About Us
Tired of your bookkeeping and tax obligations keeping you up at night? Are all those numbers for income and expenses confusing? Neilson Bookkeeping & Tax Services take over. We can make your bookkeeping and tax preparation as easy as 123! We offer a variety of services and options to fit your budget. We offer the expertise of a QuickBooks Certified ProAdvisor with over 30 years of bookkeeping experience.
Call us today to set up a FREE 1 Hour consultation with a QuickBooks ProAdvisor!
How We Got Started
I have always had my own business for over 30+ years, doing my own bookkeeping. I found other business were struggling with understanding what I had learned long ago. I took my love of numbers and experience to become a QuickBooks ProAdvisor on 2009. It was the best decision I ever made when I started my own part-time business. In 2011 I went full time and love the work I do!
The products and services we offer
Recommendations Received (4)
"Rebecca is such a great person! She’s a hard worker!!"
"Hardworking Professional "
Recommendations Given (15)
"Have bought from them for a number of years. Quality products and friendly customer services!"
"Debbie, is awesome with children and is a great teacher."
Recent Activity
I already work remotely with most of my bookkeeping clients. I am having more of my tax clients using my secure portal to load their tax documents. And then we do phone conference as I go over their tax returns, for long distance clients and some of my local clients. Using e-signature my...
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I already work remotely with most of my bookkeeping clients. I am having more of my tax clients using my secure portal to load their tax documents. And then we do phone conference as I go over their tax returns, for long distance clients and some of my local clients. Using e-signature my clients don't even have to come into my office if they don't want to. While this is something I have been doing for several years, I am having more clients take advantage of this service. For clients that don't have computers, or not computer literate, I still offer in office appointments.
For my office I am sanitizing surfaces 1-2 times a day between appointments. I also have a diffuser that I use with essential oils that helps to promote a strong immune system.
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When you say outgrown, are your referring to QBO &/or Desktop Premier? Depending on why the client is growing, I have moved clients to QB Enterprise for more advanced features.
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When you say outgrown, are your referring to QBO &/or Desktop Premier? Depending on why the client is growing, I have moved clients to QB Enterprise for more advanced features.
1 Reply
Tax Laws/Complexity - as a tax professional the ever changing tax laws, keep me on my toes. Minimum Wage Requirements affect me and my bookkeeping clients. To high and the employer can't afford to add staff, or may have to downsize if it reduces profits to much.
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Tax Laws/Complexity - as a tax professional the ever changing tax laws, keep me on my toes. Minimum Wage Requirements affect me and my bookkeeping clients. To high and the employer can't afford to add staff, or may have to downsize if it reduces profits to much.
Bookkeeping can be Accounting, depending on the interpretation. In some states to call yourself an Accountant you must be a CPA. Their are certain reports and accounting features that typically need to be certified and that requires a CPE. However that doesn't mean a bookkeeper doesn't know...
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Bookkeeping can be Accounting, depending on the interpretation. In some states to call yourself an Accountant you must be a CPA. Their are certain reports and accounting features that typically need to be certified and that requires a CPE. However that doesn't mean a bookkeeper doesn't know how to prepare those reports or do those tasks. Bookkeeping and Accounting can cover a variety of aspects of a clients data collection and interpretation of that financial information.
Travis, First things first when running a business. Get a deposit first. Include in your engagement letter any payment plans that are required. For monthly hosting require a CC on file to be run the first of the month. Clearly state web design fees are due in full before the site goes...
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Travis, First things first when running a business. Get a deposit first. Include in your engagement letter any payment plans that are required. For monthly hosting require a CC on file to be run the first of the month. Clearly state web design fees are due in full before the site goes active. Failure to pay monthly invoices for hosting will cause the site to be closed till all invoices are current. This is why so many firms require an annual fee. Don't get burned with fickle clients.
I don't think so. I don't understand totally your concept. Maybe you need to share more details for us to evaluate the question.
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I don't think so. I don't understand totally your concept. Maybe you need to share more details for us to evaluate the question.
1 Reply
Increased revenue by about 10%. Picked up a number of new tax and bookkeeping clients. The first quarter appears to be a continuing trend for the year. April is up and new clients continue to keep coming for bookkeeping and tax preparation!
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Increased revenue by about 10%. Picked up a number of new tax and bookkeeping clients. The first quarter appears to be a continuing trend for the year. April is up and new clients continue to keep coming for bookkeeping and tax preparation!
Not necessary. While it might be nice, I do all business with my lawyer in the normal 9-5pm time frame, M-F.
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Not necessary. While it might be nice, I do all business with my lawyer in the normal 9-5pm time frame, M-F.
With the end of the year closing fast. I am getting calls from potential new clients, whose books need some attention. Also the IRS and state taxing agencys are sending out another round of threatening letters for those that owe taxes &/or need to file returns.
Regular busines clients are...
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With the end of the year closing fast. I am getting calls from potential new clients, whose books need some attention. Also the IRS and state taxing agencys are sending out another round of threatening letters for those that owe taxes &/or need to file returns.
Regular busines clients are wanting up to date P&L reports so they can fit in end of years purchases. Along with tax planning appointments, even if they are last minute for 2018.
Tax preparation clients are already asking about scheduling their 2018 tax appointments. I will be sending out e-mails to my portal with a list of tax documents they need to gather along with a link to my online appointment calendar. I love Acuityscheduling.com for clients. They can view my open appointment times and schedule or reschedule their appointments. They get a confirmation e-mail and a reminder e-mail they day of their appointments. I also get a n e-mail notification when they schedule. Which allows me to review the time they allowed for their appointment. As more get used to sending documents to my secure portal, appointment times are dramatically reduced.
I am also getting Christmas cards ready to mail out next week. I also send out reminder postcards to clients to schedule tax appointments in late December. Not all clients are tech savoy, so you still need to use snail mail for all of them. Plus if they change their e-mail and don't let you know they can bounce back.