Business growth is one of the biggest reasons to move on from your accountants. At the first sign that your accounts are getting too complex for your accountants to handle it’s time to look elsewhere. Has your accountant outgrown you? In some cases it may be your accountant who has grown too big for you.
The benefits of making Greenlight Financial part of your team are:
• You focus on running your business, not your accounting function
• You gain an accounting/bookkeeping solution that adjusts as your business grows, without the accompanying staffing and training costs
• You add a high level of accounting expertise
• You improve your financial controls and gain a clearer understanding of your financial health
• You gain expert training, as needed, in accounting and bookkeeping functions and QuickBooks
You could hire any number of professionals to take care of bookkeeping and generate financial reports. However, a good accountant is able to find ways to reduce expenses, restructure debt, find legal loop holes in the system, and improve efficiency.
NO! We Offer ONE HOUR FREE CONSULTATION
We’ll work with you to identify the services you need. Then we’ll set up a process by which data is collected, recorded, and handled efficiently and timely. Spend your time building your business and your profits; let us handle your bookkeeping, recordkeeping, and report filing. If you already have a QuickBooks file, you can email it to us via WeTransfer. Once received, we will upload it onto our secure server and send you login access via Remote Desktop Connection. You will have access to your file 24/7.
Absolutely. We will just transfer the QuickBooks file to you.
Yes, we can assist in a timely manner. We perform an assessment of your needs and the most cost-effective way to handle your accounting needs in order to have timely and accurate financial statements.
Income and Investment Information
Form W-2 Wage and Tax Statement -Your W-2 shows how much you earned and how much was withheld for taxes.
Bank or financial institution statements – Did you make contributions to an IRA? You’ll need a Form 5498. Are you paying down student loan debt? Be sure to grab your Form 1098-E.
Last year’s state refund amount – If you filed.
Other miscellaneous income records – This could include award money, gambling winnings, lottery pay-outs, etc.
Any (and all) Form 1099s
The major difference between an in-house bookkeeper and Greenlight Financial is OUR TEAM. At Greenlight Financial, you have access to a group of individuals with various levels of experience and expertise. Differences include:
• Accurate and professional small business accounting packages
• Defined customized pricing
• Time to focus on running your business
• Save money on payroll taxes, employee benefits and training
• Save on office space and overhead
• Reduced CPA fees at year-end
We are a full-services accounting firm, assisting businesses with a wide-range of services, from monthly, quarterly, or annual accounting, to tax planning, and any IRS tax problems they may be faced with. From wage levy release, to payroll tax problems, and more.
Greenlight Financial’s full-service team provides multiple services with an emphasis on maximizing value to the client through our knowledge, insight and meticulous methodology.
Every business is unique. As such, we seek to apply customized, creative solutions especially tailored to address the needs of each client by leveraging institutional knowledge, establishing a strategic financial strategy and ultimately maximizing cost-efficiency for financial services. In order to give you an exact quote, we first want to find out a little more about your business and accounting needs. Rest assured that we work with many small business and our rates are designed to fit the budgets of our clients.
Yes, at a reduced rate. Give us a call for a quote.
QuickBooks and other software packages are only tools for entering information. We can help you to interpret this information through financial reports and projections. Monthly balance sheets and detailed general ledger, and consultation and tax advice throughout the year to ensure that measures are implemented to allow you to take advantage of changing tax laws, minimize your taxes, and become more profitable.
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