Small Business Accounting & Tax Services

CASH FLOW MANAGEMENT - FINANCIAL FORECASTING - BUDGETS - MONEY COACH - PROFIT ADVISING

Bookkeeping

If you’ve never kept your books, are confused about how to get started, or maybe you made a total mess of them… relax… we got you covered. We offer bookkeeping review and clean-up in various online platforms such as QuickBooks Online, Wave, FreshBooks, and Xero.

We can also maintain your books using QuickBooks Online. If you’re currently using QuickBooks desktop and want to make the switch to their online platform, we can facilitate the process.

Once you’re established with an online bookkeeping platform, you may want to streamline your processes with the added features of apps; no problem, we can research the best options to meet your needs and assist you with the app integration.

Tax Returns

If you have a Schedule C business, an AirBnB, need assistance getting your taxes organized, or preparing your tax return, we are here to help. If needed we can also prepare returns for passthrough entities (partnerships and S-Corps) for the entities you are affiliated with.

We use a secure online portal (SmartVault), so all your personal and business information stays safe and you can upload it from anywhere!

We can help you with other compliance filing such as personal property taxes, 1099’s, etc.

Small Business Advising & Coaching

Running a business is fun, exciting and loaded with challenges. Whether you need help navigating the beginning stages of a business, want to bounce around ideas or need guidance on profitability, we can help you.

We offer ad-hoc and ongoing advising and coaching along with monthly mastermind groups where you can share ideas with your peers. Depending on your situation we can tailor a plan that works so that you can achieve the results you need in your business.

Gigs & Side Hustles

Perhaps you drove for Lyft, sold some crafts on Etsy, or delivered take-out for Postmates; all of the income received from these endeavors need to be reported on your tax return. If you need help sorting it out, figuring out your deductible expenses or just need help getting organized, we can help.

Tax Notices

It can be very stressful if you receive a tax notice from the IRS, the state or the local government. We can assist you with these matters by contacting these entities on your behalf as your Power of Attorney.