Real Life Examples | Innovative Accounting

Our Clients' Stories

Real Life Examples of how our team at Innovative Accounting saving our clients money, reduced tax liability, contributing to better financial planning, developed growth strategies and just contributed to their peace of mind.

Case Studies

Client Appreciation with QuickBooks Assistance

Industry: Technology Company ____________________________________________________________________ Service: Monthly Bookkeeping ____________________________________________________________________ What Happened: When the client has issues, questions, or needs assistance with QuickBooks, he always reaches out and is very appreciative for us fixing or assisting with the specific problem at hand or the explanation provided. ____________________________________________________________________ Our Client’s Words: coming soon …

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Case Studies

Client Satisfaction that Keeps Him on Track

Industry: Landscaping ____________________________________________________________________ Service: Monthly Bookkeeping ____________________________________________________________________ What Happened: Client states we’re great, very professional, and accessible! He appreciates when at times he falls behind on his monthly tasks that his bookkeeper, Jenna, helps him to catch up and get back on track. His research on us as a company and not a big corporation is what attracted him to work with us. ____________________________________________________________________ Our Client’s Words: coming soon …

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Case Studies

Client Satisfaction with our Peace of Mind Bookkeeping

Industry: Real Estate ____________________________________________________________________ Service: Monthly Bookkeeping ____________________________________________________________________ What Happened: He states he has very few needs, and we communicate with him because he does not like dealing with it [bookkeeping], so he’s happy we handle everything for him. ____________________________________________________________________ Our Client’s Words: coming soon …

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Case Studies

Client Satisfaction after Managing Company Finances

Industry: Consulting ____________________________________________________________________ Service: Monthly Bookkeeping with Tax Strategy ____________________________________________________________________ What Happened: She’s very happy with us as a company and the services we provide. Prior to working with us, she did not know how to handle and manage the company. Our client states we’ve made her life easier and could not be more thankful or imagine the past year without us. ____________________________________________________________________ Our Client’s Words: coming soon …

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Case Studies

Client Satisfaction after Pricing Change

Industry: Personal Gifts ____________________________________________________________________ Service: Monthly Bookkeeping ____________________________________________________________________ What Happened: In our annual check-in, we advised our client about an increase in pricing as we were no longer offering the current pricing her current package was on. Our client was extremely understanding, in fact, the client said she thought we were undercharging for the high level of services we provide. She’s very appreciative of what we do and could not be happier with the team she works with. ____________________________________________________________________ Our Client’s Words: coming soon

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Case Studies

Year-end bookkeeping for accuracy

Industry: Condo Association ____________________________________________________________________ Service: Year-end bookkeeping ____________________________________________________________________ What Happened: This client is highly involved in maintaining the accuracy of their books and has a very specific way they like things done. They also work closely with another accounting firm and their banks to ensure everything is just so. Supporting this client requires frequent communication, collaboration, and flexibility on our part. We review details carefully, make adjustments as needed, and provide input to keep everything consistent. ____________________________________________________________________ Our Client’s Words: “As always, I am very grateful for your ongoing support and professional advice. Jenna, you have always been timely and thorough in responding to any and all questions that I have. Thank you!.” – LA

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Case Studies

QuickBooks Clean-up Project, Monthly Bookkeeping, & Tax prep results in Amended Tax Return & Refund of $14,838 from the IRS & $5,700 from the State

Industry: Communication ____________________________________________________________________ Service: QBO Cleanup Project, Monthly Bookkeeping & Professional Tax Preparation & Amendments for Incorrectly Filed Tax Returns ____________________________________________________________________ What Happened: Client attempted to perform their own accounting resulting in incorrect financials as income was double booked. This resulted in the client owing $14,838 in taxes when in fact that client did not owe tax at all. We performed a QBO Cleanup Project and filed an amended tax return resulting in a refund of overpaid taxes of $14,838. ____________________________________________________________________ Our Client’s Words: “Thank you so much for your thorough and detailed work on this. I’m grateful to have it done and behind me.” – JH

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Case Studies

Quickbooks Clean-up Project, Monthly Bookkeeping, & Tax prep results in resolution of Notice of Intent to Seize Property by IRS & Lowering of Tax Owed by $157,996+

Industry: Communication ____________________________________________________________________ Service: QBO Cleanup Project, Monthly Bookkeeping & Professional Tax Preparation & Amendments for Unfiled Tax Returns + Incorrectly Filed Tax Returns ____________________________________________________________________ What Happened: Business client filed his own 1120S tax returns using incorrect financials and without accounting expertise. This resulted in two of the owners owing $157,996+ in taxes for two years. Due to inability to pay this amount, the owner did not file taxes for several years out of fear. The IRS eventually sent notices to seize property unless this was resolved. Actual amounts owed to the IRS for 7 years of unfiled or incorrectly filed tax returns were amended and filed really amounted to $21,928 + penalties & interest. ____________________________________________________________________ Our Client’s Words: coming soon

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Case Studies

QuickBooks Clean-up Project, Monthly Bookkeeping, & Tax prep results in refund of previously overpaid taxes of $27,575 + lowered taxes

Industry: Legal; Services ____________________________________________________________________ Service: Monthly Bookkeeping, Tax Prep ____________________________________________________________________ What Happened: When we began working with this client, her books needed significant cleanup and organization. We made necessary corrections and prepared her tax return accurately and efficiently. Additionally, we identified income that was double reported on prior tax returns due to her mixing personal and business transactions. The result? She received her first refund in over 30 years on the next tax return and refunds for overpayments of taxes in the amount of $16,532 & $11,043 (total $27,575). She was thrilled — so much so that she sent us a heartfelt message of thanks and a gift basket to show her appreciation. ____________________________________________________________________ Our Client’s Words: “Going with y’all is one of the best decisions I’ve made this year!!!” – GW

