Financial Management and Bookkeeping
- People, Process, and Pockets
- Bookkeeping and advisory services to grow your business
- Appfolio and QuickBooks Online ProAdvisor
Outsourcing Bookkeeping is a Game-changer!
Investing in an in-house accounting department can drain resources and divert attention from core business activities. Leverage expert knowledge while concentrating on growing your thriving business.
Ways We Can Support You
Our Services
Diagnostic Review:
The Big Picture
Comprehensive review to diagnose the overall health of business’ current bookkeeping. Identify problems, present findings, and make recommendations.
Financial Clean Up:
The Next Steps
Implement the findings of systematic review, ensuring you have a clear path to financial efficiency and compliance.
Financial Management & Bookkeeping:
The Details
Monthly and quarterly services performed virtually to include financial reports and key performance indicator (KPI) reporting so you can make sound business decisions. Prepare “tax ready” books!
Set-up:
New to QuickBooks
or Appfolio
Establish account and settings, to include a chart of accounts and get your business collecting invoices from clients and paying bills to vendors.
Recent Wins for Clients
We established long-term financial strategies for a client and he was able to double his non-profit’s grant revenue within a few months of working with Argent Advisor.
Client was able to focus on deferred maintenance and securing tenants of recently acquired multi-family property. With the Argent team managing the finances, she went from 40% occupancy to 100% occupancy in just 4 months while completing all renovations, increasing her rent revenue by over $15,000 per month.
Client was able to reduce tax liability at least $33,000 by Argent Advisor prompting him to reach out to his tax advisor about restructuring his business entity.
About Argent Advisor
Argent Advisor specializes in financial management and bookkeeping functions for small businesses, property management companies, and non-profits. Currently accounting for over $35M in assets, we understand the critical importance of leveraging technology and making it easy for bold visionaries to take control of their finances. Led by bookkeeper and small business consultant, Sasha Lightfoot, our team handles the complexities of your financial management while you focus on what you do best – growing your business!
What Our Clients Are Saying
Hear directly from the business owners and leaders who trust Argent Advisor to manage and streamline their finances.
Founder, Generation to Generation Leadership Coaching
Dependable and accurate are two words I would use to describe Argent Advisor. Sasha and her team are top-notch. She’s always responded quickly to all my questions and their reporting is timely and accurate. I highly recommend engaging with Argent Advisor.
Owner, Your Next Jump
Two years ago, I was frustrated with the lack of communication and responsiveness from my bookkeeper. By switching to Argent Advisor, I was able to get my books back on track and even cut costs through their advisement. I appreciate the level of communication that is provided, especially in response to my questions and need for business consultation. Argent Advisor understands my business needs and is one step ahead on important issues that affect me as a small business owner, especially when preparing my quarterly and annual reporting for tax purposes.
Owner, Bowsprit Consulting LLC
I highly recommend Argent Advisor for any bookkeeping needs. Sasha has consistently demonstrated exceptional attention to detail and accuracy in managing financial records. Her staff’s proficiency with QuickBooks and financial reporting has streamlined our processes significantly. Additionally, her proactive communication and ability to meet deadlines have been invaluable to my team. I have full confidence in their skills and work ethic, making them a fantastic asset to any organization.
President, LeD InK Consulting
Sasha and her team play a critical role in the financial health and operational efficiency of our multi-family rental properties. By managing everything from tenant invoicing to vendor payables, as well as providing key financial insights and reports, they help create a smooth and informed decision-making process for property owners. Their involvement throughout the life cycle of the property - from acquisition to tenant turnover - is a major contributor to the overall success of our operations.
Owner, Paramount Property & Asset Management LLC
Hi, I’m Sasha
I spent decades in the banking & accounting related industries where I learned valuable lessons before starting my own bookkeeping and consulting practice. I’ve been in business for 6 years!
In addition to running my own company, I’ve also served on various executive boards, usually fulfilling the Treasurer or Parliamentarian role. I’ve learned that:
- Numbers and organization come naturally to me
- My focus is usually on the details that others overlook
- I absolutely enjoy helping business owners succeed
Long before remote work was popular I autonomously worked with clients in a collaborative effort to grow their businesses. With the success of my clients, my company continues to scale.
IF YOUR BUSINESS IS IN NEED OF A TRUSTED BOOKKEEPER, GET IN TOUCH WITH ARGENT ADVISOR TODAY!
What to Expect When You Schedule a Discovery Call
On a discovery call, we’ll discuss your financial needs and show how our services can support your business growth—no pressure, just insights.
Click the ‘BOOK A FREE DISCOVERY CALL’ button and start by choosing a day and time from the calendar that works for you.
Please fill out as much information as possible on the scheduling link to help us have a productive call. The more details you provide, the better we can assist you.
The Discovery Call will be held virtually through Google Meet. We’ll get to chat about your business!
Let’s Connect and Explore Your Business Bookkeeping
We’re excited to hear about your vision and goals. Reach out to us to discuss how our expertise can help your business thrive!
Reach Out to Us - Let’s Connect
If you have any additional questions about our services, who we work with, how we support you, or our process, we’d love to hear from you.
Let us know how to reach you!
Membership & Certification
QuickBooks Platinum Level Bookkeeping Company to serve the needs of your business.
Certified QuickBooks Online ProAdvisor qualified to assess the overall health of your bookkeeping and recommend solutions.
Intuit Trained Bookkeeper educated on best practices and compliance to enhance your growing business.
As a "big-idea" person, I've benefited tremendously from Sasha's gift for organization and her attention to detail. Thanks to her administrative systems, professionalism, and can-do spirit, my business isn't turning in circles--it's moving forward, with impact