What you might appreciate about Alexa:
Alexa Gregory is the owner of Add Insight, a modern firm of the future bookkeeper specializing in QuickBooks Online bookkeeping, payroll, and strategic advising for small businesses. Located in the San Francisco Bay Area, the firm works with clients locally and regionally to improve their business’s financial record keeping and reporting.
She is an entrepreneur: Alexa has been self-employed for most of her life. She has run several businesses across disciplines including bookkeeping, service, manufacturing, and retail. She has managed medical offices running payroll and HR. She has worked as a Controller and Director of Finance. Alexa knows what it takes to run a business and her experience offers her clients far more than the average bookkeeper.
She is selective: Alexa values relationships. When taking on a new client Alexa looks for a lasting and mutually beneficial collaboration, so she evaluates every new partnership with great consideration. She takes the time to understand your needs and pain points first.
She is collaborative: Alexa is most effective when she works as part of your team of advisors which includes your tax accountant, your insurance agent, your lawyer and the rest of your team. Alexa does not do tax returns but she does provide your preparer with a clean set of books to make that process go smoothly.
She is not cheap: She is also not too expensive. She doesn’t have the large overhead of a larger organization but offers her clients more services than an average bookkeeper. Alexa provides a balance between experience and cost that is compelling for many companies who want an accounting professional as a partner rather than just a bookkeeper.
She is strategic: Alexa thinks strategically and applies that to her work. She wants to help you reach your business goals. Alexa will help you think of keeping your books as your tool to success, not as a dreaded monthly task. She is analytical and detail oriented. Alexa will remove the headache so you can think clearly and be strategic yourself.
She doesn’t share: Alexa values your privacy above all else. She utilizes the latest tools and protections to ensure your information is stored safely. QuickBooks Online offers bank grade security. Her paperless office uses Citrix Sharefile for secure online storage of all documents.
She is focused: Alexa only partners with clients that want to take their bookkeeping practices to the next level. She offers packages to help give you the desired control and level of forecasting your business needs. There are three ways of looking at your books: past, present and future. Let’s look to the future together.
She is passionate: Alexa’s first job was an assistant helping with bookkeeping at a medical office. Throughout her career, Alexa has always managed her own books and now shares her expertise with her clients. If you don’t share this passion that is OK! Alexa can help you focus on YOUR passion.
She is a lifelong learner: Alexa regularly attends conferences, webinars, trainings, and is an active member of the bookkeeping community. She stays current on all the latest updates and trends in the industry. She is a QuickBooks Online “Power User”. If she doesn’t know the answer to your question, she will tap her network and find the answer for you.
She supports women in business: Alexa found self-employment an option when raising two young children and needing flexibility. She knows the struggles of balancing work and home life. Alexa supports women (or men) who are dealing with these same challenges and wants to be a mentor to them. With the right support network, women and men can run their own businesses and be active participants in their families.
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.
Experience: Alexa has managed Add Insight for over 10 years. She has been working in bookkeeping since high school and has vast experience to share with her clients. She was an early Macintosh adapter and still uses Mac to run her business.
Certification: Advanced Certified QuickBooks Online Proadvisor with Diamond Level Support from Intuit
Likes: Organization, technology, and clean record keeping.
Dislikes: People who don’t want to give up the shoebox of receipts.
Looking for: People that are passionate about what they do and are looking for an active partnership with their bookkeeper.
Believes: Bookkeepers can save businesses. Knowledge is power and money should not be feared. “Run your business on gross margins, not on revenues. Work less more profitably.” (from Accounting for the Numberphobic by Dawn Fotopulos)
Hobbies: Genealogy and family history. Alexa is writing a book about her grandmother and great aunt’s experience working as a volunteer chauffeur and Red Cross ambulance driver on the frontlines of WWI in France. She is preserving a large volume of journals and photographs from her family’s collection.
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