We are a financial services firm working with all types of small businesses such as retailers and professional service firms, but specialize in serving active real estate investors and developers who need proactive reporting and detailed cash flow projections.
Financial services firm helping small business owners
Bookkeeping
Personal & business income taxes
Certified Xero Advisor & Quickbooks Pro
Taxes
Small Businesses
Gross receipts & sales taxes
Pricing
Flat fixed rates, not hourly, determined upfront based on the scope of work you need.
Federal & State Income Taxes
Tax Services
We specialize in handling tax preparation and filing services for individuals and small businesses. We ensure that all tax returns are accurately prepared and submitted on time, taking into account all relevant deductions and credits. We guide our clients through the entire process, explaining and clarifying any tax-related questions or concerns. Our goal is to minimize tax liabilities and maximize potential benefits for our clients, allowing them to focus on growing their lives and businesses. Trust us to handle your tax returns efficiently and effectively, providing you with peace of mind and confidence in your financial compliance.
Gross Receipts, Sales, and Other Taxes
As a business owner, you know there are more than just annual income taxes that you need to worry about: sales & use taxes, gross receipts taxes, excise taxes, employment taxes. Or, at least now you know that! We can help you understand, setup, file, and pay all these various other taxes so that you stay compliant. We also help you determine whether you qualify for any exemptions or deductions for these types of taxes.
Personal Tax Returns
Sole Proprietorships
Limited Liability Companies
Partnerships
Corporations
Bookkeeping Services
Starting On The Right Foot
Just starting your business? Or perhaps you're just getting around to setting up a bookkeeping system. Maybe you just need to get things caught up or cleaned up.
Offload the Burden
Your time is best spent nurturing client relationships, building your products & services, and managing employees. You have clear goals you want your business to achieve. There's a lot going on and you need someone knows their way around the financials but with an eye towards the bigger picture too.
Needing A Helping Hand
That pesky thing called life keeps getting in the way of taking the time to keep the books up to date. Or you would rather do literally anything else besides bookkeeping tasks. Maybe you're nervous about tax compliance and want someone knowledgeable to keep you out of trouble. You're looking for guidance on key metrics or clear explanations of what the financial reports are telling you in regards to your business and goals.
Setup your company's books in Xero or Quickbooks Online, including integrating with your banks and payment processors such as Square.
Catch up on categorizing and reconciling accounts that have been neglected so you have accurate records.
Help set up federal and state tax accounts and reporting.
Training on how to use the accounting software and processes yourself.
Tips on best practices and how to streamline your specific bookkeeping needs.
How We Might Help
Keeping all the transactions running through your bank and credit card accounts properly categorized and up-to-date.
Customize your chart of accounts and financial reports to fit your needs
"Close out" the books every month to ensure accuracy and timely reporting.
Review and explanation of financial statements and the financial ratios that are key to your business success.
How We Might Help
Bookkeeping Nuts & Bolts
The specific bookkeeping and advisory services you need are as unique as you are and will also change over time. So while there's no one-size-fits-all solution, here's the building blocks on we may use to meet your needs:
Ensuring all the numbers are up-to-date and where they're supposed to be.
Invoicing your customers and monitoring whether or not they are paying you.
Organizing and tracking all the bills you owe your vendors, then making sure they get paid on-time.
Streamlining payroll processing, filing quarterly returns, and establishing employee benefits.
Helping to create and monitor budgets and benchmarks geared towards increased profitability
Perform detailed cash flow analysis and forecasting to make sure you can achieve your growth plans while also making sure everyone gets paid.
How We Might Help
Transaction coding
Financial statement preparation/review
Accounts receivable management
Budgeting
Account reconciliation
Assisted payroll
Accounts payable management
Benchmarking
Cash flow forecasting
Contact Us
Reach out to us for any accounting or tax-related queries.
info@fiscalgrit.biz
505 570 2140