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I've been organizing and expanding small businesses for over 20 years. SucceedWithSpeed Bookkeeping and Consulting services help you grow through three steps: organize, implement, complete. Outlined below are the steps we take with each new client and how we are different than the average Consultant. We pride ourselves on offering a unique yet affordable service and solution for small businesses under 10 employees. Even if you are a solopreneur we work with many of those too! 

Free Consult

We offer a Free Consult to identify your needs and to see if we are a good fit for for each other. We say this because in order to achieve results, we have to work well together. 


Estimate & Evaluation

We can do a quick review of your books and business to see what is happening. However, if we need to do a more thorough process, this can take anywhere from 1-3 hours depending on your books. We will then provide a quote for that evaluation.



One step we may recommend is a CleanUp/CatchUp process. This step includes fixing errors, making your books accurate and up to date and educating you so the records can be better moving forward. If you choose a specific service where we are doing the clean-up, we may also set up your data into our analysis system from where we can review it ongoing. This is how we will help you identify red flags which will help you grow if you work with us monthly.


Maintenance Monitoring Mode

Once we finish the CleanUp/Catchup step, we move you over to the Maintenance Mode. We revise and create a new To-Do List and we get you on a schedule of weekly or monthly monitoring. This keeps you on track and moving forward.


Maintenance Mode-Monthly

Each month, we evaluate your data and we will send you a monthly review of what we find. We look for red flags and identify trends and outline this for you. Regular bookkeepers are not assessing your business or bills in details like our firm does. We've caught wasted money, lost income and other flags that would otherwise not be caught. 


Maintenance Mode-Quarterly

Each quarter, we are reassessing your expenses to provide a new update to the financial targets you need to achieve. We are looking at how your plan has changed. We look at whether you are on target for financial goals you listed out at the beginning of our partnership. 


Maintenance Mode-Annually

Each year, we reassess your ENTIRE business. We correspond with your Accountant. We outline new goals with you. We provide an Annual Report to show you the trends of your income and expenses.  We evaluate your data for the upcoming year and set financial targets based off of last year's numbers.

Contact Our Office

Contact our office at 727-460-7147 so you can get a Free Consult scheduled. Let's find out if we are compatible and can achieve goals together!

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