Accounting Done For You and Made Easy

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

Bank reconciliation

9

Identify lost checks, lost deposits, or unauthorized wire transfers.

9

Detect and prevent embezzlement of funds from within your business.

9

Track your business growth and manage your cash effectively.

9

Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

Income statements

9

We will provide you with regular profit / loss statements that will help you track the operating costs of your business.

9

Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.

9

Track increases in product sales or returns as a percentage of your sales.

9

Determine your current tax liability.

General ledger management

9

We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.

Balance sheets

9

Gives you a snapshot of the financial health of your business at any given point of time.

9

Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.

9

Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.

We can also customize our service to you by adding…

9

UNLIMITED CONSULTATIONS.

9

Payroll management.

9

Tax planning and preparation.

9

Any number of a wide variety of financial services that would benefit your business.

Let Us Help:

Supporting New Castle County Charities? How 2026 OBBBA Charitable Giving Contributions Work

 Quick Answer: Effective for the 2026 tax year, the One Big Beautiful Bill Act (OBBBA) establishes a new universal deduction allowing non-itemizers to deduct up to $1,000 ($2,000 for married couples) for qualified cash donations directly from their income. And...

Calculating Crypto Taxes Simplified For New Castle County Investors

 Quick Answer: Crypto taxes are calculated by subtracting your cost basis from your gross proceeds for each taxable sale, swap, or purchase made with cryptocurrency. The IRS treats crypto as property, so selling crypto, trading one token for another, or...

How the Secure 2.0 Act Changes Beneficiary IRS Tax Rules For Your New Castle County Heirs

 Quick Answer: Under the SECURE 2.0 beneficiary IRA tax rules, most non-spouse heirs must fully liquidate an inherited IRA within 10 years, with many also facing mandatory annual required minimum distributions (RMDs) if you pass away after age 73. Because...

Do You Get Better Tax Breaks For Being Married, New Castle County Couples?

Key TakeawaysMost married couples lower their tax liability by choosing the Married Filing Jointly status, which preserves access to deductions that separate filers lose. When there is a significant income gap between partners, combining earnings on a joint...

Who Can Claim the American Opportunity Tax Credit? Guidance for New Castle County Parents

 Quick Answer: The American Opportunity Tax Credit (AOTC) must be claimed by whoever legally lists the student as a dependent on their federal tax return. If a parent claims the undergraduate, the parent gets the credit; if the student is independent, they...

2026 Guide to Short-Term Rental Taxes for New Castle County Airbnb & VRBO Hosts

Key TakeawaysYou do not have to pay federal income tax on rental earnings if you rent your home for 14 days or fewer per year and use it personally for more than 14 days (or 10% of the rental period). You will only receive a Form 1099-K if you exceed $20,000 in...

Do You Have to Pay Taxes On Sports Betting? What New Castle County Bettors Need To Know

 Key TakeawaysThe IRS considers all sports betting payouts as ordinary income, regardless of the amount or whether you received a tax form. For the 2026 tax year, you can only deduct 90% of your gambling losses against your winnings, even if you ended the...

The New Castle County Taxpayer’s Guide: How Do I Calculate My Federal Tax Withholding?

 Key TakeawaysA large refund is an interest-free loan to the government, while a big bill suggests you are at risk for IRS underpayment penalties. Updating your Form W-4 by late April allows you to spread adjustments across the majority of the year,...

How Does Self-Employment Tax Work For New Castle County Taxpayers Leaving Their 9-to-5?

 Key TakeawaysAs a W-2 employee, you pay half of Social Security and Medicare tax through withholding. As a self-employed taxpayer, you pay both halves through self-employment tax. Self-employment tax is 15.3% of your adjusted net earnings, and you also pay...

Your Tax Pro’s Guide To Spring Cleaning Your Tax Reduction Strategy

Key Takeaways Use your 2025 return as a diagnostic tool to calculate your real tax percentage and identify specific areas for AGI reduction. Use the post-tax season window to calibrate your withholding or estimated payments. IRS limits have increased for 401(k)s...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!