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.
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…
