Services
Small Business Services
Being a small business owner means wearing multiple hats… usually every hat. These services are designed to streamline your small business operations, ensure accurate financial reporting and simplify your tax filing processes. My services help small businesses at all stages maintain organized financial records and improve cash flow management.
-
Many business owners are using a simple excel sheet and stack of receipts to manage their bookkeeping. While these methods might seem simple, they aren’t the most efficient way to keep track of your finances or to prepare for tax season. I will do a comprehensive accounting review of your current bookkeeping process, implement organized accounting systems and identify areas where you can improve efficiency, empowering you to make more insightful decisions. Contact me below to get started.
-
Using your existing accounting records, I will provide you with a full set of financial statements along with valuable performance indicators and strategic financial support, equipping you with the confidence to make more informed decisions for your business.
*You must already have a bookkeeping process in place. If you don’t, the bookkeeping consulting service will need to be implemented first.
-
A budget is a realistic and current report of your monthly income and expenses, as well as a snapshot of your asset and liability balances. A forecast is a projection of expected income and expenses using assumptions and historic trends. This service is designed to help business owners create or refine a detailed budget and forecast targets for an upcoming fiscal period or an upcoming goal. Your timeline and financials are leveraged as benchmarks to determine when you’ll meet your specific budget goals.
*You must already have a bookkeeping process in place. If not, the bookkeeping consulting service will need to be implemented first.
-
Taxes are one of the more dreaded processes for business owners, and it’s an area that most would like to be less confusing and pocket draining. If you operate a multimember LLC, Partnership, S Corp or private C Corp, you need to first file tax returns for your business so that you can stay compliant and then file your personal returns with that information. I will ask thorough questions to ensure you’re claiming all tax deductible expenses, and help you minimize your liability.
This service comes with electronic filing and tax planning throughout the year to help legally reduce your taxable income and ensure an accurate return.
Individual Services
You may be able to file your tax return on your own if you have simple W-2 employment, but there are many benefits to filing with a CPA. If you get paid via 1099s, need to report a Schedule C or Form K-1, own property or investments, or have dependents or a spouse, I’ll get your taxes filed accurately and implement tax strategies to maximize your refund.
-
I’ll get a full picture of your current tax situation and ensure you’re taking advantage of the credits and deductions you qualify for. If you’re the owner of a sole proprietorship, LLC or Partnership and need to report that income on your personal returns, click the link below to get started.
This service comes with tax strategies to help legally reduce your taxable income and ensure an accurate return. Taxes are filed electronically for fast processing.