TOP RATED TAX PROS

Accurate, organized books are the key to smooth tax preparation and maximizing your tax savings. If your financials are a mess, we can help you get back on track—just in time for tax season.

Despite having a bookkeeper for 25 years, this business’s bookkeeping was a mess and, as a result, the company lacked clear financial reporting for each of its multiple businesses (single entity structure). We organized the company’s books, set up QuickBooks Online classes, and trained the bookkeeper on how to generate financial statements for each business. 

 This organization’s previous controller had improperly implemented QuickBooks Online, resulting in year-to-date books that were wildly inaccurate, tax information inaccuracy, and failed audits. We provided bookkeeping cleanup services and resolved all bookkeeping errors causing issues. The client has since passed over six audits successfully.