Individual and Business Services
Individual Services
Personal Income Tax Returns
Do income taxes stress you out? Have you had changes to your tax situation this year? Are you receiving all the credits you are eligible for?
Budgeting
Looking to get a look into your spending? Not sure where to start? Let me help you get organized and understand your spending and goals.
Financial Planning
Planning for the future? Want to put a game plan in place to meet your financial goals? I will support you in laying out a roadmap to financial success.
Full Service Bookkeeping
Self-Employed Income Taxes
Do you have a home office? Are you tracking your mileage? Do you get paid on 1099's instead of W-2? Do you want to maximize your tax write-offs?
Partnership & LLC Income Taxes
Did you know the deadline for partnerships is March 15th? Do you need K-1's filed? Do you know how much your business earned and how much was paid in guaranteed payments?
Take Control of Your Bookkeeping
Running a business is complicated, but the bookkeeping doesn't need to be. I offer a variety of approaches to bookkeeping assistance, so you can choose the one that's best for you.
Bookkeeping Guidance for Hands-on Business Owners
Want to keep things hands-on, but need guidance and support to find a system that works for you? I'm here to help you craft the perfect solution.
I'll work alongside you to implement web-based software that will simplify your daily and monthly bookkeeping. With real-time access to an online dashboard, you'll always know your business's exact financial standing. I'll be there every step of the way to guide you through the learning process and to help with any problems or questions that might pop up.
Full Service Bookkeeping
If you're overwhelmed by just the thought of accounts payable or bank reconciliation, then this is the option for you.
I'll implement a web-based software to make sure all bookkeeping and accounting matters are handled in a timely fashion. You'll always have access to real-time data about your business's finances, but I'll handle all the work for you, leaving you free to focus on the parts of your business that you're most passionate about.
Understand Your Business Through a Detailed Accounting Analysis
How is your business succeeding? What parts need to change? To answer those questions, we'll do a deep-dive into your business's income and expenses, and then prepare a customized, in-depth report with our findings. I'll review the results with you, and discuss the ways you can streamline your business to help it thrive. Reports are always available online, so you can access them any time you need.
Contact Me
I will give your business the personalized, focused attention it needs to succeed.
"Jacob has managed my small business bookkeeping and reporting since I started. As someone who doesn't enjoy those aspects of business myself, it's a relief to know they are in good hands. Jacob provides the critical insights and reporting I need in order to run my business efficiently and make data driven decisions."
One happy customer
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