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QuickBooks Online is our accounting platform of choice as it is the clear cut industry leader and is robust enough to handle 100% of the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, etc.) that provide for a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money.

Experience stress-free tax seasons with our comprehensive monthly bookkeeping service. We handle everything from categorizing your revenue and expenses to performing reconciliations and conducting in-depth financial statement analysis. But that's not all – we go beyond the numbers by providing visual reports tailored to YOUR business. Our aesthetically pleasing reports are designed for easy comprehension, ensuring you stay informed about your financial status. Say goodbye to last-minute tax season worries. Our reports are delivered directly to your inbox by the 15th of each month, offering timely insights into your business finances. And the support doesn't end there. Enjoy 1:1 support whenever you need it. Whether you have a question, want to celebrate a win, seek advice, or just want to chat about your favorite Netflix show, we're here for you. Make managing your finances a breeze with our personalized and reliable bookkeeping services.

No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers!

Bookkeeping extends far beyond the realm of taxes. While it plays a crucial role in the tax process, enabling you to optimize deductions and reduce your tax liability, its significance transcends these financial aspects. Beyond tax benefits, bookkeeping offers a myriad of advantages: Financial Clarity: Provides a transparent view of your finances, allowing you to understand your business's monetary landscape. Strategic Focus: Enables you to concentrate on business strategy and long-term planning, fostering informed decision-making. Financial Optimization: Aids in both saving and generating more money, contributing to overall financial growth. Audit Protection: Acts as a safeguard during audits, ensuring compliance and accuracy in financial records. Loan Acquisition: Facilitates the process of obtaining loans by presenting organized and reliable financial documentation. Error and Fraud Detection: Serves as a mechanism to identify and rectify errors or fraudulent activities, maintaining the integrity of financial records. Operational Ease: Makes life easier for business owners by streamlining financial processes and reducing administrative burdens. In essence, bookkeeping is a multifaceted tool that not only addresses tax considerations but also serves as a foundational element for the financial health, growth, and sustainability of your business.

We have a passion for disorganized books! Seriously, let me geek out for a moment. Delving into the intricacies of messy books is what drives me in my work. I understand that disorderly books can be overwhelming and cause anxiety! When I encounter unstructured books, I view it as a puzzle. It's a challenge I embrace, and I'm eager to assist you in assembling the pieces of your business!

Determining when to enlist assistance is a frequently posed question! While many businesses prioritize outsourcing tasks that contribute to increased revenue, this may not always be the most strategic area for seeking support. If any of the following statements resonate with you, it's likely the opportune moment to consider hiring assistance: Your financial records are consistently outdated. Your accountant handles your bookkeeping at a high cost. Tax season induces significant stress. Valuable tax deductions frequently elude you. Cash flow proves to be unpredictable. Calculating estimated tax payments is a perplexity. Despite increased sales, profits remain stagnant. A clear financial overview is lacking. Personal compensation is not consistently addressed.

You can cancel anytime! I wouldn't want you to bear the cost of something that might be beyond your budget or not align with your preferences. It's important to me that you feel comfortable. Clients have the flexibility to cancel their monthly bookkeeping whenever they choose.