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Billie Anne Grigg
Lead Technical Guide at Profit First Professionals
Billie Anne Grigg is an experienced bookkeeper and entrepreneur in the financial services industry. She is the founder of Pocket Protector Bookkeeping, a virtual bookkeeping and managerial accounting service for small businesses.1 As a Senior Strategic Guide at Profit First Professionals, Billie Anne helps businesses implement the Profit First methodology to improve their financial management and profitability.2
Professional Background
Billie Anne has extensive experience in bookkeeping and financial management. She is a Mastery Certified Profit First Professional, which allows her to guide businesses in implementing the Profit First system.2 This system helps companies prioritize profit and improve their overall financial health.
Business Ventures
Pocket Protector Bookkeeping:: Billie Anne founded this company to provide virtual bookkeeping and managerial accounting solutions for small businesses that cannot afford full-time, in-house bookkeeping staff.1
Profit First Professional:: In this role, she serves as a Senior Strategic Guide, helping businesses implement the Profit First methodology to enhance their financial management practices.25
Expertise and Contributions
Billie Anne is known for her expertise in:
- Virtual bookkeeping
- Managerial accounting
- Implementing Profit First methodology
- Coaching and guiding small businesses on financial management
She regularly shares her knowledge through various platforms, including podcasts, articles, and social media posts.34 Her content often focuses on budgeting tools, financial management strategies, and the implementation of Profit First principles.45
Billie Anne's approach to bookkeeping and financial management emphasizes the importance of having a consultative relationship with clients, moving beyond traditional transaction classification and reconciliation to provide more comprehensive financial guidance.1