At Add Insight, we strive to be a paperless office although I still find reading on paper, and in particular books, to be more enjoyable. In order to save information paperlessly, we use three different tools for different reasons. In 2017 I plan to streamline that process even further. Citrix Sharefile For client files, we […]
Strategic Bookkeeping and Payroll Services for the Small Business Owner
client’s accountant
Alexa provides the bookkeeping services for a mutual client where I’m the CPA. Alexa is attentive to her client’s needs, efficient, accurate, and easy to work with. I’d highly recommend her services to others in need of bookkeeping services.
Accountant
Small Business Owner
Alexa is so great! Super organized, patient and calm. I appreciate her attention to detail. I feel like I am a priority. So glad I found her. Thank you Alexa!
Small Business Owner
co-worker
Alexa is a valued professional colleague, expert in her field, a dependable and insightful thought partner who is detail oriented yet sees the big picture. She anticipates needs and finds creative, cost-effective and time-efficient solutions. In crazy deadline projects when everybody else is having tantrums, Alexa is the calm center that just moves things forward.
Professional
Photographer/Videographer
Details! Precision! Humor! Could you ask for anything more from a bookkeeper?? Alexa is it! She is a life saver in that she keeps track of everything and helps me make sense of all the numbers. I couldn’t run my business without her. She is the BEST! And a really lovely person to boot. She’s always responsive and quick to answer questions, and she’s incredibly patient with everything. She’s a gem.
Photographer/Videographer
consultant 01
Alexa helped my small firm get set up in QuickBooks and is keeping up on regular updates. This process went so smoothly and quickly that I wondered why I hadn’t done it sooner. Alexa made it all seem even easier and intuitive which was a huge plus. I highly recommend Alexa as a QuickBooks power user! Plus, she is very patient and supportive. Wonderful improvement for my work.
Consultant
employer 01
Alexa has been the director of finance for our small business for nearly 10 years, so I’m in a good position to say that there is no one more conscientious, detail-oriented, or fastidious about accounting than Alexa Gregory. Alexa produces reports that drive to the most granular level of analysis, providing excellent tools for decision support and management. I’d recommend her wholeheartedly as a ProAdvisor. You’d be lucky to work with her.
Employer
colleague 01
Alexa’s a pleasure to work with! She’s calm, smart, caring, conscientious, full of integrity, and multi-talented — from numbers to operations to websites to group dynamics to HR. I recommend her highly.
Colleague
non-profit 01
We are a small non-profit and I had lost a years worth of QuickBooks data from my laptop additionally our backups refused to open. Alexa saved us by getting the info transferred to QBO and our books up to date!
Non-Profit Client
food products company owner
Alexa was extremely proficient and responsive. She asked me specific questions related to my business and helped me to get my daily bookkeeping entries on track. Exceeded my expectations for sure! So happy to have found her.
Owner, Food Products Company
