Bringing Peace and Joy to small business finance.
We provide bookkeeping and advisory services.
"Cory Morris came to our studio after hours to meet with us to look over our bookkeeping software and the way we track our data. He was very open minded and not judgemental at all when we started opening our books. We felt at ease and knew we were working with a professional who wants us to do our best. We have been in business for 25 years and it is always a good idea to have a fresh set of professional eyes on the bookkeeping systems. As business owners we can get comfortable in our ways and Cory validated our strategies and also presented some new ideas to benefit our financial systems that we haven’t thought of before. We highly recommend Cory to check over your bookkeeping systems and have him guide you to make the most of your business while having a solid trusting relationship when it comes to your money and data."
"I recommend business owners have Cory look at their books, even if they feel like they have a good handle on it. We thought we had our stuff pretty cleaned up, but he showed us some issues we didn’t even know we had!
"At first, it was the fact that there was no judgement from you on the issues I was having at the time. You let me know you could help me and at the same time, made me feel like the mess I had created on my own was no big deal. As we worked together, I began to appreciate the fact that you were up to date from a technology side that made uploading documents a breeze. I am growing to love Gusto and think it will be a huge help moving forward. And I appreciate the videos that you send to explain the numbers, and let me know where there might be room for improvement, and when there are successes."
"Cory took my information from Quickbooks and interpreted it for me. He made a custom analysis for my business. He went in depth through the common reports for the whole quarter and broke it down line by line. He pointed out potential areas to be concerned with and trends he was seeing. The thing I really liked was that he recorded his analysis so I could go back and view as many times as I wanted and go at my own pace. It’s sometimes hard to understand and take in so much information at once so it was very helpful to have it recorded. He answered all my questions and even questions I didn’t know I had. With this information and his help I finally felt like I knew what was going on with my business. He was the doctor that I needed to interpret and diagnose my financial statements."
