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Does Your Bookkeeping Need a Little Housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Please call now to set up an appointment.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Solving Problems in MARKETINGCITY Businesses with Effective Solutions

There's this idea out there among many wannabe MARKETINGCITY business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset - although the...

Delayed Gratification: Staying Focused to Get Ahead (Later) in MARKETINGCITY

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

John Smith’s Next Steps After Settling With The IRS

Let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back, and that a settlement was in everyone's best...

Focus Training For Folks In MARKETINGCITY

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Instilling Financial Literacy For Kids In MARKETINGCITY

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

How To Manage Money For MARKETINGCITY Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

John Smith’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

A 12-Point Financial Health Check For MARKETINGCITY Families And Individuals

We are now fully engaged in our tax "off season" here in MARKETINGCITY. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

Four Tips For MARKETINGCITY Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in MARKETINGCITY into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in MARKETINGCITY who are paying attention (because...

3+ Reasons Why MARKETINGCITY Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our MARKETINGCITY office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that...