Small Business Accounting, Analysis and Advice

Accounting

Since when did "Keeping the Books" mean that the accountant literally "Keeps the Books?"  Your Books are yours and so you should retain control and ownership during and after your relationship with us.  We use QuickBooks Online as it is the dominant full functioning accounting software for small business and also allows you to retain control while enabling collaboration so we can provide services in a transparent and consistent manner.

behind the curtain

Guess what? Some of what accountant's do isn't magical.  Rather than hiding behind a veil of secrecy we prefer to be upfront and transparent about what we do, how we add value, and how we determine our fees.  So rather than paying for Fairy Dust, we want you to understand what we are here to do for you.  Yes bookkeeping looks simple enough, we insist on having an active role with your books as a foundation to higher level services; making sure the information is reliable and accurate is very important and chances are  you're not in the business of bookkeeping so spending time doing so takes time from adding real value to the business you are in.

Analysis

Just doing bookkeeping doesn't tell you much.  Helping you make sense of the information is essential in order to make decisions and understand the potential consequences of different courses of action.  Report selections, periods covered, comparisons made and more are important for you to understand your business' financial condition and operational results.

Advice

The real reason you went looking for an accountant in the first place.  Unfortunately many accounting firms sell Fairy Dust instead. With years of experience we understand and structure our relationships to incorporate enough advisory services to thoughtfully answer questions and address concerns that all of us Entrepreneurs have.

Tax Planning

If you have a small business chances are you also need some tax planning.  The best time for tax planning is before you have to write a check to Uncle Sam.  No we can't just pencil-whip your tax situation to zero, but we can help you minimize the amount of your wealth you have to hand over.

Fairy dust the magical portion of other firm's accounting and bookkeeping services when they can't articulate what they are doing beyond transactional services to deserve the premium they charge

 
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Christopher s thomas, cpa

After spending several years auditing small businesses for the Department of Revenue, I decided my passion lies on the other side of the table helping and not hurting small businesses. Since then I’ve spent the last decade building a modern practice focused on delivering high quality services at reasonable prices to small business clients. By combining regular monthly bookkeeping with year end taxes along with tax planning and ad hoc advisory services structured around a monthly flat fee we were able to deploy automation and technology to compliment the human centered service offerings to maximize client value.