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Value of Good Bookkeeping
To illustrate the impact of good bookkeeping, allow me to share a recent success story. I recently helped a client with a new, but very small, business resolve a potentially hefty $25k income tax burden by cleaning up their messy books. After several days of diligent work on my part, they owed no tax at all. While not every scenario may have such a remarkable outcome, it underscores the importance of having a knowledgeable professional overseeing business finances.

Services Offered
Most services are performed remotely using QuickBooks Online with communication occurring via phone, email, or Zoom. For most clients, this works very well and holds down their cost.
Basic Bookkeeping
- Categorize/match/accept transactions in QuickBooks
- Monthly tranaction review and correction
- Reconcile bank and credit card accounts
Advanced Bookkeeping - Monthly/Annual Close
- Accrual basis journal entries
- General ledger review
- Sales tax review and filing
- Analytical review and variance identification
- GAAP basis financial statements
- Custom reporting for banks, management, and others
- Team coordination and leadership
- Liaison with CPA's, tax preparers, bankers
- Special projects
LLC Setup
- LLC filing for Certificate of Filing
- File for Employer Identification Number
- File Sales Tax Application
- Subchapter S Election
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