° ° ° Value Adds ° ° °

We bring value in four forms:

Monetary Value

Time Savings

Eliminate Risk

Peace of Mind

° ° ° Our Services ° ° °

Accounting & Bookkeeping Services to Fit your Needs

Bookkeeping Packages

Certified Quickbooks Advanced ProAdvisor bookkeepers and CPA reviews give you peace of mind and accurate financials
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Tax Preparation

Our extensive reviews and in-depth processes ensure that your tax forms are filed accurately, and you don’t pay more than you absolutely have to.
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Quickbooks Clean-Up Packages

Any mess is not too big for us; we can help you get your Quickbooks back to where it should be.
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Financial Analysis

Set goals, budgets, and analyze exactly how your company is performing so you know exactly what you need to do to grow your business.
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Tax Planning & Strategy

Know what you owe before tax season, and also what you can do to lower your taxes  before it’s too late.
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Additional Services

Dext, Company Set-up, Quickbooks Desktop to Online Conversions, Accounts Payable, and other services.
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° ° ° Accounting & Bookkeeping Packages ° ° °

*All of these packages are priced based on Company Revenue and Sales.

STARTER PACKAGE

Perfect for NEW or Small Businesses
  • Monthly Transaction Posting
  • Monthly Bank & Credit Card Reconciliations
  • Personal Expert QuickBooks ProAdvisor Bookkeeper
  • Cloud Based Accounting
  • QuickBooks Online Setup
  • Onboarding & Basic Staff Training
  • Monthly CPA Review of Accounts
  • Custom Reporting
  • Monthly Basic Financial Reports
  • Quarterly Financial Packet including Financial KPIs & Executive Summary by CPA

STANDARD PACKAGE

Perfect for Growing Businesses

  • Everything in Starter Package +

  • Annual Tax Strategy Review with Client before Year End
  • Year Round Tax Strategy & Planning with Custom Tax Dashboard
  • Monthly Financial Packet including Financial KPIs & Executive Summary by CPA
  • Quarterly In-Depth Financial Analysis Report
  • Annual Quickbooks Budget
  • Optional Quarterly Virtual Meeting with CPA to Review Financials

ELITE PACKAGE

Perfect for Larger Businesses

  • Everything in Standard Package +

  • A Team of Expert QuickBooks ProAdvisor Bookkeepers
  • Weekly Bank Transaction Posting
  • Optional Monthly Meeting via Zoom with CPA to Review Financials
  • Monthly In-Depth Financial Analysis Report
  • Business Plan Development
  • Receipt Bank/Dext (mobile receipt documentation) & Posting by Bookkeeper
  • Advanced Cash Flow Forecasting
  • Additional In-Depth Year Round Budgeting, Forecasting, & Planning
  • Internal Control Review, Development, & Yearly Audit
  • 1099 Management
  • Bill Pay & Invoice Management
  • Customized Accounting Services Based on Client Needs
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° ° ° Why Choose Us ° ° °

INNOVATION & TECHNOLOGY

We believe that innovation is happening all around us, all the time, and we take advantage of the technology that is out there in order to provide a better experience for both our clients and our employees. We are a fully virtual accounting company that is not tied down to outdated procedures or geographical location which allows us to offer reasonable prices with exceptional services.

We are based out of Lexington, KY, but we work with clients all over North America. We value training and constantly look for ways to better our staff in the field of accounting, bookkeeping, and tax strategy, which allows us to continually provide superior services. We know that compliance and data entry are necessary, but we also realize that we are in a perfect position to be the advisors that small businesses need to succeed and take their business to the next level.

About Us
State-of-the-Art Technology
Integrated Services for Success
Streamlined Data Management
Tax Savings & Confidence
Ongoing Support & Partnership
Consulting & Advisory Services

What our Clients Say

Reviews

Meet our Team

We strive to have the best and happiest employees, so we place a work-life balance as a top priority. We offer flexible schedules, work-from-home options, and profit sharing to our teams, which allows them to find fulfillment in their work without sacrificing their personal happiness. We emphasize training and have required accounting, bookkeeping, and strategy trainings for our team every month — so that they are always prepared to offer the best of the best to their clients.

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° ° ° Business Solutions ° ° °

Create the Ideal Solution for your Business

Tax Planning & Management

Instead of waiting until the end of the year, know where you stand with enough time to plan for it. Additionally, you get access to your own Tax Strategy Portal, where you can view up-to-date information on your projected tax liability for the upcoming tax year utilizing your QuickBooks real-time data — allowing you to plan on an entirely different level.

We can manage your sales tax for you and submit the payments via QuickBooks. We will ensure that the liabilities are accurate each month and that your sales tax is set up correctly.

  • Tax Projections & Strategy: If you hate paying taxes, we are right there with you. We partner with a fantastic tool that updates your tax projections in real time based on the current performance of your company. We build your individual tax strategy based on your current tax projections and identify what you need to do before the end of the year to lower your tax burden as much as possible.
  • Income Tax Preparation: We know it’s not fun, but it has to be done. We prepare each tax return as if it was our own. We send out initial questionnaires, perform initial tax work, and then follow up with questions and try to identify any missing deductions, errors, or documents that might affect the accuracy or amount of your taxes. We certainly don’t want you to have to pay anymore than you absolutely have to and we perform multiple reviews before filing each tax return.
  • New Company Setup: Setting your company up correctly from the beginning can save you a lot of time and money in the long run. We file all the necessary paperwork to make sure you are set up correctly at the federal, state, and local level including obtaining your EIN number, LLC paperwork, and tax setup documentation. We also investigate and prepare, when possible, local business paperwork for you to file.

