Revenue & Expenses
When revenue or expenses happen, it’s our job to record and categorize these into your books. Traditionally this is done manually, but we use automated systems to make this process faster and cheaper! We can quickly and accurately record the transactions without you having to do a thing.
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
We specialize in clean ups and resolving complex issues. We review your books in depth for thorough analysis, including the general ledger, then present our findings, as well as suggestions to make your life easier come tax time. Our team is trained to look for specific errors that may cause red flags with the IRS.
Money Management
Most companies need to carefully manage their bills, and our bill pay management system helps give you the control you need to preserve cash. Our automated bill pay system integrates directly into your bookkeeping system, minimizing the time and energy spent monitoring bills.
Set Up & Optimization
Modern bookkeeping uses automated systems to do all of the heavy lifting in bookkeeping. We help you to set up connected, automated systems that help do much of the work automatically providing up to the minute 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
The biggest indicators of your financial position are: the income statement, cash flow statement and balance sheet. We’ve built our own, specialized system that produces low cost, highly accurate financial reports. We also explain what the financial statements mean for 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.