When you are ready to succeed, you are ready for a CPA
Successful business people agree that when it comes to acquiring or setting up your business, applying for a loan, or preparing a tax return, it pays to have experience and expertise on your side.
The first step to success is finding a CPA you feel you can work with. Call for a free appointment to see if we can work together.
Next, we jointly design an accounting system tailored to meet your business needs. Our goal is to find a workflow for your bookkeeping information that is efficient and easy to learn and use, and provides you with timely and accurate financial statements at any point in time. It also needs to give you all the information necessary for the preparation of your tax returns. I use QuickBooks for all of our accounting clients. We find that using this program we can accomplish these goals.
I offer monthly or quarterly bookkeeping services. This can include entering all of the checks, debits, and deposits, reconciling the bank and credit card accounts, setting up new loans or asset purchases properly, adjusting the payroll and depreciation, accounts and other required end of the period journal entries.
On the other hand, if you would like to do this type of work, I teach you to do all or part of these services properly. I draw on my teaching experience in accounting to train you and/or your employees to use the system efficiently. If you like, I can do this at your place of business so you feel more comfortable and know that everything works on your computer. I know if you let me set up the program for you, tailor it to meet your needs, and teach you how to use it, you will enjoy the work and love the benefits. Then if you like, I can review your work monthly or quarterly to be sure you are on the right track.