Services

Need Bookkeeping Services for Your Growing Business?

Are you ready to find someone who can simply handle all of your bookkeeping needs so you don’t have to?

Are you looking to get your books under control, once and for all?

Is your bookkeeping taking up more and more of your time, but not enough to hire someone full time?

If so, then you’re in the perfect place to find out more about our bookkeeping services.  We can help you with any or all aspects of your bookkeeping needs.

 Business Insight

Business Insight

Your books contain valuable information to help you run your business, so it’s important that your bookkeeping is accurate and up-to-date.  After we’ve updated your books, we can design and run critical reports that will give you great insight into making the right decisions for your growing business.

Tax Compliance

We’re often asked to clean up books for tax time so that your accountant has the information they need to complete your tax returns.  We can work seamlessly with your tax prepare so that tax time is, well, a little less taxing.

Process Improvement

Our experience and training keeps us up-to-date on accounting products and solutions for today’s business needs.  Bookkeeping has come a long way since the days of ledgers, piles of paperwork, and green eye shades.  If you’d like, we can suggest new ways of bookkeeping that will save you time and money.  Examples of where you might have opportunities for savings include duplicate data entry, paperwork-intensive procedures, and manual processes.

Freedom

We’re small business owners just like you. Unlike employees, we don’t charge for vacations, benefits, sick time, mistakes, training, or even payroll taxes.  We come “hassle-free,” and we don’t bother you with personal problems!  We’re thrilled to have you as a client, and your relationship is important to us.  We’re committed to earning your trust.

Tax Preparation:

What We Do

We help our clients with the following services:

  • Prepare and efile your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any refunds back as fast as possible
  • Keep you informed of due dates so you can stop worrying whether you’ve forgotten to file something important
  • Answer your questions and explain your options
  • Explain the complex in an understandable way so you can feel confident you’ve made the right decision
  • Support in case you receive a tax bill or audit notice form any tax agency

To discuss any of these services, please give us a call or email us.  We’ll set up a complimentary initial session so you can find out more about how we can help you.

Tax Planning

We’re committed to helping you keep your hard-earned money without paying a penny more in taxes than you’re legally required to do.  And some of the biggest savings can come when we work together and plan ahead.

We offer proactive tax planning suggestions to save you money when tax time comes.  Please give us a call any time of the year, so we can start finding ways to save you money.

QUICK BOOKS CONSULTING:

Need QuickBooks Expertise?

With roughly 4 million users, QuickBooks is the #1-rated and best-selling financial software for small businesses.   From its inception in 1992, Intuit has evolved the QuickBooks product line into a robust selection of software packages designed to serve a wide variety of industries.

The Costliest QuickBooks Mistakes

QB
Although QuickBooks is popular because it can be used by small business owners and bookkeepers who have little or no accounting experience, there is still a learning curve and a chance that some entries may not be entered correctly.   Here are a few of the telltale signs where we can likely save you time, money, and headaches:

  • If you have account balances or financial statements that don’t make sense.
  • If your tax preparer says your file needs to be cleaned up before they can do your taxes, and you don’t know what to do.
  • If your file runs slow or displays error messages frequently.
  • If your statements are out of balance.
  • If you can’t get the reports you need to make good business decisions.
  • If you cannot get your accounts to reconcile.
  • If you frequently call the support line at Intuit.
  • If your bookkeeping is taking you longer than you think it should.
  • If your reports show items you know have already been paid or received.
  • And many more.