Revenue & Expenses
When revenue or expenses happen, it’s my job to record and categorize these into your books. Gathering your documents and having a record keeping system is our priority, while you track your finances in real time.
Do-It-Yourself Support
Get immediate live help when you need it. I've got the know-how to walk you through while giving you tips and forward-looking advice. I offer email, text, chat and phone support, monthly bookkeeping review and walk-through training.
Clean Up & Review
I specialize in clean ups, overhauls and resolving old or complex issues. I perform in-depth reviews and offer suggestions that might make things a lot cleaner and easier at tax time like errors that could cause red flags with the IRS.
Money Management
Most companies need to carefully manage their spending. My goal is to minimize the time and energy spent monitoring bills and expenses, while giving you the control you need to preserve cash when necessary.
Set Up & Optimization
Modern bookkeeping uses automated systems to do all of the heavy lifting in bookkeeping. I help you to set up connected, automated systems that do much of the work automatically providing accurate financial data for your business.
Taxes for Small Business
I can assist with estimated tax, self-employment tax, sales tax, payroll taxes and more. It's my job to know what IRS forms you need to file, know the deadlines, stay on top of payments, maximize your deductions or file for an extension, if needed.
Financial Statements
I offer a variety of financial reports that provide different perspectives of how your business is doing. I build specialized, simple or complex, highly accurate financial reports customized based on the needs of your business.
Strategy & Tax Planning
I create a plan to put all the pieces together to allow you to pay the lowest taxes possible including tax classification, timing of income/purchases, retirement funds and finding which business tax credits you aren't already taking advantage of.
Do-It-Yourself Support
Get immediate live help when you need it. I've got the know-how to walk you through while giving you tips and forward-looking advice. I offer email, text, chat and phone support, monthly bookkeeping review and walk-through training.