TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?
WE GET IT.
AND WE CAN HELP.
Get the insights into your business you’ve always wanted.
Have the right dials to turn, and know when you need to turn them.
Every time we meet with a new business, we rediscover (together) the power of having the right information at your fingertips. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe — or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way.
Too many business owners are evaluating their success by “what’s in the bank” instead of what is possible when you have a true expert in your corner.
Bookkeeping you can rely upon
Whatever your software (even if it’s Excel!) you need to have a system for categorizing expenses … not only so you can see what’s actually happening — but so you can capture all of the tax savings now available to business owners (if only they knew about them).
Payroll: Handled without pain
Discover the peace of mind that is possible in knowing your payrolls are done RIGHT (and a team in your corner if your software ever blows it).
It’s one thing to have clear P/L’s … it’s an entirely different thing to optimize your financial systems so that you are capturing every legal, and ethical deduction available to you and your business.
The right advice, at the right time
It doesn’t help to have your accountant tell you that you are running in the red — after you’ve buried yourself in debt. Or that a particular product/service category is booming — after you’ve finished your sales cycle. Let us point you where you need to go.
What our Client's Think...
Kimberly Bagley is an amazing accountant! She understands e-commerce very well. She'll pull everything from Amazon, eBay, Walmart, and PayPal and take care of the business taxes and IRS/state filings and payroll. Allows me to focus on growing the business instead of worrying about all these tedious tasks. Kimberly is very thorough and even though she works remotely, she explains anything I'm not understanding by phone or email. Highly recommend!!!
My books haunted me. There were errors that went back years and just kept getting carried over. Kim got to the bottom of it all. I found her to be knowledgeable, patient and kind while sorting though my books. My current accountant was very pleased with the work she did. She was fast and very generous with her time. All my questions were answered in a way I could understand without ever being condescending. I am so glad I found her and made use of her skills. If only there were more than 5 stars to give.
Kim helped us when literally no one else could. After 6 years of recording my income for a growing business in Excel sheets manually, finally ready to move to Quickbooks online, we went through firm after firm that couldn't put clarity in our records and transfer it all correctly to Quickbooks. Kim did. Kim cares about her clients, and it is evident in her work. Kim was the only one we found that was willing to sit at the desk for hours, clean up manually each one of our records (and there were quite literally tens of thousands), and move us to Quickbooks Online. She now cleans and maintains our books every month, which makes it easy to generate P&Ls and for our accountant to file returns. I have hired her for my second business and will for any additional businesses I start, as well as recommend her services to all the entrepreneurs I know that need bookkeeping. She's that awesome.
I run a mixed business mostly online and some service work as well. I had been doing my own books for several years but I got to the point where I was too busy to keep up with it and things were getting too complicated with payroll taxes etc. Kim went back to the beginning of the fiscal year and cleaned up my books. Over time I had gotten lazy and didn't keep up. Kim dug through statements and accounts to build it all into a useful set of books. After a time it became apparent that it would beneficial to convert from a sole prop to an llc. Kim handled all the ins and outside of that and it was stress free on my part. I have more time to do the things that make the money as opposed to trying to record how I made it. To have a proper set of books and p&ls to look at is great. And to be able to plan based on those help out alot. Kim has been invaluable to the growth of my business
I'm hesitant to give a good review for Kimberly because I want to keep her all to myself!! But seriously, she has been a breath of fresh air for my business. I have been self-managing (and leaving a lot of money and headache on the table), and by adding Kimberly to the team, I can finally free my mind up to put 100% of my focus on growing my business. She's been transparent, ethical, and professional in all of our discussions, and I'd recommend her to anyone who is involved in online business (but don't you DARE steal her from me!) 🙂
Point of Change Christian Counseling
I was skeptical of how Quick Books would work into my practice. We requested paid time to instruct us on Quick Books basic services. Once she sat down with me and started explaining things. It was incredible the difference it would make in just tracking business info alone. She explained it, I just recently finished my taxes and it was awesome!!!! Cut my tax prep time into a third of what it normally would have been. Thanks Kim!
OP Corpus Christi
Kim has been doing my business books and taxes for five years. She is prompt, knowledgeable and takes a big headache off my plate! My business is blessed to have her doing this for me. I highly recommend you contact Kim for your bookeeping/accounting needs. You will not be disappointed!
Looking for Advice
You Can Trust?
2023 Tax Deadlines Approaching..Don’t let them sneak up on you!
Happy New Year! With the new year here, that also means tax season is here. Let's make sure all your paperwork is in on time to beat the "rush" that comes when the deadlines approach. Here's a run-down of all the deadlines you need to be aware of. All of them might...
Welcome Melissa Calwell, CPA, EA
As a bookkeeping, advisory, & tax firm, I strive to meet the challenges of ever changing tax needs you face each year. Part of my process is that I continually evaluate the service I provide, and the manner in which I provide it. As a result of this reflective...
Welcome Tanna as our new Senior Accountant
I am pleased to announce that Tanna Kimbro, CPA is our new Senior Accountant! Tanna has been working behind the scenes with us since August 2022, but I wanted to formally introduce her. She and I worked together over 20 years ago in the corporate world. She was the...