Managing all aspects of your day-to-day financial transactions within your accounting software including monthly bank & credit card reconciliations, invoicing and bill payment, payroll, and preparing monthly financial reports
Analyzing your financial statements
Reviewing your monthly financial statements with you
Advising you on financial matters related to your business
Preparing sales tax returns for product-based business (if applicable)
Tax Prep & Filing
Electronically preparing and filing your quarterly and annual federal, state, and local income tax returns for your business and yourself
CFO Advisory Services
Considering starting your own business? I'm here to guide you along every step in your journey ensuring you get your business started the way that makes the most sense for what you want to achieve both short-term and long-term.
Giving you the highest level of financial advisory and reporting, including managing your cash flow effectively, preparing and monitoring cash flow forecasts and budgets, identifying trends in your business, and helping you make fully informed and strategic decisions in your business to operate and grow your business as efficiently and sustainably as possible.
Nobody likes owing most of their hard-earned money to the IRS. Tax planning is what we do to help you reduce what you owe as much as possible (legally, of course!), and is done all year long NOT just at tax time!
Frequently Asked Questions:
How much do your services cost?
While I do offer base prices (as listed on the pricing page), my actual service fees are very much customized based on your unique needs. I don't believe in a one-size-fits all approach to my services and the same belief holds true when it comes to pricing. This is because I firmly believe that each business is unique and should be treated as such. Bottom line, YOUR pricing may be higher or lower than the base pricing I have listed based on the included services with each package.
Are You a CPA?
No, I am not a CPA. I do, however, have close to 20 years experience, 2 honor's degrees in Accounting, and I am certified in QuickBooks Online, Xero, & Gusto. I also work with clients using Wave for their accounting and bookkeeping needs. Most CPA's have only ever been in the Accounting and/or Tax industry whereas I have personally worked in both the retail and service industries, as well so I bring a unique perspective and deeper understanding of the inner workings of these industries including the customer service aspect.
Why should I choose your company?
I make it my business to help your business because I firmly believe that your success is the key to mine! I know how much hard work goes into starting and running a business and want to help ease your workload by taking care of all your bookkeeping, accounting, and tax needs. I understand how valuable your time is and the importance of a work-life balance as I have juggled school, work, and a family simultaneously. I understand the importance of time-management, budgeting, and staying on top of financial records on all levels and I will do everything in my power to ensure we both succeed. I will say that I can show you better than I can tell you so feel free to check out my Google Reviews as they may better help you understand if I am the right choice for you. If you like what they have to say, then book a discovery call to see for yourself if we're a good fit and what it would be like to work with a company who is as dedicated to your success as they are their own!