Whether your business or profession generates revenue in the hundreds, thousands or millions, you want to focus on your customers, products, services, and marketing.
You don't want or need to be bogged down in accounting and bookkeeping, but you do need to:
If you are a one person show, that's okay.
You probably need assistance more than most - because you need quick information without time dedicated to bookkeeping and accounting. And yet … you are among the most vulnerable. One "small" error can cost you dearly. You need a simple solution to get the information you need to run your business, and to be ready for taxes.
We can discuss your needs and point you to simple methods to get that crucial information, and also to keep the records needed to minimize your taxes. We can assist you with implementing the simple bookkeeping and accounting that's right for you.
The definition of small varies by industry, and is classified either by revenue or number of employees.
We have experience in multiple industries and with several software alternatives. We are experienced with Quicken, QuickBooks (both Desktop and Online), Appfolio and Yardi among others, and have assisted with choosing and implementing the right chart of accounts and useful reports. While one software system may be more complex than another, you need accounting reports formatted to give you the essential information to run your business. We can assist you.
Contact us to see if we can help. If we aren't the right fit, we can help you find an appropriate firm for your requirements.
Professionals - Doctors, lawyers, architects, engineers and real estate professionals - you all need good information to guide your practice. We will guide you to the right solution from simple to complex. We've advised physicians, real estate professionals, lawyers and many others.