Services
Local bookkeeping & tax preparation
Bookkeeping and tax preparation for owner-run businesses in Wesley Chapel, New Tampa and Zephyrhills, with Monthly Recaps and a Tax Recap the day I file.
A check mark means included with the service
Bookkeeping & Financial Cleanup
Catch up and keep your books in order.
I reconcile accounts, categorize transactions, and review invoices and bills for small businesses with overdue or disorganized books.
Cleanup for overdue or disorganized books
Cleanup focuses on the periods that need attention: reconciling accounts, reviewing transaction categories, and finding unbilled invoices or overdue payments. If you have more than one business, I help keep their records separate.
For the intro call, it helps to know which periods are behind, which accounts you use, and what records you already have. We'll talk through your situation and the work involved before I give you a quote.
Monthly bookkeeping and your Monthly Recap
With ongoing bookkeeping, your books are closed and checked each month. Your Monthly Recap compares your numbers with last month and includes your year-to-date ledger, so you can see how the business is doing.
If you're unsure where your books stand, take the Year-End Books Readiness Check. It has 10 questions and a practical checklist to help you identify gaps.
Ideal for
- Overdue or disorganized books
- Owners who need monthly bookkeeping
- Multiple businesses
- Unbilled invoices or overdue payments
What’s included
QuickBooks Setup & Training
Setup and training as part of bookkeeping or as a separate service.
Monthly Reconciliation
Accounts reconciled and books checked each month with ongoing bookkeeping.
Transaction Categorization
Transactions reviewed and placed in the appropriate categories.
AR/AP Recovery & Analysis
Review of unbilled invoices and overdue payments.
Monthly Recap
A short recap comparing your numbers with last month, with your year-to-date ledger, for ongoing bookkeeping.
Multi-Entity Management
Separate records for multiple businesses.
Tax Preparation & Strategy
Understand the return you file.
I prepare individual and business returns and help you plan through the year. Your Tax Recap explains the filed return in plain language.
Tax preparation for individuals and business owners
I prepare individual returns for W-2 and 1099 income, Schedule C returns for self-employed clients, and business and multi-state returns. On the intro call, describe the income you receive, your business structure, and the states involved so we can talk through the return you need and the work to quote.
Overdue or unfiled tax returns
If you have overdue or unfiled tax returns, I can help with the preparation. I work personally with clients in Wesley Chapel, New Tampa and Zephyrhills, and remotely with clients elsewhere.
If your business books are behind, I can also reconcile accounts and categorize transactions to organize your income and expenses for tax preparation. Explore bookkeeping and cleanup.
The day I file your return, I email your Tax Recap explaining your income, deductions, credits and tax result in plain language.
Book a 20-minute intro call to discuss the returns you haven't filed and the records you have available.
From preparation to your Tax Recap
I prepare, review and file your return. The day I file, I email your Tax Recap: a short visual walk-through of your income, deductions, credits and tax result. See how the Tax Recap works for an example of the deliverable.
Ideal for
- Individuals with W-2 or 1099 income
- Self-employed clients and contractors
- Small business owners
- Multi-state filers
What’s included
Individual Returns (W-2, 1099)
Preparation for individuals with wage and 1099 income.
Schedule C & Self-Employed
Preparation for freelancers, contractors and other self-employed clients.
Multi-Entity & Business Returns
Preparation for businesses with one or more entities.
Multi-State Filing
Preparation for returns involving more than one state.
Tax Strategy & Planning
Planning discussions based on your situation through the year.
A Tax Recap the day I file
Your return explained in plain language, emailed the day I file.
QuickBooks Setup & Support
Build the foundation for clean books.
I set up your chart of accounts, connect bank and credit card accounts, organize categories and classes, and provide training and documentation to help you maintain your books.
Setup, training and ongoing help
Setup covers the structure of your books: accounts, categories, classes, and customer and vendor records. Training and documentation help you use that structure. Ongoing support is available for questions about your setup and bookkeeping.
Tell me what you're using now and where you need help on the intro call. We'll talk through your situation and quote the work involved.
Ideal for
- New businesses
- QuickBooks beginners
- DIY bookkeepers
- Owners rebuilding their bookkeeping setup
What’s included
Chart of Accounts Design
Accounts structured for your business and tax needs.
Bank & Credit Card Linking
Connections configured for transaction imports.
Category & Class Setup
Categories and classes to organize your records.
Customer & Vendor Management
Contacts organized for invoicing and bills.
Training & Documentation
Help learning to maintain your books.
Ongoing Support
Help with questions about your setup and bookkeeping.
Questions before you book
How is cleanup different from monthly bookkeeping?
Cleanup addresses overdue or disorganized periods. Monthly bookkeeping keeps the books closed and checked each month and includes a Monthly Recap. On the intro call, we'll talk through where your books stand and what work you need.
Can we work together online?
Yes. My focus is owner-run businesses in Wesley Chapel, New Tampa and Zephyrhills (Pasco and Hillsborough counties), and I can also work remotely with clients elsewhere. Bookkeeping and tax preparation can be done online.
How much does the work cost?
Pricing depends on the work involved. Book a 20-minute intro call to talk through your situation and get a quote. See what happens on the intro call.
Not sure which service you need?
Let's talk through your situation and the work you need. I'll give you a quote based on what's involved.
matt@woodtaxadvisory.com