About Us
Accounting, taxes and payroll. Specializing in custom services for small to medium sized businesses. Payroll has all the bells and whistles of the big guys but with less cost and more flexibility. Also work with clients with past tax problems, whether unfiled tax returns (NEVER a lecture, just get it done) or taxes owed.
The products and services we offer
Recommendations Received (22)
"Jeanne and her team provide great tax guidance and planning. For great honest service give her..."
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"Jeanne and her team provide great tax guidance and planning. For great honest service give her and her team a call. "
"Jeanne and her staff do an excellent job of helping their clients when the going gets tough..."
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"Jeanne and her staff do an excellent job of helping their clients when the going gets tough trying to figure out what they need. "
Products & Services
We specialize in working with small and medium size businesses to insure the accuracy and integrity of their accounting record.
We have all the bells and whistles of the big guys with less cost, more flexibility and a personal touch.
If you sign up to run your first January payroll with us we will waive the set up fee - a $100 savings. We can also help you get set up if you hav...
Recommendations Given (26)
"Very responsive and professional."
"Takes good care of my ad copy. I always have what I requested."
Recent Activity
Absolutely. And we do the bookkeeping for most of them so that makes it easier.
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Absolutely. And we do the bookkeeping for most of them so that makes it easier.
My biggest advice is too not wait to start on 2020 data. There are ways that you can keep up without it being burdensome
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My biggest advice is too not wait to start on 2020 data. There are ways that you can keep up without it being burdensome
Everything that has been written is accurate. However, it is CRITICAL that the Profit & Loss (or Income) statement is accurate. Too often, when I review a client's records, items have been categorized incorrectly and, frequently, items that are not business deductions get included (and...
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Everything that has been written is accurate. However, it is CRITICAL that the Profit & Loss (or Income) statement is accurate. Too often, when I review a client's records, items have been categorized incorrectly and, frequently, items that are not business deductions get included (and sometimes legitimate business deductions are not included) and create an inaccurate picture. Relying on your tax preparer or accountant to be sure you have ACCURATE statements is a critical step in the process.
Networking, Networking, Networking and, even more so, client referrals. I do NO OTHER advertising. The personal touch beats everything else, at least in my type of business.
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Networking, Networking, Networking and, even more so, client referrals. I do NO OTHER advertising. The personal touch beats everything else, at least in my type of business.
I periodically print the outstanding invoices for such clients and email them to the client with a note that I am bringing my books up to date and did they pay any of these invoices and I did not record the payment. It is a gentle nudge that often works.
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I periodically print the outstanding invoices for such clients and email them to the client with a note that I am bringing my books up to date and did they pay any of these invoices and I did not record the payment. It is a gentle nudge that often works.
At a minimum they should be muted. As to whether they should be off, it depends on the type of meeting. Some meetings require NO distractions. On the other hand if I am in a meeting with other networkers my business must come first and, if appropriate, I will step out to take a call.
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At a minimum they should be muted. As to whether they should be off, it depends on the type of meeting. Some meetings require NO distractions. On the other hand if I am in a meeting with other networkers my business must come first and, if appropriate, I will step out to take a call.
If the business doing the donating is a C Corp they can take the charitable deduction for the business. Otherwise it must be taken by the owner(s) on the personal income tax return.
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If the business doing the donating is a C Corp they can take the charitable deduction for the business. Otherwise it must be taken by the owner(s) on the personal income tax return.
Used ProSeries Professional for taxes for years, switched to Drake for one year and immediately went back to ProSeries. Not familiar with other Drake products.
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Used ProSeries Professional for taxes for years, switched to Drake for one year and immediately went back to ProSeries. Not familiar with other Drake products.
I have 3 words for you: networking, networking, networking and one of them should be a BNI.
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I have 3 words for you: networking, networking, networking and one of them should be a BNI.
I put a lot of clients into Wave and also SageOne, depending on what their needs are. THe best thing to do is sit with an accountant, tell them about your business then make the decision together.
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I put a lot of clients into Wave and also SageOne, depending on what their needs are. THe best thing to do is sit with an accountant, tell them about your business then make the decision together.
