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 any more than you absolutely have to. Additionally, we perform an extensive review process before filing each tax return.
*Note: We do not provide payroll services and therefore cannot assist with payroll tax.forms.
**We currently are not accepting non-profit, trust, or estate clients – only sole proprietors, LLCs, home associations, S-Corps, Corporations.
“An ounce of prevention is worth a pound of cure.” – Benjamin Franklin As optimism grows among consumers that the worst of the pandemic is behind us, many are venturing out again (sans mask), shopping, traveling and socializing with friends and family. Yet the financial symptoms of the pandemic still linger with rising inflation, high…
I often think that success in life is quite closely tied to how well you can trick yourself into doing what you need to do. Relying on willpower alone is overrated because often we are deficient in enough willpower we need to get through our day … at least in my case. Over the years,…
We offer different packages depending on the size of your business, your needs, and your budget. We understand that small businesses are tight on cash and need to watch their expenses, so our Starter Package gives you what you absolutely need to ensure you have accurate financials. As you are growing, you will need more…
This time of year, many are focused on getting in shape, losing weight and improving mental and physical health. It’s also a very good time to get your financials in order for a more profitable, less stressful, more organized year in business. When your financials are in shape and you commit to healthy habits of…
It’s that time of year again … a time that can be very stressful, daunting and even harrowing for many business owners. That is why many entrepreneurs tend to procrastinate when it comes to preparing their yearly taxes, which only causes a whole new set of problems. If you are starting to feel overwhelmed and…
Many of our clients have had questions about the 2021 Advance Child Tax Credit – let’s cover some of the questions that you may be wondering.
Sometimes when you’re not actually doing the work, it seems like it shouldn’t be that hard or take that long right? Maybe you’re wondering what you’re actually getting while paying for your bookkeeping services, so we thought we’d give you a behind the scenes look at what it is your bookkeeper and CPA are doing for you monthly!
Is having an accountant really worth the extra cost? What do they actually do anyway? Do I only need an accountant to do my taxes at year end?
A budget is a plan for the upcoming year or years. Usually, it is created by looking at previous financial periods and estimates for the upcoming year. A budget helps you to see if your goals are realistic, if costs are going to be too high, and to set your company up for success in the upcoming year.
In any Quickbooks account, you can go to Settings – Account & Settings. How you track these expenses depend on what level of Quickbooks you have. If you have Plus, you can go to Advanced – Categories, and turn on Track Classes or Track Locations. Next go to Settings – Products & Services – Classes…
When I arrived at one of my clients, they were behind several weeks in various accounting functions and needed help catching up. One of the first projects they needed to catch up for was invoices. Invoicing for this client is generated out of a third party software which was then entered into their accounting software.…
As a small business owner, selecting the team that you work with, both for internal and external help is a huge part of your success. Understanding the role that an employee or professional service can play in that success is the first step to reaching it. Nowhere is this more important than when it comes…
Should I care if my Balance Sheet is wrong? We’ve noticed that some small businesses focus on their Profit & Loss (or Income Statement) and ignore the Balance Sheet in their Quickbooks account. Many people don’t really understand what the Balance Sheet is for anyway, so why worry about it if it’s wrong? What is…
Regardless if you love poring over spreadsheets or bookkeeping really isn’t your thing, it is one of those tasks that no business owner can avoid — unless you hire a Certified Public Accountant (CPA) to do it for you. Maybe you are considering hiring a CPA in the future, but aren’t quite there yet —…
Certified Public Accountants (CPAs) are trusted financial advisers who help individuals, businesses, and other organizations plan and achieve their financial goals. They often act as consultants on a variety of different issues, including taxes and accounting. In order to become a CPA, there are education requirements that need to be fulfilled as well as the…
One of the most complicated aspects of running a successful business is properly managing your finances, and all of the documentation, filings, etc. that comes with them, yourself. It’s one of the reasons that so many small business owners outsource their bookkeeping and accounting to local or national accounting professionals. However, if you are committed…
