Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Accounting
Includes all Bookkeeping Services plus review of and analysis of Financial Statements; additional Financial Reports; Analysis of Expenses; Budgeting and Forecasting; File Sales Tax Returns; and 1099’s.
Audits, Reviews, and Compilations
My audit, review and compilation capabilities are a core part of my services. I tailor each process to the unique needs of your business. I deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. I will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping
Monthly bookkeeping includes categorizing transactions; setting up vendors, customers, fixed assets, and loans; creating sales receipts and invoices; and reconciling bank and credit card statements monthly. Generating Balance Sheet & Income Statements.
Business Entity Formation
The business entity — LLP, LLC, sole proprietorship, partnership, corporation, etc. — that you select for your business has enormous financial and tax implications. As your business grows and changes, the type of business entity you choose may need to change also.
Clean Up
Busy schedules and other responsibilities can push accounting tasks to the bottom of the list. Are your books behind? You might be tempted to ignore them but this will only make matters worse. Hiring now will not only reduce costs but give you peace of mind.
File Sales Tax Returns
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
File 1099’s
The 1099 form is used to report non-employment income to the Internal Revenue Service (IRS). Businesses are required to issue a 1099 form to a taxpayer (other than a corporation) who has received at least $600 or more in non-employment income during the tax year.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. I am well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
QBO Setup
Tracking your transactions in a folder, through your bank, in excel, or in your head can lead to costly mistakes. Get your business setup in QuickBooks and know you are capturing all your expenses. Setup includes choosing QuickBooks Plan, Company Settings, Logo, Accounts, Attaching Bank Accounts, Importing Transactions, and much more.
Training
Maybe you want to try and handle your books to save money but have questions. Something isn’t right but you just can’t figure it out. Not sure why your bank reconciliations are off or how to fix them. I can come to your office and train you. You can choose to do the daily tasks and then once a month, I review the entries and we review financials.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.