Expert Financial Management for Your Business
Streamline Your Finances with Our Tailored Services
Discover how our specialized bookkeeping and tax preparation services can simplify your financial management and empower your business to thrive.
QuickBooks Online Set up and QuickBooks Online Cleanups.
Review and cleanup of QuickBooks Online Accounts, correctly assign all transactions categorization and reconciliation. Adjust duplicate income/expense accounts. Adjust duplicate customers/vendors. Review financial statements (Profit and Loss Reports, Balance Sheet) Send out 1099s for your contractors. Save money, save time less stress and focus on the important part of your business.
Our Comprehensive Services
Monthly Bookkeeping
Maintain accurate financial records with our monthly bookkeeping service, designed to keep your business finances organized and up-to-date.
Includes:
Transaction Categorization
Bank & Credit Card reconciliation
Monthly Profit & Loss and Balance Sheet reports
Bookkeeping Clean up & Catch Up
Our cleanup services help you sort through financial discrepancies, ensuring your records are accurate and ready for tax season.
Ideal if:
You are months behind
Your accounts don’t reconcile
You need clean books for taxes or loans
Tax Preparation
Prepare for tax season with confidence using our expert tax preparation services, tailored to meet the needs of small businesses and self-employed professionals.
Service Include:
Personal Tax Returns
Small Business Tax Returns
Organized fiancial report for filing
Key Features of Our Services
Our services are designed to provide clarity, accuracy, and peace of mind for your business finances.
Personalized Support
Receive one-on-one guidance from our financial experts, ensuring your unique business needs are met with precision.
Easy-to-Understand Reports
Access clear and concise financial reports that help you make informed business decisions.
Efficient Record Management
Benefit from streamlined processes that keep your financial records organized and accessible.
Tax Compliance Assurance
Stay compliant with the latest tax regulations, minimizing risks and maximizing returns.
What Our Clients Say
“Thanks to Marcie’s team, our monthly bookkeeping is now seamless and stress-free. Their attention to detail and personalized approach have made a huge difference for our business.”
“Marcie’s tax preparation services saved us time and money. Their expertise and dedication ensured we maximized our deductions and filed accurately.”
“The personalized support from Marcie’s team is unmatched. They truly understand the unique needs of self-employed professionals like myself.”
