General Bookkeeping
Maintaining your monthly books may seem overwhelming, but it is extremely important. Staying on top of your record keeping will not only set you up for future success, it will also reduce stress when it comes to tax time. I offer full chart bookkeeping for more complex businesses and can keep a more express accounting of monthly expenses if you are looking for simple schedule “C” preparation at the year’s end. Complex or simplistic, I can help you stay organized. This gives you more time to make the money!
Small Business Payroll Services
Payroll can be complicated! Using a payroll service for just a few employees can also be pricey. If you are a small business or are just starting out, I can provide the payroll deduction calculations, and furnish a weekly pay record for each employee and all you will have to do is write the checks. I can also set up the proper accounts and provide a schedule for filing. If you prefer, I can file the deductions for you. Either way, I will help you stay compliant with the appropriate government agencies.
Tax Preparation
PTIN PO3133384
Expert Tax Solutions for Businesses, Corporations, and Individuals: Our licensed tax preparation services offer comprehensive and accurate solutions for all your tax needs. Whether you’re a business, corporation, or an individual, we specialize in maximizing deductions, minimizing liabilities, and ensuring full compliance with tax regulations. Trust us to streamline your financial obligations and provide peace of mind during tax season.
Sales Tax
Sales tax may not even be required depending on the type of business you are running. I can calculate your monthly or quarterly sales tax remittance and file it on your behalf, or I can set up a schedule and guide you through the filing process if you prefer to do it yourself.
Account Reconciliation
It is always a good practice to balance bank and credit card statements monthly. If you put off reconciling your accounts it can create very real problems. By examining the accounts monthly, not only will you have peace of mind, you will also have the opportunity to catch mistakes, over-payments, and fraudulent activity. Excellent record-keeping starts with the basics.
Bill Pay
I will be happy to set up a bill pay system for your business and show you how to use it. Whether you prefer conventional or online platform bill pay, streamlining these transactions can free up a great deal of time. Sometimes the smallest tasks can cause the biggest amounts of frustration. Once bill pay is set up, there is that much less responsibility which leaves more time for the important things, like making the money!
Schedule C Preparation
Usually, if the bookkeeping has been kept up to date, a small business will not have any complications at tax time. That’s why we do it. right? Even so, tax preparation can be expensive at the end of the year. I can help you prepare a comprehensive schedule C which will make filing your taxes a breeze. This is where you can see that you really did make the money!
Professional Guardianship
License #160546
$50,000 Blanket Bond (Registration # 1753)
As a licensed professional guardian, I am dedicated to providing invaluable support and guidance to individuals and their families who require assistance in managing the affairs of those deemed incapacitated or unable to make important decisions independently. It’s important to note that professional guardianship services can only be obtained through the court, as this legal process ensures transparency and accountability. By working together with the legal system, I can help you navigate the complexities of guardianship and serve as a trusted advocate for your family members in need.
Office Organization
Let’s face it, if your office is messy and cluttered, You are probably feeling overwhelmed and not much is getting accomplished. I can spend a few hours in your space and get things organized. I will set up your filing system, create schedules, downsize paperwork, and streamline your workflow. Let’s clear off that desk so you have somewhere to count the money!
Credit Score Optimization
Like it or not, your credit score is very important. It is one of the most overlooked tools a small business can use to succeed. Having accessible and affordable credit can be a tremendous asset to your business and can open big doors for your small business. It is so easy to ignore because it often reminds us of past mistakes or very hard times. It is usually not difficult to address credit problems but it can be hard to own the issues that got you there. Sometimes it’s as easy as a phone call or a letter. Your poor credit score needs IMMEDIATE action because credit repair TAKES TIME. Let me help you meet this challenge head-on. It’s not going to fix itself and it’s costing you money!
Business StartUp A-Z
Setting up a business may seem like a daunting task, but that’s only because you have never done it! It can be much less complicated and much less expensive than you have imagined. I can walk you through it from start to finish and get you set up in no time. If this is a dream of yours, let me help you make the money!