Accounting Basics

Accounting System Consultation & Preparation

The foundation for effectively managing your business. We’ll review your current accounting system & make recommendations. Then, we’ll reconcile accounts & prepare financial statements. Having accurate accounting records is the foundation for running a healthy, profitable business. We’ll take care of your monthly accounting needs and have monthly meetings with you and your team to discuss your numbers and make adjustments.

Tax Filing & Planning

know where you stand. Tax planning isn’t getting together in December to talk about what’s happened that year and what you’ll owe. We have ongoing tax planning discussions with you throughout the year to talk about things you might be doing and how that will affect your tax liabilities. It’s important that they’re done right and aligned with your overall plans rather than at the last minute in a state of panic. While it’s true we haven’t found many business people who enjoy paying taxes, most agree that it makes sense to plan throughout the year as business conditions and tax laws change so that there are no surprises come tax time.

Clean-Up

It may not feel exciting, but maintenance often needs to be done so that you can arrive at the place you want to be. Together, we’ll fix what’s outstanding or isn’t working in your accounting systems, make sure your tax work is set up properly, and generally clean everything up for you.

Ad-Hoc Accounting & Tax questions

Wouldn’t it be great to pick up the phone or send an email to your accountant when you have an idea, a question, or need a bit of advice? Surprise: you can! We’re your sounding board for your business, accounting & tax matters relating to the compliance work we do for you. And, the best part: you won’t be surprised by a bill.