YOUR PROACTIVE ACCOUNTANT

I'm passionate about helping your small businesses grow and helping you have the time to do the things that you really love. For you to meet your business goals you need to be able to dedicate your time and energy to your passion. I bet bookkeeping and payroll are not on the top of your list, but they are on the top in mine.

Many small business owners pay too much in taxes, waste time doing their own books, and miss out on major business opportunities because they don't have pristine and up-to-date financial statements.

You need accounting and business information that is up to date, and you need it year around. That's the only way that you can make the best decisions possible for your business. In addition, you need to focus on what you do best, working with clients or customers, supervising employees, and running your business. The time that you sit in a back room doing the bookkeeping takes away from all of that. And, if you put it off until the end of the work day, then it takes time away from your family and friends.

Let me take care of bookkeeping and payroll so that you can focus on what you do best.

Here are a few of the things I can help you with:

• Virtual bookkeeping services

• Payroll preparation and payroll tax reporting

• Virtual CFO and consulting

I use cloud-based accounting software exclusively, QuickBooks Online, so it doesn't matter where you are located, I can be there with you. There is nothing better today that QuickBooks Online with the integration of third-party apps to tailor your system to meet your needs.

GET THE KNOWLEDGE AND EXPERIENCE OF A CPA AT BOOKKEEPER RATES

I’m excited to help you find ways to build your small business and increase its profitability.  As your outsourced bookkeeping solution I take the bookkeeping function off your plate so that you can dedicate your time to what you do best.  My job is to make sure that you have timely and accurate financial information so that you can make good business decisions.  Inaccurate financial information leads to poor decisions, and the overpayment of taxes.

I use QuickBooks Online as my accounting platform because it is the clear industry leader and is robust enough to handle all the accounting needs of virtually all small and medium sized businesses. The integration of third-party multitude of apps like time tracking, expense reporting, and online bill pay make it an even more efficient accounting system. This increases accuracy and saves a tremendous amount of time and money. I am a certified QuickBooks Online Certified ProAdvisor.

Payroll got you down . . . same thing every two weeks . . . and then there are the quarterly and annual tax reports and payments?   Let me free up some more of your time so that you can do what you do best, and what you love to do, serving your customers.

I know that one size doesn't fit all, especially when it comes to payroll. I offer three levels of payroll services, or I can customize our services to meet your specific needs. Here are the three levels.

DIY Payroll

I'll get you set up using Gusto Payroll and train you or a member of your team so that you can be confident that payroll will run right the first time and every time.  

You enter your employee's hours and earnings securely online and you will have . . . 

• The ability to instantly print payroll checks on your own printer.

• Free Direct Deposits

• Worry Free IRS and State tax reporting as well as EFTPS tax deposits.

• User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.

• Detailed reports on your employee's vacation, sick days, and personal days accruals.

• Creation and filing of the required new hire reports

• Your payroll records maintained in tip top shape

• And not only that, but I'm always just a phone call away should you run into a glitch.

After-the-Fact-Payroll Services

I take your manually-prepared payroll records and other payroll information and post this information to your QBO data files, so you get . . .

• Worry Free IRS and State tax reporting as well as EFTPS tax deposits.

• User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.

• Detailed reports on your employee's vacation, sick days, and personal days accruals.

• Creation and filing of the required new hire reports

• Your payroll records maintained in tip top shape.

Our bookkeeping services include:

• Catch-up bookkeeping -- I'll clean up your books, review and update your chart of accounts, and ensure that your system is set up correctly and that your books are up-to-date.

• Capturing and properly coding all bank and credit card transactions -- Most of your transactions flow through your bank account.  I'll make sure that all of those transactions are recorded in the correct accounts so that you have accurate and up-do-date financials.

• Financial reporting -- Through QuickBooks Online you will have access to up-to-date financials with the click of a button.  Once a month or once a quarter, it depends on your needs, we will get together online and walk through your financial to see how your business is doing and where you might improve.

• Management reporting -- Want to know who your best (and worst) customers are?  What about slow-moving inventory items.  We can track that with QBO management reports and then you can make data-driven decisions.

• Bank and credit card reconciliation

• Accounts receivable

• Accounts payable

• Job costing

• Inventory tracking

• Fixed asset management including depreciation schedules

• Sales tax accounting and filing

• 1099 filings

Comprehensive Payroll Services

Let me take care of all of the payroll processing for you, so that you won't have to. You get . . .

• Your employees report their time, you approve it and forward the data to me and I do the rest, right down to direct deposits or printed payroll checks.  On-time, every-time.  Of course I'll forward a detailed payroll report for your approval before payments are made.

• All of your payroll checks are laser printed on "blank" check stock to ensure maximum security and to meet the micro encoding standards as set forth by the Federal Reserve System.

• Free Direct Deposits

• Worry Free IRS and State tax reporting as well as EFTPS tax deposits.

• User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.

• Detailed reports on your employee's vacation, sick days, and personal days accruals.

• Creation and filing of the required new hire reports.

• Your payroll records maintained in tip top shape.

It doesn't matter if you are just getting started or if you have been in business for years, every business can benefit from a second set of eyes and an expert opinion.  Here are some of the small business services that I offer:

It doesn't matter if you are just getting started or if you have been in business for years, every business can benefit from a second set of eyes and an expert opinion.  Here are some of the small business services that I offer . . .

Part-Time CFO Service

I work with you, as your financial manager, to help guide your business to success as your part-time CFO.

Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

New Business Formation

Few things are as exciting and motivating as opening your own business.  I'll help you select the most appropriate entity from sole proprietor, to partnership, LLC, corporation and even Sub-chapter S corporation.   Starting a new business is exciting and thrilling. However, it's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.  For example, the decision to form an LLC or Sub-Chapter S corporation can have a significant effect on your cash flow.

Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

Succession Planning

Maybe you have been in business for so long that you want to pass it on to the next generation, or sell it.  I will help you develop and implement a well-designed succession to help ensure the the survival of your family business from one generation to the next.

Something Else?

Is something else on your mind, nagging at you? Let's talk about it and see how I can help.