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Amazing Service
With over two decades of experience, I create money management solutions for each unique business, with strategic focus upon maintaining an on-going state of clean books and maximizing your tax deductions. Partner with a real bookkeeper who will understand what is needed to get you organized. I love this stuff, let me put my experience to work for you!
Services
With years of experience creating and executing custom bookkeeping packages, my services are designed to provide a solution that keeps your finances organized and up to date, and empower you with the financial insights you need to move your business forward. I skillfully manage your accounts, handle complex bookkeeping issues, and provide tax assistance. Contact me you need help with:
Revenue & Expense Tracking
When revenue or expenses happen, it’s my job to record and categorize these into your books. Gathering your documents and having an organized record keeping system is also my priority, while you easily track your finances in real time.
Set Up & Optimization
Modern bookkeeping uses automated systems to do all of the heavy lifting in bookkeeping. I help you to set up connected, automated systems that do much of the work automatically providing accurate financial data for your business.
Money Management
Most companies need to carefully manage their spending. My goal is to minimize the time and energy spent monitoring bills and expenses, while giving you the control you need to preserve cash when necessary.
Strategy & Tax Planning
I create a plan to put all the pieces together to allow you to pay the lowest taxes possible including tax classification, timing of income/purchases, retirement funds and finding which business tax credits you aren't already taking advantage of.
Clean Up & Tax Ready Review
I specialize in clean ups, overhauls and resolving old or complex issues. I perform in-depth reviews and offer suggestions that might make things a lot cleaner and easier at tax time like errors that could cause red flags with the IRS.
Do-It-Yourself Support
Get immediate live help when you need it. I've got the know-how to walk you through while giving you tips and forward-looking advice. I offer email, text, chat and phone support, monthly bookkeeping review and walk-through training.
Custom Financial Statements
I offer a variety of financial reports that provide different perspectives of how your business is doing. I build specialized, simple or complex, highly accurate financial reports customized based on the needs of your business.
Tax Preparation for Small Business
I can assist with estimated tax, self-employment tax, sales tax, payroll taxes and more. It's my job to know what IRS forms you need to file, know the deadlines, stay on top of payments, maximize your deductions or file for an extension, if needed.
What Do I Charge?
My client solutions are driven by a strategic-focusing process to create proven, systematic, and structured methods for clients to think, plan, monitor and achieve greater results.
- Reconcile all accounts
- Reviews and Adjustments
- Reports to Management
- Live Monthly Meeting
- QuickBooks Subscription
- HubDoc Document Portal
- Record transactions daily
- Month-End Review and Close
- Reports to Management
- Live Weekly Meeting
- QuickBooks Subscription
- HubDoc Document Portal
- Budgeting and Forecasting
- Depreciation of Fixed Assets
- Review of Inventory Value
- Support for Multiple Entities
- Custom Reporting Dashboard
- Annual Corporate Tax Return
About Kim C.
I’m a CPB that takes great pride in offering my clients the highest level of service in order to assist them in achieving their business and financial goals. I have 28 years of small business bookkeeping and accounting experience and I can advise you on the tax and accounting challenges that you and your business may face.
I view every client relationship like a partnership, and truly believe that my success is a result of your success. It my job is to promote healthy money management in personal and business finances, and to help businesses evolve and grow. I love educating my clients about taxes so in every session I talk to you about your business deductions, what bookkeeping strategy would work best for your business and what it takes to maintain it.