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Case Studies

Sales Tax Reporting Services Saved Clients $9,000 in Tax Penalties

Industry: Marketing ____________________________________________________________________ Service: Monthly Bookkeeping, Sales Tax ____________________________________________________________________ What Happened: Sales Tax Reporting Services Saved Clients $9,000 in Tax Penalties and Removed a Levy on Income against the Owner Issued by State of KY for $52,646.12 that should actually have only be for less than $500. Client received levy against income for failing to file sales tax for over three years. Took over filing sales tax reports monthly & worked with client & Department of Revenue to get all sales tax filings up to date and was able to get all penalties forgiven. ____________________________________________________________________ Our Client’s Words: “Going with y’all is one of the best decisions I’ve made this year!!!” – GW

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Case Studies

Professional Tax Services Saved Clients $150,000+ in Taxes and $35,260.69 in Penalties in One Year

Industry: Fast Food Services ____________________________________________________________________ Service: CPA Tax Preparation ____________________________________________________________________ What Happened: Client previously used 1-800 Accountants in the past and had numerous mistakes on their tax returns, resulting in additional tax due of $75,000 beyond what was actually owed. Client refused to file taxes due to the high amount and both partners were hit with Failure-to-File and Failure-to-Pay penalties. Professional expert tax preparation identified and corrected the mistakes of prior tax provider, lowering the tax bill by approximately $75,000 per partner. After taxes were filed, we were also able to get the penalties removed. ____________________________________________________________________ Our Client’s Words: “Thank you so much for all that you’ve done!” – ZCR

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Case Studies

Tax Strategy Saved Client $15,605 in one year

Industry: Used Online Resale Retailer ____________________________________________________________________ Service: Monthly Bookkeeping with Tax Strategy ____________________________________________________________________ What Happened: We applied applicable tax strategies to save client $15,605 ____________________________________________________________________ Our Client’s Words: “Thank you so much!” – JR

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Case Studies

Tax Strategy Saved Client $6,885 in one year

Industry: Construction & Remodeling ____________________________________________________________________ Service: Monthly Bookkeeping with Tax Strategy ____________________________________________________________________ What Happened: We applied applicable tax strategies to save client $6,885. ____________________________________________________________________ Our Client’s Words: “Excellent work!” – CC

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Case Studies

A/R Review Saved Client $5,040

Industry: Temporary Staffing ____________________________________________________________________ Service: Monthly Bookkeeping with additional A/R Review ____________________________________________________________________ What Happened: We followed up on an invoice that was over 90+ days old with our client. Since there were two invoices with the exact same amount, the client thought that both invoices had been paid. Since we reconcile all payments to bank deposits, we were able to verify that only one invoice was paid and the other invoice was still outstanding which resulted in our client following up and collecting on the outstanding invoice (which otherwise would have been marked as paid and the income not received). ____________________________________________________________________ Our Client’s Words: “Wow!!! Thank you thank you thank you. There was an issue with payment and I calculated wrong. What a huge mistake I made. This is why we work with you! Thank you I will charge them now. What a great catch!” – SP

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Our Testimonials

What our clients are saying about us …

My company exploded

Google Review

“I tried to run my company for 2 years doing my own accounting and book keeping and it took a lot of time away from actually running my company. Once I switched to innovative accounting my company exploded because I was able to focus on the company. I count say enough great things about Innovative! Jade and Bethany have been joy joy to work with!” – Corey Craig, 5 Star Google Review

4th year with Innovative Accounting

Google Review

“We’re turning our 4th year with Innovative Accounting and we couldn’t be happier with their team. Everyone on their staff has been a pleasure to work with and they do an excellent job on all of our financials. They are quick to respond with help to questions, go above and beyond for their clients, and utilize creative technology and software to round out their services. We will continue to use their accounting services for years to come.” – Jason Sanders, 5 Star Google Review

Impressive Response Times

Google Review

“Innovative has impressive response times when it comes bookkeeping. They answer all my questions. Highly recommended.” – Rex Gillim, 5 Star Google Review

Cutting edge technology

Google Review

“I first signed with Innovative Accounting “IA” in 2021 to clean up issues I had with my QuickBooks, and was having difficulty getting help from my accountant. IA came in and got everything back to normal, made suggestions on categories, and has been handling my bookkeeping and taxes ever since. IA uses cutting edge technology to make the client’s experience less stressful! Brittany and her team are awesome, extremely professional , over the top competent, and unbelievably responsive. I have NEVER had an accounting firm respond so quickly, thoroughly, and thoughtfully in my 33 years of using professional accounting services I highly recommend Innovative Accounting for your bookkeeping and accounting needs.” – Janet Randle, 5 Star Google Review

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. They’ve made running my business a lot easier. I highly recommend this certified public accountant!” – Jarrod T., Google 5 Star Review

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 a positive, cheerful and helpful attitude.” – Nicole M., 5 Star Google Review

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 very patient and knowledgeable through the entire process. For the service we received it was very reasonably priced, we will definitely use her again.:” – Paola Wilkinson

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

— Michael S, Canada

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— Nikita B, Australia

WOW! Dapibus velit vel suscipit malesuada. Morbi tincidunt, purus sapien consectetur libero, vitae venenatis eros lacus vitae erat. Mauris tristique pretium tristique.

— Sara B, Germany

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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

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