TAX, ACCOUNTING & BOOKKEEPING FOR INDIVIDUALS & BUSINESSES

Bookkeeping

“They kindly and patiently answered every one of my clueless questions and left me feeling well-informed, well-supported and in control.”

 

David and team are incredibly knowledgeable, efficient, responsive, and go above and beyond!

David  has been so helpful in resolving tax related issues and beyond. He is very detail oriented, patient and effective

Good bookkeeping is the core and the foundation of financial analysis of your business—without good data, no reporting will be accurate. And with good data, numerous tools exist to assist you in evaluating your business’ strengths and weaknesses and charting a path forward.

Bookkeeping needs can be great or small, depending upon the transaction-complexity of your business, your target goals, and to what extent you still wish to shoulder the workload rather than relying on us.  At the starting end, we work with new businesses, independent contractors and start-ups who may need as little as a few hours per month of guidance and assistance. For more complex businesses we’re used to handling involved situations (inventory management, multi-state allocations, cash tip accounting, etc.) and our experienced team will make sure your books are in good shape for any needs. You can move forward when you’re ready to move forward, and we’ll be with you every step of the way.

We provide bookkeeping services for small- to mid-sized businesses to help you track:

  • cash flows
  • income and expenses
  • invoicing
  • sales taxes
  • 1099 filings
  • inventory management
  • charts of accounts
  • cash management
  • general ledger entries
  • balance sheets, profit and loss statements
  • coordination with payroll services

We Use Your Preferred Software.

We work with the system you prefer rather than force you to work with one particular accounting software solution (although we’re happy to give our observations).  We’ve worked with the major accounting software packages, including:

  • Quickbooks (desktop and online)
  • Xero
  • Wave
  • Freshbooks

Most commonly we work with online interfaces as that provides convenience and efficiencies of time for both us and for you, but we do have clients using ‘legacy’ desktop versions and can accommodate.

For Larger Clients

We keep your business running cleanly and clearly to help you keep track of your invoicing and cash flow and give you the data to run analytic tools on your profitability, fiscal health, margins by business line, inventory management, etc.  Multi-state businesses require special tracking to ensure accurate apportionment for tax purposes, payroll, and sales taxes. We can help sort through multi-state sales tax enrollment and reporting, along with payroll, independent contractors, etc. Sales, inventory, refunds and cost accounting are critical aspects of many businesses and good bookkeeping helps you keep track of where you stand and where your business can best grow.  Some businesses will want assistance with time tracking, budgeting, trend analysis and other matters that can best serve their needs.