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Few things produce the kind of stomach-drop feeling that a letter from the IRS does.
There's a moment most small business owners and individuals recognize immediately.
Most small business owners know they're supposed to reconcile their bank accounts.
Bringing on the first employee changes everything about how a business operates. What worked as a solo act doesn't scale once someone else is on payroll expecting regular paychecks.
Tax season brings recordkeeping weaknesses into sharp focus. Receipts vanish. The mileage log gets abandoned around March. Bank statements can't be located.
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Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
Jeanna L. Reese, CPA
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