About Us
We provide monthly accounting and bookkeeping services for small to medium sized businesses. Available services include:
Have an Existing Business?
We can work with your internal staff to review your books to ensure the information your getting is complete and accurate and your bank and credit cards are reconciled each month. We'll help you understand your financial statements how other reports that are available to can give you insight into how your business is performing.
Staring a New Business?
QuickBooks set-up
Chart of Accounts tailored to your industry / niche
Reporting package design and implementation
Quickbooks best practices training
Want us to Handle it for You?
Add bank and credit card transaction
Reconcile bank and credit card accounts
Manage Accounts Payable and Accounts Receivable
Annual budgets and financial projections
Cash flow management
Marketplace App integration
Inventory App integration
Payroll service integration
Sales tax management
Annual 1099 reporting
Have a Mess on Your Hands?
Ask us about cleaning up your books due to changes in personnel, to get the books ready for your tax preparer, to applying for a loan, to provide reports to business partners / investors, and for your own peace of mind.
Taxes?
Tax planning for business owners and their businesses and annual tax compliance services. Ask us about our Free Tax Planning Assessment.
QuickBooks Pro Certified, so we know our stuff.
Ask us about how you can save with Wholesale pricing.
The products and services we offer
Recommendations Received (24)
"Mark is a great resource for any business owner, small or large, trying to grow their business. "
"Mark has served as the accountant and tax preparer for a non-profit that I helped start and have..."
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"Mark has served as the accountant and tax preparer for a non-profit that I helped start and have assisted over the years, and he is TREMENDOUS! When I work with Mark I know that I will have no worries, no problems, no hick ups. Everything will be perfect - thanks Mark!!! "
Products & Services
Avoid that pre-tax panic! Get your QuickBooks in order and save on your 2018 filing fees.
Going to see your CPA doesn't have to be like go...
- Do you Have a Plan?
- Ask about our Free Tax Planning Strategy Sessions?
- What we will cover:
Deduction Review
Legal entity optimization ...
2019 Tax Time is right around the corner with a July 15th deadline for filing (as it stands now). W suggest getting your returns prepared now to a...
Recommendations Given (23)
"Gary's got this one down; dust free. If your putting off those repairs and upgrades because..."
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"Gary's got this one down; dust free. If your putting off those repairs and upgrades because you'll have to move out or won't be comfortable in your home or business due to the dust and debris, don't put it off any longer. Call Gary and OC Dust Free."
"Great to have a local company that has both the personal touch and offers a complete package of..."
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"Great to have a local company that has both the personal touch and offers a complete package of services. It's the personal touch you'll never get from your bank, an online cloud services or one of the big guns. You can count on Scott and his team to serve you well."
Recent Activity
Close.io
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Close.io
The amended individual tax return form is the 1040X
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The amended individual tax return form is the 1040X
In general, LLC owners are paid a percentage of the profits of the company, not salaries or wages. The LLC operating agreement lays out each member’s percentage of ownership. A member of an LLC receives that same percentage of the profit. The member LLC does not receive a W-2 or a paycheck for...
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In general, LLC owners are paid a percentage of the profits of the company, not salaries or wages. The LLC operating agreement lays out each member’s percentage of ownership. A member of an LLC receives that same percentage of the profit. The member LLC does not receive a W-2 or a paycheck for this income. LLC member profits and losses are treated as personal income for LLC taxes purposes. LLC members must pay the self-employment tax on this income with their annual individual income tax return. The exception to this is members who are not active in the business and who are only investors and not involved in making decisions. These types of members may not be subject to self-employment tax.
Schedule your time, manage access expectations, use an assistant or virtual assistant to take calls, determine what's needed, when, delegate tasks. Make the time to follow-up with the client - connect, how you doing, how's your family, mom, dad......did you get what you needed...do you have any...
(more)
Schedule your time, manage access expectations, use an assistant or virtual assistant to take calls, determine what's needed, when, delegate tasks. Make the time to follow-up with the client - connect, how you doing, how's your family, mom, dad......did you get what you needed...do you have any questions...what to expect next is....?
We helped a couple of dozen clients apply for both the SBA Covid-19 Disaster Loans and the PPP loans. Keeping up with all the changes, treasury rule interpretations and managing client expectations was a full time job. Working with clients to maximize the Forgiveness portion of the PPP is the...
(more)
We helped a couple of dozen clients apply for both the SBA Covid-19 Disaster Loans and the PPP loans. Keeping up with all the changes, treasury rule interpretations and managing client expectations was a full time job. Working with clients to maximize the Forgiveness portion of the PPP is the next step. Also being prepared for round two.
1 Reply
If you expect a refund, file before the deadline. As of now, it's not clear how extensions will be handed at July 15th, if your not ready. The current forms and law provide for a six months extension. If for example you wanted to extend at July 31st, would that be to October 15th, the regular...
(more)
If you expect a refund, file before the deadline. As of now, it's not clear how extensions will be handed at July 15th, if your not ready. The current forms and law provide for a six months extension. If for example you wanted to extend at July 31st, would that be to October 15th, the regular extension date or January 15th, 2020 based on six months. Regardless of extension dates, be prepared to pay taxes due on July 15th.
Here's how I would answer a friend who asked. It depends, consult with your Homeowners' policy agent.
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Here's how I would answer a friend who asked. It depends, consult with your Homeowners' policy agent.
Both professionals are important to any business. Bookkeepers generally process transactions, reconcile bank and credit card accounts, ensure income and expenses are put in the right accounts. Bookkeepers also play an important in role in consulting with business owners who want to do more of...
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Both professionals are important to any business. Bookkeepers generally process transactions, reconcile bank and credit card accounts, ensure income and expenses are put in the right accounts. Bookkeepers also play an important in role in consulting with business owners who want to do more of the work themselves on proper work flow for recording sales, purchasing and expense transactions. They will also help their clients understand and design reports for clients to management their business. Bookkeepers may also offer payroll, sales tax, and in some cases tax preparation. Accountants may also offer bookkeeping services and in addition generally offer tax planning, tax preparation, business advisory, and coaching owners on reading their financial statements and what they are saying. Some offer outsourced controller and / or chief financial officer services for providing a high level of service to owners in the areas of strategic planning, financial forecasts and projections, loan applications and pitch decks to attract investors.
1 Reply
it's critical to focus on profit in any business. tax rules are establish to generate tax revenue for the U.S. Treasury. Business owners who don't focus on the key performance indicators that make money do so at their own peril. Making money is more than is the bank account going up or down. ...
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it's critical to focus on profit in any business. tax rules are establish to generate tax revenue for the U.S. Treasury. Business owners who don't focus on the key performance indicators that make money do so at their own peril. Making money is more than is the bank account going up or down. Business owners must learn basic financial skills, including how to read financial statements, both the balance sheet and the profit and loss statement. Business owners have to 'know the numbers'. Business owners who has watched Shark Tank or The Profit and can't answer the questions the Shark's or Marcus ask
about their own business
better get those answers now!
Love working with entrepreneurs toward their success. In today's sensitive world "successes" and "wining" are right up there with 'racist' etc. By helping entrepreneurs 'know their numbers' we can help to guide them to success and winning in the marketplace.
(more)
Love working with entrepreneurs toward their success. In today's sensitive world "successes" and "wining" are right up there with 'racist' etc. By helping entrepreneurs 'know their numbers' we can help to guide them to success and winning in the marketplace.
