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ACCOUNTING, TAX, QUICKBOOKS - ONSITE AZ & VIRTUAL ALL 50 STATES (Greater Flagstaff / Sedona)

ACCOUNTING, TAX, QUICKBOOKS - ONSITE AZ & VIRTUAL ALL 50 STATES 1 thumbnailACCOUNTING, TAX, QUICKBOOKS - ONSITE AZ & VIRTUAL ALL 50 STATES 2 thumbnailACCOUNTING, TAX, QUICKBOOKS - ONSITE AZ & VIRTUAL ALL 50 STATES 3 thumbnail
Lake St Mary Road
offered in person
offered virtually
Reply now for a free, no obligation Discovery Call to answer your questions about services offered, how we work, quotes, and to get you moving in the right direction!

** SERVICES OFFERED: **

▪️ ACCOUNTING:
- Fractional Controller/CFO Services for Non-profit & For-profit Organizations.
- Full Service Accounting (including Payroll & Sales/Use Taxes)
- Accounting & Software Cleanups & Setups.
- Budgets, Cash Flow & Forecasting.
- ERP, CRM & 3rd Party Software Integrations.
- Strategic Operational Streamlining & Workflow Efficiencies.
- Monthly/Quarterly Review, Reconciliations & Annual Write Up.

▪️ INCOME TAX PREPARATION:
- All 50 States & Multi-State
- Simple to Complex.
- Individuals, Sole Proprietors & Single Member LLC's.
- All Business Entity Types (Nonprofits, LLC's, Partnerships, Corporations, Trusts, etc.).

▪ REAL ESTATE:
- Property Management Accounting.
- Real Estate & Construction Accounting for Investments (Residental/Multi-Family, Commercial).

************

IDEAL CLIENTS:

* Non-profit & For-profit Organizations
* Revenues of $300,000 to $20 Million (or startups who aspire to this range)

#1) You may already have your own internal Bookkeeper who handles the day to day transactions, but need a degreed Accountant who can handle cleanups of your accounting & software systems; and-or review, reconcile and interpret your financial statements on a monthly, quarterly or annual basis.

#2) You may already have a CPA who completes your Income Taxes, Tax Planning and/or Audits, but need someone who can make sure your accounting is "tax return ready" and "audit ready" without paying excessive rates for clean up or extensive year end write up work.

#3) You may have no Bookkeeper, and no CPA... we do it all with monthly rates.

OFFERING IN SUMMARY:

Over 25 years of solid and diverse expertise as an accounting and tax professional with strong income tax background for individuals and all business entity types; public and private accounting for simple to complex set ups and clean ups (Nonprofits, Corporations, Partnerships, LLC's, Sole Proprietorships, Government & Educational Institutions); computer software set ups, clean ups, integrations and training; effective process improvement strategies; diverse experience with various industries in business and management consulting.

EDUCATION:
*BA in Accounting from Manchester University; with emphasis in Computer Programming and Spanish

CERTIFICATIONS:
* Certified QuickBooks ProAdvisor (All Versions of QuickBooks Online & Desktop, including Enterprise).

SOFTWARE PROFICIENCIES:
* Accounting - QuickBooks (All Versions), Peachtree/Sage.
* Tax - LACERTE, ProSeries, Ultra Tax CS, ATX, CSA.
* Payroll - Intuit, TSheets Time Tracking.
* Office - Advanced Excel, Microsoft Word, Outlook, PowerPoint, Access, and more.
* Many Industry Specific CRM software packages - Campground Manager, Camp Spot, Blackbauld, and more.

CONTINUING PROFESSIONAL EDUCATION:
- CPE in Tax, Accounting & Software (Approximately 80 hours per year):
* Federal & State Tax Law Updates for Individuals & Businesses
* Ethics
* IRS Special Topics
* Accounting Special Topics (Nonprofits, Budgeting, Forecasting, Cashflow, Government & Education Fund Accounting, Entity Structuring, ISO Standards, Office Forms & Paper Flow).

post id: 7758864423

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