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OUR SERVICES

Rest assured that you're in good hands! I am a QuickBooks Online Proadvisor & an Enrolled Agent with years of experience in various industries. You will be able to "cherry pick" the services that will best serve you and your business. If there’s anything specific you’d like to inquire about or discuss further, feel free to ask—I’m here to assist! 

Working with Financial Documents

TAX PREPARATION

  • Small business tax returns

  • Individual tax returns

  • Use real-time data to implement tax strategies that will decrease your tax liability throughout the year

  • Quarterly reviews with recommended estimated payments

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BOOKKEEPING & ACCOUNTING SERVICES

And of course....all things bookkeeping are offered:

  • Reconciling Bank Accounts & Credit Cards

  • A/P & A/R Management

  • Job Cost Accounting

  • Month-End closing

  • Review & Analysis of Financials with Custom Reporting to include KPIs & various metrics

  • Work with your service software to integrate with QB (i.e. ServiceTitan, Field Edge, HouseCall Pro, MyCase, etc)

  • ...and more!

Working with Spreadsheets

AD-HOC PROJECTS

Sometimes, it's hard to tell where to start. We can assist in various projects that can include, but not limited to: 

  • Financial/Bookkeeping Health Check

  • QuickBooks Set-up

  • QuickBooks Clean-up

  • Review Internal Mapping

  • Internal Workflow Set-up

  • Document Internal Processes & Procedures

Working with Financial Documents

PAYROLL SERVICES

We can assist with your internal payroll cycle:

  • Set up payroll items

  • Track paid-time-off accruals

  • File and submit payment for payroll taxes

  • Year-end filing

  • W-2 and 1099 submissions

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ADVISORY SERVICES

Our advanced reporting system provides custom-built KPIs and desired metrics to help you with:

  • Cash flow forecasting

  • Reviewing Operations

  • Revenue Potential

  • Business Planning

  • Budgeting

  • Make informed decisions

  • Stay ahead of the competition

Working with Spreadsheets

ACCOMPLISHING YOUR GOALS

All of the above services can be completed virtually with phone & video calls/meetings.

 

There is also the option that a member of our team can come to your place of business & work along side of your team to expedite reaching your goals!

 

Let's take the first step towards the next chapter of your journey!

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