What is the name of your business?
CraneShot Solutions LLC
How long have you been in business?
What led you to start your business?
My parents owned Wicks ‘N’ Sticks in Southlake Mall, so from a young age I was helping both in the store and in the office. Being raised by entrepreneurs, it taught me about hard work and dedication to your customers. After obtaining degrees in both Math and Economics and taking time to raise my children, I came across a wonderful bookkeeping program which taught not only bookkeeping, but how to start and run your own bookkeeping business. It is the perfect venture for me as it combines my love of numbers and my love of helping small-business owners!
Describe one “lesson learned” moment when starting or expanding your business.
My biggest “lesson learned” moment was, unfortunately, losing my father. He passed unexpectedly about 3 years ago. I was blown away by my clients’ sympathy and willingness to wait for me while I dealt with my father’s estate and my own grief, but it really hit me that I didn’t have very good processes or systems in place to be able to serve my clients in an emergency. That is definitely something I’m still working on, but I’m a lot further in the process now and I wouldn’t have considered that so important before then. My client’s experience is very important to me, and I never want them to feel neglected.
What do your customers like best about your business?
They like me, of course! Just kidding – although I’m sure that’s part of it! I think what they like the most is knowing what is happening in their business on a monthly basis and not having to stress and worry about it at tax time. They recognize that they can make better decisions when they have the up-to-date, accurate information they need! So many business owners just don’t have time to do the books when they’re busy running their business or serving their clients. I can take that task off their plate and provide them with the peace of mind to know it’s getting done accurately and in a timely manner.
What unique product or service do you offer your customers?
What’s unique about my bookkeeping service is that we not only look back on what has happened, but we look forward to what could happen in the future and make adjustments accordingly. With AI, many of the bookkeeping tasks are automated, so to prove my worth as a trusted advisor, I strive to show business owner’s their complete financial picture and help them set goals on where they can take their business in the future.
Is there anything else you would like to share with us?
I am a Lifetime Charter Member of the Digital Bookkeeper Association, which seeks to connect 21st Century Bookkeepers with small businesses. I am also a QuickBooks Online ProAdvisor as well as a QB Live Senior Expert Bookkeeper.