Stressed about managing
your business finances?
You're not alone. It's overwhelming trying to keep track of your income, expenses, and taxes while running a
successful business. The good news is, you're not a bad business owner.
You just need the right tools and support to confidently manage your finances.
ONE THING ABOUT BUDGET BIZ SOLUTIONS,
We got you
Covered.
Our team of experienced bookkeepers has helped countless business owners just like you gain control of their finances and see real results.
Imagine what it would feel like to have complete confidence in your business finances. To know that every dollar is accounted for, every transaction is properly categorized, and every financial statement is accurate.
WHAT WE PROVIDE AT BUDGET BIZ SOLUTIONS IS
Peace of mind
We've saved our clients millions of dollars by implementing effective budgeting and spending
strategies.
Our commitment to transparency and confidentiality ensures that your sensitive
financial information is always protected.
Don't let financial stress hold you back from achieving your business goals. Let us be your
trusted partner in financial success.
Budget Biz Solutions is a safe place for your financial needs
We understand as a business owner you may
Struggle with managing your business finances
feel overwhelmed and unsure of where your money is going
Are worried about missing important tax deadlines or incurring costly penalties
Lack the financial insights you need to make informed decisions about your business
we're not just bookkeepers - we're your financial partners.
Listen Up Business owners, your time and money are precious resources.
Here are some of the ways our services can help you maximize both.
Financial Control
We help our clients gain control over their finances, so they can make informed decisions about their business and personal lives.
Peace of Mind
Our services help reduce financial stress and anxiety, allowing our clients to focus on their business and personal goals.
Time Savings
We take care of the financial details, so our clients can spend their time on what they do best - running their business.
Cost Savings
Our expertise can help identify areas where our clients can save money and increase profitability.
Customized Solutions
We tailor our services to meet the unique needs of each client,
providing a personalized approach to financial management.
Accurate Financials
Our experienced team ensures that our clients' financial records are accurate and up-to-date, giving them confidence in their financial information.
At Budget Biz Solutions, we know you are the kind of business owner who wants to have complete control over their finances.
You want to make informed decisions, stay on top of your cash flow, and ensure your financial stability.
In order to do that, you need a reliable partner to handle your finances like it's their own.
What Does Working With Us Look Like?
Increase your profitability and revenue
Expand your business operations
Develop a financial strategy for long-term success
Reduce debt and improve cash flow
Ensure compliance with tax regulations and avoid penalties
Obtain funding or investment opportunities
Streamline accounting processes and reduce administrative burden
Implement effective budgeting and forecasting strategies.
Your Financial Partner
Meet Patricia Jimenez, a certified bookkeeper with over 10 years of experience in the industry.
As a CPB, Patricia is passionate about helping businesses structure their revenue in a way that allows them to meet their goals in a timely manner, create the lifestyle they want, save for the future, achieve financial freedom, leave a legacy, and experience the gratification of self-accomplishment.
Having managed her own finances successfully, Patricia understands the importance of financial management in achieving one's personal and professional goals. She has invested in real estate and stocks, saved for the lifestyle she wants for her and her family, and has the time flexibility to pursue her passions.
Patricia has worked with a variety of companies and clients, generating impressive results. For example, she recently helped an insurance client save $40 million by implementing budget formats, meeting with all departments to ensure accountability in data gathering and analysis, and preventing overspending without an approval process in place.
In other positions, Patricia has saved significant amounts of money for clients through credit card consolidation, approval forms for limit spend, process and procedures for use of funds, outsourcing new team members, and other measures.
When it comes to organizing her work, Patricia has consistent tracking, attention to detail, and regular reporting. She is knowledgeable in accounting software like QuickBooks, Excel, Sage, and Oracle, and is committed to continuing education in the field.
we offer a range of financial services tailored to meet your unique business needs
Our three core services
Bookkeeping
This includes everything from recording daily transactions to reconciling accounts and generating financial statements.
Catch-up Services
Our Team Will Gather and organize your financial data, ensuring that everything is up-to-date and accurate.
Budgeting
Our team will work with you to create a customized budget that meets your unique business goals and helps allocate your funds effectively
pricing for these services will depend on the specific needs and scope of each individual client's business.
Financial success is not just about numbers on a balance sheet, but about empowering our clients to achieve their dreams.
Here's how we work to make that a reality
We start by getting to know you and your business, your goals, and
your unique financial needs.
We'll work with you to understand your current financial situation and identify areas where we can help.
Next, we'll create a customized plan that's tailored to your specific needs
and goals.
Our team of financial experts will draw on their deep expertise and experience to craft a plan that's designed to help you achieve success.
Finally, we provide ongoing support and advice to help you stay on
track and achieve your financial goals.
Whether you need help with bookkeeping, budgeting, or
just want to bounce some ideas off of us, we're here for you every step of the way.
What our clients are saying .
Frequently Asked Questions
What services do you offer?
We offer a range of financial services tailored to meet your unique business needs, including bookkeeping, catch-up services, payroll, invoicing, and budgeting.
How much do your services cost?
Our pricing varies depending on the specific services you require and the size of your business. Contact us for a free consultation and quote.
How secure is my financial information with you?
We take data security very seriously and have measures in place to ensure the confidentiality and protection of your financial information.
How often should I update my budget?
It is recommended to update your budget on a regular basis, such as quarterly or semi-annually, to ensure that you are staying on track and making informed financial decisions.
Do you offer catch-up services for previous financial periods?
Yes, we offer catch-up services to help bring your financial records up-to-date and ensure accuracy in your reporting.
Get In Touch
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
551-257-1520
Call - (551)-257-1520
Email:patricia@budgetbizsolutions.com
Site: www.budgetbizsolutions.com