Existing Businesses
Bookkeeping
Most freelancers are not in business because they love business, they’re there because they enjoy their craft, design, development, marketing etc. Let us handle your bookkeeping so you can focus on growing your business.
Tax Planning & Tax Compliance
Nobody likes surprise tax bills but nobody likes penalties. So we work with you on a monthly and quarterly basis to ensure tax compliance and to make any estimated payments, we also guide you on making tax reserves, so you have the money in the bank to pay the taxes.
Owners Pay & Profit Maximization
One big question freelancer’s have is how much they can pay themselves. We help you answer that on an ongoing basis and provide you with strategies to minimize costs and suggestions on how much to keep in the business based on your goals.
Focus on the work you enjoy, let us handle the accounting & taxes
You didn’t get into business to be burdened with bookkeeping & taxes, our team is trained and focused on helping you minimize the time you spend on administrative tasks that are requirements but don’t grow your business. Accounting & Taxes is our speciality. We’ll focus on that, so you can focus on your specialty.
One of the most common questions freelancers ask us before starting to work with us is how they should pay themselves. We work with you to establish that based on your goals and tax efficiency.
The top challenges facing freelancers are
Timely Accounting Information
Owners Distributions / Pay
Tax Planning & Tax Estimates
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Monthly Bookkeeping
Our bookkeeping services we’ll assign you to a team that will facilitate keeping everything up to date. We use various onlines tools to connect with your bank and process your accounting data. We work with tools such as Xero, QuickBooks Online, Bill.com and others to centralize your accounting data providing efficient bookkeeping.
Tax Planning & Tax Compliance
Freelancers don’t want end of year surprises, in our services we provide tax planning and tax compliance services to help you optimize your business, and make timely estimated taxes. So when tax time comes, the cash is in the bank to make the payments and interest is minimized.
Owner’s Pay & Profit Maximization
Knowing how much an owner can take in salaries and distributions is critical to the business for tax purposes and future planning. We work with you to calculate this based on your goals. We also provide insights into where there might be savings in the business.
Freelancers
Frequently Asked Questions
Yes, during new client onboarding, we will identify a scope of work for any clean-up work that we have to do including bookkeeping and income tax amendments.
Yes! Our Tax Planning & Compliance services are the best way to reduce estimated tax or Fail to Pay penalties. We provide estimate tax calculations on a quarterly basis for all clients we do monthly accounting for.
We assign a Senior & Junior accountant to each client, you’ll also have access to a Client Success Specialist. While circumstances vary our goal is keep the same accountant for each client the same for the longest period possible usually 8 to 12 months.
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