Why Comply

Helping you build your small business

Quickbooks Pro Advisor
Certified
Since 2003
  • About Me
  • Experience
  • Services
  • Contact Me
  • March 26, 2023

Services

Many new business owners know the ins and outs of their product or service but know very little about what I call the “business of being in business” – back end accounting and operational processes that often are overwhelming and confusing. My consulting services are designed for the entrepreneur or business person who needs help in these areas.

QuickBooks® Set Up for PC and Mac

  • Purchase software if needed (receive ProAdvisor’s® 20% discount off retail price)
  • Software installation and registration
  • Customize file set up to meet current business’s needs and resources
  • Create customized forms to include client logo
  • Meet with client to discuss business reporting needs and accounting and operational resources
  • Recommend CPA or establish contact with client’s CPA
    (ensures financial statements will provide adequate information for tax preparation)
  • Train client on new processes or QuickBooks® functionality
  • Educate key stakeholders about accounting fundamentals
  • Assist with hiring a bookkeeper or support person

QuickBooks® Light and Comprehensive Clean Up for PC and Mac

  • Recommend CPA or establish contact with client’s CPA (ensures financial statements will provide adequate information for tax preparation)
  • Review file for financial accuracy
  • Review file set up
  • Obtain basic understanding of business operations and make file set-up recommendations
  • Correct file set up if needed
  • Work with client to clean up data
  • Meet with client to discuss business-reporting needs as well as accounting and operational resources
  • Train client on new processes or QuickBooks® functionality
  • Educate key stakeholders about accounting fundamentals
  • Assist with hiring a bookkeeper or support person

Quickbooks training for PC and Mac

  • Create customized Quickbooks® training session based on clients needs, minimum 3-hour session
  • Educate key stakeholders about accounting fundamentals

New Business Set Up

  • Help establish business bank account or merchant account if needed
  • Help obtain proper insurances for general liability and worker’s compensation
  • Help establish re-sellers permit and educate client on basic sales tax requirements
  • Provide basic information regarding payroll tax requirements for companies with employees
  • Assist with hiring of payrolling company and implement all related accounting processes
  • Recommend CPA or establish contact with client’s CPA
  • Review entity legal status with CPA (ensures financial statements will provide adequate information for tax preparation)
  • Educate key stakeholders about accounting fundamentals
  • Set up QuickBooks® file and customize to client’s needs and resources
  • QuickBooks® training
  • Develop and integrate accounting and operational processes customized to the client’s resources and needs
  • Assist with hiring a bookkeeper or support person

Volunteerism

Stacy Bezyack Why Comply Intuit Certified Quickbooks Advisor Marin CountyI have been a dedicated volunteer at The Marine Mammal Center since 2001. In addition to being on the Tuesday Day Crew Animal Care Team, I also assist the Stranding Department with animal rescues and releases. Read more...

Testimonials

Why Comply
Stacy not only handles all of her client's accounting needs, she also makes my job much easier by getting me what I need for the tax returns. I know that when I am working on one of Stacy's clients, I will get timely and accurate information.
David Bailey, CPA at Wilson Markle Stuckey Hardesty & Bott, APC
Why Comply
Stacy not only handles all of her client's accounting needs, she also makes my job much easier by getting me what I need for the tax returns. I know that when I am working on one of Stacy's clients, I will get timely and accurate information.
David Bailey, CPA at Wilson Markle Stuckey Hardesty & Bott, APC
Why Comply
The work that Stacy did with me and my staff brought us to a new level of functionality. She is extremely knowledgeable and professional. She is an excellent teacher who fosters independence and understanding of process -- not just rote maneuvers. It is a comfort to know she continues to be there if we need her.
Joan Saxton, M.D.
Why Comply
Stacy has been a lifesaver for my company. She was able to very quickly and efficiently make some sense of the chaos caused by my previous bookkeepers. She is the very best in the business!
Galerie Elecktra, Sausalito, CA
Why Comply
Before I worked with Stacy, my Quickbooks® was a serious mess, I had little understanding of my business tax requirements, and my financial picture as a whole was blurry at best. Since consulting with Stacy, my Quickbooks® is in order and immaculate, and she has helped my financial picture come into focus using clear language, very different than what you get talking to your CPA. Her help has been invaluable to my business.
Ninah K. Hofmann, M.S., L.Ac. Acupuncture-Herbal Medicine-Facial Rejuvenation
Why Comply
Stacy's solid organizational skills have helped us achieve great successes with many of our events such as Run for the Seals and the SF Giants' Marine Mammal Day and that has helped us reach out to a vast audience of new members, donors and volunteers. "In addition, she is a solid leader and mentor among her colleagues on animal care crews.
Jim Oswald, Communications Manager, The Marine Mammal Center

Contact

Stacy Bezyack
415-640-7534
P.O. Box 1431
Sausalito, CA 94966
stacy@whycomply.com

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