When I first got introduced to Patrice back in 2020, I was at a point where I knew my books weren't where they needed to be, but I didn't really want to deal with them myself. I'm a glass artist and had been doing that for 25 years, so my focus was always on the work, not the numbers. At the time, we had grown to about five employees, and suddenly I was dealing with payroll, receipts, and all the day-to-day transactions on top of everything else. It was new, and honestly, it felt like a lot to keep organized, especially knowing it all had to be ready come tax time. My CPA suggested bringing in a bookkeeper, which was Patrice, and that was really the push I needed to admit I couldn't keep juggling it all on my own. Going into it, I didn't really know what to expect - if the cost would be worth it versus doing it on our own. Like any business owner, there's always some hesitation about bringing someone new into your business and adding that cost. But that faded pretty quickly. Everything was explained step by step by Patrice and it just felt easy. Communication with her was solid, whether it was a quick email or getting on the phone, and over time I stopped worrying about that side of the business altogether. It gave me back the time and mental space to focus on my actual work. Looking back now, it's been six or seven years, and it's been a good investment that's worked out well for us. read more

When I was launching my business, everything was moving fast right out of the gate. We had significant revenue commitments and a lot of moving parts that needed to come together all at once, especially on the accounting side. I needed someone who could step in immediately and handle invoicing, vendor bills, and commissions without me having to manage them closely. The last thing I needed during that phase was another person to oversee, and I was already juggling enough trying to get the business off the ground. From the start, working together just felt easy. You were able to make sense of my manual system quickly and get everything running smoothly without a lot of back and forth. That took a huge weight off my plate and let me stay focused on growing the business. At this point, I honestly couldn't imagine running things without your support. Everything from bookkeeping to payroll and compliance feels handled, and if I ever thought I might lose that support, I'd probably beg you to stay! read more