Bookkeeping Services

The basics…
We provide full service bookkeeping at any level you need, from monthly reconciliations and financial statements to entering all your transactions. We also provide file cleanup and catchup services.

We can file & remit your sales and use taxes, franchise taxes, and payroll taxes. We offer receivables, payables,and payroll services as well. I also cleanup/correct past bookkeeping issues.

Tax Planning
No surprises come next January!

No one likes being surprised at their tax bill. There is often a gap between your bookkeeper–with whom you work with throughout the year–and your tax professional–with whom you only interact when tax time rolls around. I will monitor your tax situation, help you estimate quarterly tax deposits to prevent penalties, and show you ways to reduce your tax liability!

QuickBooks Training & Products

Lots of $$ to be saved here!

I can save you $$ with access to the best prices on quickbooks products & subscriptions. I can set up your accounting software, train your staff how to use it, and help you discover the best workflow for your business. Click on the banner at the bottom of the page to get started.

Business Filing Services
I can save you time and $$$

Come to me for your business filing services that are required for a variety of business needs such as forming a Corporation or LLC, filing a DBA, Trademark Search and Registration services, with service that is fast, reliable, and affordable. Click on the banner at the bottom of the page to get started.

Business Cash Flow Management & Analytics
Make business decisions like a pro! Of small businesses that fail, 65% fail because of poor cash flow management and understanding. Let’s destroy this stat together.

Looking for your ROI? Would like to see a visual representation of your A/R performance? I can keep you informed with easy to read charts and graphs to help you make decisions for your business’s future!
Business Tax Returns
Who better to do your taxes than the one who knows your business in & out? Forms 1120, 1120S, or 1065, Schedule K & M-2, Schedule L Balance Sheet We do all the work, you just review. Efile is included …and if you decide not to take advantage of our affordable bookkeeping services we’ll gladly refer you to our CPA Tax Team partner!
We encourage you to visit our FAQ page for a list of common questions about packages, billing, and services