At LadyTech Consulting, we love helping business owners succeed—but the real magic happens when clients know how to work with their bookkeeper, not just for them. Bookkeeping isn’t just about tracking receipts; it’s about creating a strong financial foundation so your business can grow with confidence. Here’s how to make the most of your bookkeeping services and keep everything running smoothly:
1. Stay Organized & Deliver Information on Time
To get accurate reports and meet your business deadlines, your bookkeeper needs your data—on time. That means gathering and sharing your financials regularly, especially when it comes to:
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Quarterly reports
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IRS payments
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Local business filings
When your documents are submitted late, it creates delays and risks missed deadlines. The good news? Staying on time is simple with the right tools and regular communication.
2. Use Your Secure Client Portal
We make it easy to send your documents safely using LadyTech’s Keeper Portal. This secure client portal is the hub for uploading:
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Receipts and invoices
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W-2s and 1099s for employees or contractors
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Banking statements
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Any other important business documents
By using the Keeper platform regularly, you ensure that Teresa has everything she needs to keep your books clean, organized, and ready for tax time.
3. Book Monthly (or More Frequent) Meetings
Your bookkeeper isn’t a mind-reader—but a quick monthly meeting can help you stay on top of:
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Monthly resolutions and LLC meeting minutes
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Payroll planning
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Quarterly filings
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Profit & loss tracking
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Business strategy and scaling goals
If you’re growing quickly or catching up from past disorganization, meeting more than once a month may be the best way to stay ahead.
You can easily book a meeting with Teresa through our website. Put it on your calendar, and let it be the one habit that keeps your business from falling behind.
4. Let LadyTech Help You Fill in the Gaps
Whether you’re managing a side hustle or running a full-time company, you don’t have to figure it all out alone. Teresa brings deep experience in bookkeeping, QuickBooks, payroll, and business organization. She helps clients—from solo entrepreneurs to growing teams—stay compliant and focused on what they do best.
Ready to Grow with Confidence?
Being proactive with your bookkeeping doesn’t just help you avoid problems—it helps you create opportunities. Whether it’s writing off the right expenses, preparing for a loan, or scaling your business strategically, Teresa is here to help.
Visit the Client Center to upload documents, or
Book your next meeting today to stay on top of it all.
Let’s build something great—one meeting, one month, one milestone at a time.
