Tax season 2025 is here! OBBBA is here! Contact me - I am taking new clients!!
PROFESSIONAL ACCOUNTING SERVICES
Getting To Know Your Business
I take a very personalized approach to providing accounting services. This starts by learning about your business in order to see it like you do - how it works, and what makes it successful. This approach gives me the best means of being able to help you manage all things financial with your business. It will be my pleasure to consult with you at no cost to you.
What Do You Need?
You and I will review your current accounting system and resources. Although Quickbooks is the most common system used, I will work within any system you have in place. If you are just getting started, and have no system in place, I will establish a Quickbooks subscription at no cost to you. We will then determine if you need Collaborative Services (working with your in-house resources) or Full-Charge Services (performing all accounting functions, up to and including financial statement preparation).
accounting package
Most clients, especially those starting a new business, establish a package of services that are all needed to manage the financial aspects of the business. Your Quickbooks subscription automatically includes all of the Specific Package Services listed below.
If you require Fixed Asset Management and/or Payroll Processing for any employees you have, these can be added to your package. The Package Pricing section below includes sample packages with and without these services.
Specific package Services
Bank Statement Reconciliation
Payables Recording
Receivables Recording
Journal Entry Bookkeeping
General Ledger Management
Financial Statement Preparation
Sales/Use Tax Returns
Business Registration