Our Services
Done-For-You Individual & Small Business Tax Preparation
Take the stress out of taxes with our all-in-one tax preparation services. We will handle the details so you can focus on what you love.
We Can Help You Pay Less Taxes With:
Custom Tax Strategy Development and Planning:
- Expert tax filing: We handle all your federal and state tax filing with precision to ensure compliance and your peace of mind.
- Maximizing deductions and credits: We identify and apply every deduction and credit to save you the most money.
- Strategic tax planning for future savings: We create a custom tax strategy to help you save more in the future.
QuickBooks Cleanup
- Organizing financial records: We tidy up your financial records so they are accurate, clear and organized.
- Ensuring accuracy for audits: We ensure your books are accurate and audit-ready.
- Preparing books for annual reports: We get your books in order for seamless annual reporting and financial statements preparation.
Ongoing Small Business Accounting Support
Get expert help every month with accounting and finances. We’re here to help you document and tract activities all year long.
We Can Help You Pay Less Taxes With:
Fractional (Outsourced) CFO
- Strategic financial planning and analysis: We help you create custom financial plans that guide your business toward long-term success.
- Cash flow management: Keep your business running smoothly with our expert cash flow monitoring and management.
- Financial forecasting and budgeting: Plan for your future with our accurate financial forecasting and detailed budgeting.
Accounting and Bookkeeping
- Daily transaction recording: We make sure every transaction is recorded accurately and promptly for clear financial tracking.
- Monthly financial statements: Get comprehensive monthly statements that give you a clear view of your financial health.
- Reconciliation of accounts: Keep your books accurate and up-to-date with our regular account reconciliations
QuickBooks Services
- Custom setup tailored to your business: We will set up QuickBooks specifically for your business needs and workflows.
- One-on-one training sessions: Learn how to use QuickBooks effectively with our personalized training.
- Ongoing support and troubleshooting: Enjoy continuous support and troubleshooting to ensure your QuickBooks runs smoothly.
Bringing Financial Literacy To You
Everyday we make financial decisions! Let us help increase your financial smarts with our financial literacy programs. I am passionate about simplifying complex financial information and deliver presentations with real, practical advice.
Financial Education
- Basics of financial management: Teach your audience the foundational principles of managing their finances effectively.
- Understanding financial statements: Help them read and interpret financial statements with ease.
- Budgeting, forecasting and analysis: Guide them in creating realistic budgets and accurate financial forecasts and analysis and why it matters.
- Why small businesses should love taxes: Provide essential tips and strategies for small business tax reduction.
Tax Presentation
- Latest tax laws and changes: Keep your audience informed about the most recent tax laws and updates.
- Tips for tax compliance: Share practical tips to help them stay compliant with federal and state tax regulations.
- Strategies for tax savings: Offer effective strategies to help save more on their taxes.
For Government Contractors
- Accounting Documentation: Maintain comprehensive records of all financial transactions, including receipts, invoices, and contracts, to ensure transparency and accountability in compliance with government regulations.
- Audits and Reviews: Implement routine audits and financial reviews to verify the accuracy of records and adherence to governmental standards, helping to prevent discrepancies and fraud.
- Ongoing Monitoring and Updates: Regularly review and update financial records to accurately reflect changes in the state requirements.
- Financial Statements and analysis: Prepare and maintain comprehensive financial statements, including balance sheets, income statements, and cash flow statements, to reflect the company’s financial health.
- Compliance with Reporting Standards: Ensure financial records are prepared in accordance with government reporting requirements and accounting standards, facilitating accurate and timely submission of financial reports, including tax filings and corporate disclosures.
State Certifications
- Application submission – Preparation and submission of records for state certifications – Ensure all certifications comply with the specific regulatory and qualification standards set by the state, including necessary documentation, fees, and periodic renewals.
- Compliance: verify and validate that all state certifications are current and reflect any changes in state laws or regulations to maintain legal and operational compliance.
- Financial Statements and Reporting: prepare financial statements and accounting reports for all state certifications and provide accurate reports as required by state authorities.
Tell A CPA Is Here To Help You Succeed
Whether you need small business tax preparation, ongoing business support, or financial education, our Olympia CPA will handle the numbers so you can focus on growing your business.
Hi, I’m Grace Francis-Simon, your experienced Olympia CPA.
My number one goal is to ensure that you do not pay more taxes than you have to, so that you keep more of your hard-earned money.
Tell- A -CPA is designed to provide personalized and professional financial services to help you pay less in taxes and minimize your tax and accounting stress.
Reach out today to talk about how I can simplify your financial strategy and help your business thrive!
