Let's Talk About Services

 

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Financial Services

Whether you're a new or seasoned business owner, financial statements can seem daunting and hard to understand. But knowing how your business is doing is an important component of being successful. Let me prepare and explain the statements to you in a way that helps you run your business more efficiently.

Your bank may require quarterly financial statements, or you may want to know how your business is doing on a monthly basis. Together we can determine the level of detail and frequency that you need.

Having a good grasp of how profitable your business is throughout the year allows you to prepare for tax time. You can anticipate your tax liability and make necessary adjustments before the end of the year. I will work closely with your tax preparer for a seamless year-end that will save you money on tax preparation costs.

 
 

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Payroll Services

Payroll is so much more than just getting your employees paid on time. Withholdings, tax deposits, quarterly and annual reporting, and retirement plan contributions can be a lot to keep track of.

My expertise in small business payroll includes direct deposit options, electronic tax deposits, Section 125 and health insurance deductions, and retirement plan deductions. Together we can come up with a solution that works best for your small business and employees.

 
 

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Bookkeeping & More

Maybe your small business needs basic bookkeeping services such as billing or accounts payable. Or maybe you have the staff for the basics but would benefit from a professional preparing sales and use tax or preparing monthly bank reconciliations.

Maybe you just need a little bit of start-up help, like setting up QuickBooks or other accounting software, and training to use it correctly. I am a Certified QuickBooks ProAdvisor.

Whatever your needs, I can bridge the gap between your staff and your tax accountant. As a small business owner, your time is valuable, and it should be spent adding value to your company. Let me take over the financial responsibilities so you can run your business effectively.