The Accountrepreneur LLC

The Accountrepreneur LLC provided accounting services for a beverage company that was experiencing growth and needed external assistance with bookkeeping and financial management. The team, led by Alex and Megan, handled basic bookkeeping tasks, including accounts payable, invoice processing, and monthly book closures. They also provided an outsourced CFO service, attending board meetings to offer financial recommendations. The use of technologies such as QuickBooks, Excel spreadsheets, and Bill.com was integral to their work. The beverage company expressed satisfaction with the ongoing services, which began in October 2021 and are funded by a monthly retainer of approximately $4,000.

The Accountrepreneur LLC was hired by Kismet Bagels to organize their finances and provide insights into the profitability of their various business channels. The team, consisting of 2-5 employees, built a robust financial system that allowed the bagel shop owners to gain a clear understanding of their business performance across different channels. The engagement included regular monthly meetings and the availability of the team for impromptu discussions. The bagel shop owners reported gaining valuable insights from the project and making informed changes to their business as a result.

The Real Coconut Products Co. LLC, a packaged food manufacturer, engaged The Accountrepreneur LLC for bookkeeping and accounting services. Alex and his team handled day-to-day bookkeeping, month-end processes, and provided financial reporting. They utilized QuickBooks for accounting, SOS Inventory for inventory management, and Bill.com for payment management. The food manufacturer was referred to The Accountrepreneur LLC and chose them based on their robust sample reporting packet and the assurance that Alex would be directly involved in their account. The ongoing partnership, which started in April 2022, has seen an investment of $20,000-$25,000 by the food manufacturer.