Whether you are bootstrapping, hitting five figure months or somewhere in between, you need to know how to actually manage the financials of a successful business. A lot of small business owners fear not knowing what to do or that they're doing it wrong. Yet they still end up handling all their business and personal finances on their own, because they question whether working with a CPA is worth the investment.
You don't have time to map out a budget and investments, much less learn how to crunch the numbers properly, so you don't get yourself in trouble. Partnering with a tax professional gives you your time back and allows you breathing room to expand your business in ways that mean more than money. No one starts a business to spend their days worrying about taxes and bookkeeping - except for us.
We actually like the boring bits. We geek out on tax code and cheer when your books are balanced. Together we help service providers and creative entrepreneurs meet and crush their financial goals.
You don't have time to map out a budget and investments, much less learn how to crunch the numbers properly, so you don't get yourself in trouble. Partnering with a tax professional gives you your time back and allows you breathing room to expand your business in ways that mean more than money. No one starts a business to spend their days worrying about taxes and bookkeeping - except for us.
We actually like the boring bits. We geek out on tax code and cheer when your books are balanced. Together we help service providers and creative entrepreneurs meet and crush their financial goals.
Services
We will assist you in getting set up with a QuickBooks Online account so you can keep track of income and expenses.
Importing transactions year-to-date (so your books start fresh at the beginning of the year).
Customization of the chart of accounts (so you have all the income and expense accounts you need for your specific business).
Importing transactions year-to-date (so your books start fresh at the beginning of the year).
Customization of the chart of accounts (so you have all the income and expense accounts you need for your specific business).
People throw around the term "Hero of our time" a bit too freely these days, but Helena's is the face you should imagine when you think it.
She and her team can handle any sort of tax situation, from quiet to quagmire, with speed, expertise, and kindness.
For those of us who need reminders about the difference between 1099s and Schedule Cs and basically all business everythings.
I've had the pleasure of working with Helena at SweeterCPA for a few years now.
I had always done my own taxes but when I started my own business I knew I needed help to sort it all out.
She and her team can handle any sort of tax situation, from quiet to quagmire, with speed, expertise, and kindness.
For those of us who need reminders about the difference between 1099s and Schedule Cs and basically all business everythings.
I've had the pleasure of working with Helena at SweeterCPA for a few years now.
I had always done my own taxes but when I started my own business I knew I needed help to sort it all out.
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