Bookkeeping & Tax Services for Small Business Owners
I help consultants, trainers, and solo service providers get their books organized, stay tax-ready year-round, and understand their numbers so they can make confident business decisions.
More Than Just Bookkeeping
Most business owners don’t just need data entry–they need clarity. If your books are messy, behind, or unclear, it affects everything:
- You don’t know if you’re actually profitable
- You’re unsure how much to set aside for taxes
- You’re making decisions without reliable numbers
I help you fix the system, maintain it, and connect it directly to your taxes–so everything works together.
Monthly Bookkeeping
Keeping Your Books Accurate Year-Round
Once your books are cleaned up, I maintain them so they stay organized and reliable. That includes:
- Monthly account reconciliation
- Accurate transaction categorization
- Organized financial reporting
- Ongoing system maintenance
Result:
No surprises. No scrambling at tax time. Always know where your business stands.
QuickBooks Online Setup & Cleanup
Get Your Books Back on Track
If your books are behind, disorganized, or inaccurate, I bring everything back in order. This includes:
- Cleaning up past transanctions
- Separating business and personal expenses
- Reconciling bank and credit card accounts
- Fixing categorization errors
- Structure your Chart of Accounts properly
Result:
You’ll have clean, accurate, tax-ready books you can trust.
Tax Preparation
File your Taxes with Confidence
I prepare and file taxes for small business owners and self-employed professionals using clean, organized financials. This includes:
- Federal tax preparation
- Business income reporting
- State taxes
- Sales tax
- Ensuring accuracy and compliance
Result:
Your taxes are filed correctly, on time, and without unnecessary stress.
Tax Planning
Stay Ahead of Taxes, Not Behind Them
Tax planning helps you avoid surprises and make better decisions throughout the year. This includes:
- Estimated tax guidance
- Identifying deductions
- Planning for upcoming tax obligations
- Ongoing financial insight tied to your bookkeeping
Result:
Fewer surprises, better cash flow planning, and more control over your finances.
How It Works
Simple, Clear Process!
Step One: Free Books Health Check
I review your current books and identify what needs attention.
Step Two: Cleanup & Setup (if needed)
I bring your books back in order and ensure everything is structured correctly.
Step Three: Continuous Support
Your books stay accurate, and your taxes stay on track year-round.
SCHEDULE A FREE PHONE CONSULTATION
Let’s discuss how profitable and affordable it is to have me as your Bookkeeping Ally. Click below to schedule the phone call.