Meet Maria Mejia

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Discover Maria, your dedicated financial expert, committed to guiding you through every financial decision with clarity and confidence. With a passion for helping businesses succeed, Maria brings expertise and personalized support to ensure your financial goals are met.

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Accountant | Dedicated | Knowledgeable | Supportive | Trustworthy

I have always wanted to help people. I grew up in a big family of 7 kids, so there were always opportunities to learn and to teach. In middle and high school, I would do babysitting jobs for family friends.

Ever since starting school at the community college, I have enjoyed doing accounting and the numbers aspect of business. In my first accounting class, everything just clicked together. I understood the concepts and knew how everything flowed together. I eventually graduated from Ensign College and went to Brigham Young University-Idaho. I enjoyed accounting even more as the classes became more challenging. I was the one kid always excited to learn new concepts.

I had always known that I didn't want to work in a big accounting business or a big corporation. I did an internship in a small accounting office and enjoyed it. I learned that I also like doing taxes. The idea of starting my own business had just begun to creep in. I worked in the accounting office for about a year before I moved up to Canada.

I was preparing to look for another office job when a family friend suggested starting an accounting business. That is when my first bookkeeping firm was born. The goal was to help small startups understand and organize their finances and be ready for tax time.

I had thought you needed to be a special kind of person to run a business and be an even more special kind of person to be an entrepreneur. I went to different networking groups in the community and found out that entrepreneurs come from all walks of life and at different points in their lives.

Getting to know different entrepreneurs and their businesses has helped me understand there are many strengths different people bring. I want to help people do more than just be compliant with the CRA. I want them to not only understand their numbers but to utilize them to grow their businesses.

I love accounting, and I love bookkeeping. I love to continue to learn new things and use new technology. I also love helping other people. If I can help another person understand how money works, my life goal has been reached.

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bookkeeping

Mid-Year Financial Reset Checklist for Business Owners

August 28, 20262 min read

We are halfway through the year, making this the perfect time for a financial reset. We help business owners who thought their bookkeeping was in good shape until they looked a little closer. Missing transactions, unreconciled accounts, and months of bookkeeping can quietly pile up. A mid-year review can help you determine whether your books are on track or whether it is time for a bookkeeping clean-up. Use this checklist to see if your bookkeeping needs attention.

Are your books up to date?

If you have not recorded all of your income and expenses, or you are behind by several weeks or months, it may be time for a bookkeeping clean-up.

Do your bank account balances match your bookkeeping records?

If your bank accounts have not been reconciled recently or the balances do not match, there may be missing or incorrect transactions that need to be fixed.

Are there transactions you still need to categorize?

Uncategorized transactions make your financial reports less accurate and can create extra work at tax time.

Can you easily run a Profit and Loss Report?

If your reports do not make sense, contain unusual balances, or you are not confident they are accurate, your bookkeeping may need to be reviewed.

Are you missing receipts or supporting documents?

Take time to gather any missing receipts or invoices before they become harder to find later in the year.

Do you know where your business stands financially today?

If you are relying on your bank balance instead of accurate financial reports to make business decisions, your bookkeeping may need some attention.

If you answered "no" to any of these questions, or you simply are not sure, a bookkeeping clean-up can help get your records back on track before year-end. The sooner you catch up, the easier it is to make informed decisions, prepare for tax season, and move forward with confidence. If you need help cleaning up your books or keeping them up to date each month, we are here to help. Contact us today to learn more about our services.

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Maria Mejia

Maria is driven by a passion for helping others and a love for accounting that began in college. After excelling in her studies and gaining hands-on experience, she founded her own Accounting and bookkeeping firm to assist small businesses with their financial management. Maria’s dedication to understanding and applying financial principles empowers entrepreneurs to make informed decisions. Her expertise in financial advising helps businesses not only grasp their numbers but also leverage them for sustained growth and long-term success.

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