Quick Books Tune-up
Just need a fast fix on your books or a quick financial report? We can look at your bookkeeping system—no matter what system you use (software or no software)—and make recommendations for how clean things up and organize into a presentable GAAP*-compliant format. If you’re unsure how to get started, this one-time service might be a great place to begin.
We have experience with a wide variety of accounting software and systems:
- Intuit QuickBooks
- Xero
- Sage 50 (Peachtree)
- FreshBooks
- Quicken
Or if your records are just a simple Excel spreadsheet, or even the original green bar columnar paper – we have seen it all! We can quickly help get things organized and working better for you.
Contact us if you are interested in learning more, or for a free, no-obligation price quote. Help is more affordable than you think!
*GAAP means “generally accepted accounting principles” – basically conforming your books to meet accounting nerd standards.
Full Service Bookkeeping
We can handle monthly reconciliations, accounts receivable and accounts payable management, payroll, financial reporting, quarterly filings—you name it, we can do it. If you are ready to rid yourself of the burden of bookkeeping, we are here to help.
Some of the services we can provide include:
- Monthly reconciliation and financial report preparation
- Customer invoicing, receiving payments, and accounts receivable follow-up
- Bill pay and accounts payable management
- Payroll processing and quarterly filings
- Sales and use tax reconciliation and filing
- Cash flow forecasting
We provide you with a custom proposal of just the services you want, no matter how small or large your need is. Contact us for a free initial consultation and to receive a full service proposal.
Tax Preparation & Planning
Individuals, self-employed, LLCs, partnerships, s-corps, trusts, estates, nonprofits, domestic and foreign—our tax expertise covers entities of all types. Set up a free, no-obligation consultation and let’s talk tax.
Our tax preparation service includes:
- Preparation and electronic filing of all eligible federal tax forms (1040, 1065, 1120, 1120S, 990, 706, 1041, 5471, and more)
- State tax form preparation for all states with an income tax
- A review of your individual or business financial situation with recommendations for minimizing your overall tax liability
- Tax withholding estimation and refund/balance due planning
- Assistance with creating payment plans, offers in compromise, and tax debt management
- Audit support including responding to IRS and state tax notices
Basic individual tax preparation starts at only $99. Contact us for more information or to get started for free!
Business Planning & Consulting
Got big hopes for growth but need a partner to talk through your organization’s goals and how you can achieve them? Waldo Accounting Services can be your planning partner. We can help you convert your lofty ambitions into a plan of attack, and identify resources that can help you execute.
Let’s talk about how we can best support you, including assistance with:
- Business plan creation
- Assistance starting new businesses or changing business entities
- Identifying SBA grants and other funding opportunities to start or expand your business
- Cash flow analysis and management
- Operations process improvement (including workflow documentation and Lean Six Sigma implementation)
- Business succession planning
Reach out to us with details on your specific situation, need, or idea, and let’s talk about how Waldo Accounting Services can help you succeed.