Tax Planning Software Platforms we partner with:

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Budgets, Forecasting & Financial Analysis

Get control of where your business is going with budgets, forecasts, and cash-flow forecasting with apps we add on and manage for QuickBooks. This is what really drives businesses forward, knowing where they want to be and working towards their goals.

  • Budgets: One of the most important tools in a business is a budget. A budget helps you pinpoint where you need to be in order to be profitable and gives you a concrete way to measure where you want to be against where you actually are. A budget allows for strategic, long-term planning that will help your business to succeed.
  • Financial Analysis: Are Profit & Losses and Balance Sheets all Greek to you? We use advanced analysis tools to provide you with an easy to read report with insights and metrics that actually let you know what you are doing right and what you are doing wrong. We measure and monitor KPIs (key performance indicators) that matter most to your business. We use charts, tables, and visually appealing graphics to make your financials simple.
  • In-Depth Forecasting, Projecting, & Budgeting: We partner with Futrli, an intensive forecasting software, to create and maintain multiple budgets, forecasts, and scenarios to give you the information you need to confidently make business decisions. This is for the business that has grown to have many moving parts and needs a cohesive way to bring all the data together and see how making a change would affect the business in the long run.

Budgeting & Forecasting Software Platforms we partner with:

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Receipts, Accounts Payable & Cash Flow Management

  • Receipt Bank & Receipt Posting:  Clean up your work space and your life with this app — all you have to do is take a picture in the app of your receipt or the bill and the app automatically processes it and sends it to us to approve and import into Quickbooks.
  • Entering and/or Paying Bills:  We use bill.com to setup advanced A/P systems for your company. This system allows us to customize the system so that you are as involved or as uninvolved as you like, including allowing you to approve or issue payments as checks or ACH payments.
  • In Depth Cash Flow Management: We use an advanced cash flow management system to integrate into your Quickbooks to show you exactly what your cash flow will look like in the coming weeks, months, and even years. We monitor your cash flow forecasts each month and make adjustments so that your forecasts are always up to date.

Financial Software Platforms we partner with:

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° ° ° Our Reviews ° ° °

What our Clients are Saying

Each monthly bookkeeping client has a personal bookkeeper and CPA that care for and manage their accounting & bookkeeping work. Having people personally know you and your business help us to provide exceptional service that is individualized to your circumstances, including how you prefer communication, how involved you would like to be, and the details that make your company unique.

Great service
Google Review

“Great service, use really good software, easy reporting and filing.” – Josiah R., Google 5 Star Review

Keeps us up to date
Google Review

“Innovative Accounting is on top of our accounts and keep us up to date on the latest info with the PPP loans and help our company stay in budget.” – Erick G., Google 5 Star Review

They made running my business easier
Google Review

“Bethany and her team of accounting pros took on our business in 2021 after having a difficult time finding a company who could understand and work with the complexity of our company finances. They have helped us grow, restructure our corporation, provided tax planning, and answered all our accounting needs. I’m grateful for Innovative Accounting.…

So much knowledge
Google Review

“Innovative Accounting provides their clients with so many packages and services that small businesses need and can customize to fit their specific needs. Bethany has so much knowledge when it comes to accurately filing, managing and saving money on your taxes. I’ve learned so much from her already. And she serves her clients with such…

Very knowledgeable and experienced
Google Review

“Bethany is very knowledgable and experienced. She cleaned up everything for me and saved me from a big mess. We now use her for multiple businesses and she provides thorough reports that help us tremendously. She goes above and beyond.” – Scott Postlewaite, 5 Star Google Review

Very patient and knowledgeable
Google Review

“This was probably the best tax preparation experience my husband and I have ever had. We usually don’t take the time to write reviews, but the service we got deserves it. The lady we delt with, Bethany, was very professional and informative. We had a lot of questions due to our unique circumstances, she was…

Great Firm
Google Review

“We spent 2 1/2 years thinking we were being well accounted for. Only now are we seeing that this is how it should be done and that there is a lot more to it than what was occurring. Great firm!” – Local Service Based Company

Easy reporting and filing
Google review

“Great service, use really good software, easy reporting and filing.” – Josiah Robey

Very professional and quick to answer questions
Google Review

“We used Innovative for a online QBs clean up and year end review. The team was very professional and quick to answer questions. Would recommend and use again. Thanks.” – John Nickels

Best experience
Facebook Review

“Best experience I’ve had working with an accountant!” – Marcelo Casiano

° ° ° Contact Innovative Accounting ° ° °

We believe our services speak for themselves, we don’t believe in pushy sales tactics.

CONTACT US

Not sure how to get started? Have a quick question? Contact our team. No pressure, no strings.
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PLEASE CONTACT ME

If you have questions, comments or want to learn more about our services, please click “Drop Us a Line” and a member of our staff will get back to you within a few days.
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° ° ° Our Blog ° ° °

News, Updates & Advice