Services Accounting and Tax Services for Small Businesses My accounting and tax services are designed to save you time, money, and stress. I will take critical financial tasks off your hands so you can focus on building your business. Below is a brief description of the typical services I provide. If you need assistance with a task not listed, please contact me to discuss your particular needs. I encourage you to take advantage of my free initial consultation by either sending me a message through this website or calling me at 706-525-9850. I am located in the Northern Atlanta area, but I service practices all across the U.S. by utilizing cloud accounting with Quickbooks Online. Accounting & Bookkeeping Services: Are you struggling to keep up with the accounting and bookkeeping needs of your small business? Consider outsourcing these critical tasks to an experienced, professional CPA who specializes in accounting services for small businesses – ME. I will take over routine accounting and bookkeeping tasks to save you time and compile regular financial statements so you have the tools you need to make crucial business decisions. When you work with me, you’ll feel confident knowing you’ve outsourced your accounting tasks to a qualified financial professional who always keeps you informed. I’ll deliver relevant, meaningful financial reports showing where your money is going so you can closely monitor expenses. This detailed reporting along with the resulting financial statements will help you to find ways to cut costs, increase profits and grow your business. My outsourced accounting and bookkeeping services are economical for small businesses because you only pay for what you need instead of hiring a full-time bookkeeper or accounting department. This service is for the business that needs it all! These services include but are not limited to: General ledger and financial statement preparation Bookkeeping (Monthly, quarterly, or annual) Quickbooks setup, training, and support Convenient online bill paying Payroll processing Bank and credit card reconciliations Cash flow budgeting and forecasting Personal financial statements Budget preparation and variance tracking Cloud-Based Accounting for Small Businesses: I will show you how to leverage technology to manage your finances with cloud accounting. When you become my client, I’ll help you make a seamless transition to the user-friendly cloud accounting system of Quickbooks Online, which offers 24/7 access to your financial data. Using a cloud-based accounting system has many advantages. This technology allows me to oversee your transactions and keep your finances organized and error-free throughout the year. Here’s how it works: you make your own accounting entries but avoid the hassle of sending large accounting files back and forth with me because I can login to review them anytime. This convenient system saves time and provides access to your financials anytime day or night so you’ll always have the information you need to make important business decisions. This service is for businesses that choose to keep all bookkeeping functions in house and only need me to perform monthly or quarterly reviews, prepare financial statements, and perform all tax work. Services include: Setting up your accounting software on the cloud Determining the correct chart of accounts for your specific business Mapping accounts to save money on tax preparation Creating templates for invoices, purchase orders, and statements Setting up online downloads from financial institutions Tax Services for Small Businesses: Many accountants only show up at tax time but effectively minimizing tax liabilities for you and your business requires an experienced financial professional that’s on the job twelve months out of the year. I build strong relationships with my clients by maintaining consistent communication and working year-round to prepare for tax season. I’m constantly watching for changes in the tax code that will reduce taxes for my clients and I’m available to discuss concerns when a financial decision might have tax implications. At year end, I use progressive tax preparation techniques to find every deduction, break, and incentive to reduce your taxes while keeping your practice in compliance with current regulations. When I prepare and file your taxes you won’t have any unwanted surprises at tax time and you’ll avoid errors that could put you in the doghouse with the IRS. You can rely on me to do all the legwork and make the whole process easy and painless. Don’t wait until the next tax deadline approaches, start planning now to save money on this year’s taxes. My goal is to provide tax preparation and planning solutions to match the particular needs of each client whether they’re a small business owner or individual taxpayer. I can recommend tax saving strategies, prepare your tax return and become your personal tax advisor. Services include: Strategic tax planning for small businesses Business tax preparation Individual tax returns Sales tax and payroll tax reporting and compliance Preserving wealth for business owners IRS representation during an audit IRS tax resolution Payroll Services: My payroll services will save you time, resources and headaches. When I process your payroll you can be sure it will be calculated accurately and your employees will be paid on time. I will also take care of payroll taxes so you don’t have to worry about penalties for late filings. You’ll have peace of mind knowing that this critical aspect of your business is being handled by a CPA who understands the ins and outs of payroll processing. I know how to pay different types of workers and how to correctly calculate payroll tax filings. I’ll submit all your federal and state tax deposits on time to avoid penalties and prepare W-2s and 1099s with precision. I can also deal with time-consuming issues like unemployment claims, worker’s compensation audits and other complicated payroll tasks. And I’ll always keep you informed with detailed payroll reports organized to your specifications. Services include: Weekly, bi-weekly or monthly payroll processing Direct deposits Comprehensive payroll reporting Worker’s compensation audits Unemployment claims Weekly or monthly accounting summaries Customized payroll reports Preparation of W-2s and W-3s Preparation of 1099s Federal payroll tax filings State payroll tax filings Controllership and CFO Services: The financial supervision of a CFO or Controller can help a small business live up to its true potential, but most small businesses don’t have the resources available to hire another full-time employee. Fortunately, I have many years of experience as a Controller of a global company, and I can offer an array of outsourced controllership and CFO services designed to help you advance your businesses to the next level. No matter where your business is financially, I can help develop a plan to encourage growth and enhance profitability. My strategies are designed to eliminate unnecessary expenses, improve operations and make any adjustments needed to reduce your tax burden. Services include but are not limited to: Financial analysis and reporting Development of customized accounting systems and controls Operations review Cash flow planning and analysis Strategic planning Financial forecasting Profit analysis and improvement Management information audit and analysis Business and financial planning Advisory Services: My goal is to build close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help my clients face the challenges of business planning and execution. My clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. The following services will improve information quality or its context, meaning more success for your business. Services include: Entity selection and restructuring Business valuations Financial projections and forecasts Debt and finance advising Business Succession