Benefits
QuickBooks Expert
I am a QuickBooks Certified ProAdvisor with all QuickBooks Online certifications currently available (Online, Online Advanced and Payroll). I work as an independent QuickBooks consulting professional and I am used to answering questions on how to use QuickBooks better.
Business & Accounting Advice
Being a great accountant is not just about filing forms. If a promising tax opportunity arises, or I find a more effective way to handle your accounting or payroll, I will let you know.
Avoid Paying for Services You Don't Need
I do not charge for work that is unnecessary, or does not provide value. Not everyone will need monthly bookkeeping. Some will only need a quarterly engagement, or none at all.
Discount Bundling
As mentioned, there are discounts for bundling multiple services together. For example, monthly bookkeeping can result in a free tax return!
Services Offered
Tax Preparation and Planning
Please see the Tax page for more information on tax preparation and planning. If you are planning on bundling tax with other accounting services, please schedule a consultation using the link above.
Bookkeeping
Includes preparation of monthly financial statements and reconciliations, error correction, and verification of balance sheet accounts. Can assist with setup and use of accounting software (such as QuickBooks) or work with accounting software you already have. Can also assist with sales tax filing.
Payroll
Includes payroll processing for each pay period, as well as filing of quarterly and annual payroll tax returns. Ensures compliance with governmental laws on payroll accounting ad payroll taxes. Can also set up direct deposit if necessary.
Advisory - Charged as Needed
If there is a more effective and efficient way to keep records or run your business, I will let you know. I am also available to answer questions or solve issues you may have. Here are a few issues I have helped past clients with:
- Helped a client set up a POS system and track inventory
- Helped many with PPP, ERC, and other loan filings
- Helped a client transition to a new lease accounting standard