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SERVICES

Learn How We Can Help You Save More Time & Money

BUSINESS BOOKKEEPING & PAYROLL

Most small business owners and entrepreneurs aren't accounting experts, and don't have the resources to hire a full-time staff to manage it all for them. They just want to know their key financial numbers, get organized, and stay out of trouble with local and federal tax authorities, so they can focus on running and growing their business.

 

That's where I come in. I help business owners create a sound financial foundation by becoming their outsourced accounting team, managing the business books and delivering accurate and timely information, so owners and entrepreneurs can make the most informed financial decisions.

 

Bookkeeping errors can be very costly, from poor decision-making based on faulty data, to overpaying taxes because expenses and revenue weren't properly recorded. And as bookkeeping forms the basis for tax filing, using a professional CPA to make sure it's done right is a smart investment.

Bookkeeping and accounting services include:

  • Capturing and Properly Coding all Financial Transactions

  • Bank and Credit Card Reconciliation

  • Accounts Receivable

  • Accounts Payable

  • Payroll Processing and Tax Filing

  • Job Costing

  • Inventory Tracking

  • Fixed Asset Management

  • Sales Tax Accounting and Filing

  • Financial Reporting

  • Management Reporting

  • 1099 Filings

I use industry-leading software and tools to streamline and automate as much as possible, so I can pass the cost savings on to you. If you're interested in discussing how I might be able to help your business, please book an intro meeting with me using the button below.

Accounting Tasks

TAX PREPARATION & FILING

The primary benefit of working with an all-in-one small business CPA is that tax filing can be done much more efficiently, as your year's books will flow directly into your tax return. You can also rest assured that you are taking advantage of every deduction and credit you're entitled to in order to minimize your tax liability. While I specialize in small business and self-employed tax filing, I am also happy to help individuals prepare their annual federal and state returns, so they can benefit from peace of mind and reduced stress during tax season.

Tax services include:

  • Business Tax Preparation (Sole Proprietorship, Partnership/LLC, S-Corp, and C-Corp)

  • Individual Tax Preparation (1040, Schedules C & E, etc.)

  • Tax Planning (Estimated Tax Payments, S-Corp Tax Elections)

  • Tax Advisory

If you would like to discuss how I might be able to help with your tax preparation and filing, please schedule a call with me using the button below. I look forward to speaking with you.

Business Owner
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