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Offered Services

Bookkeeping

Bookkeeping

Complimentary Consultation Call

  • record and pay bills

  • record and code credit card transactions 

  • record and allocate deposits

  • reconcile all bank and credit card accounts

  • reconcile payroll

  • reconcile third party accounts (square, paypal, venmo)

  • prepare financial statements to be presented monthly

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Have your hands full with running your business but want to be up to date with your finances, this is the service for you. I will handle all your bookkeeping needs so you no longer have to worry about all the receipts and invoices piling up on your desk. Receiving payments and paying bills will become easier with integrated processes. Your books will accurately reflect what’s in your bank account allowing you to make better business decisions. Whether it’s been one month or multiple years I can get you up to date and aligned going forward. 

Accounting

Accounting

  • Profit and Loss Review

  • Balance Sheet Review

  • Cash Flow Analysis

  • Tax Planning

  • Estimated Taxes

  • Questions Answered

Complimentary Consultation Call

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Your bookkeeper hands you your profit and loss, it shows you are making money, but your bank account doesn’t reflect that, where did the money go? You see the numbers, sales are high but you aren’t making a profit, why? Business is booming, cash flow is high, but all your money ends up going to taxes. Do any of these sound like you? Understanding your finances can be confusing and time consuming but they are the key to your success.  Working with me means that you have an experienced, knowledgeable and approachable person in your corner that will help you answer these questions and ensure that all your hard work isn’t going to waste.

Tax Prep

Tax Preparation

  • Individual Taxes: 1040’s

  • Business Taxes: 1120’s, 1120-S’s, 1065’s

  • Back Taxes: See Separate Service for more information

Complimentary Consultation Call

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Want someone who you trust to file your return timely and accurately? Small businesses can become complicated. What do you write off? Do your miles count? What about your home office? I can help you navigate the many questions that arise when filing your tax returns. With six years of experience across multiple industries and a desire to help you better align and understand your finances you can rest easy knowing you found the right CPA. 

Back Tax

Back Taxes

Complimentary Consultation Call

  • Individual Taxes: 1040’s

  • Business Taxes: 1120’s, 1120-S’s, 1065’s

  • Pull Income and Wage Transcripts

  • Determine Tax Liabilities

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You haven’t filed your taxes in two years, six years, ten years; the IRS notices are piling up. You’re scared, overwhelmed and embarrassed but you’ve come to the point where you know you won’t be able to sleep soundly until this is taken care of. That’s where I come in. For the last two years I’ve helped multiple clients put together accounting records, file their taxes and get the IRS off their back. We will work together to build your set of books and become current with tax filings to allow you to start breathing easily again. Contact me for a judgment free consultation call to get started.

QuickBooks Training

QuickBooks Training

  • QuickBooks Set up

  • Chart of Accounts

  • Data Entry

  • Adjusting Journal Entries

  • Payroll 

  • Payroll Reports

  • Credit Card Entries

  • Customer Invoicing

  • Receiving Payments and Deposits

  • Bank Reconciliations

  • Asset Entries

  • Loan Set Up

Complimentary Consultation Call

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Enjoy being hands on in your business, want to learn the difference between a profit and loss and a balance sheet? Be in control of your chart of accounts, payroll and finances? This is the service for you. We will go through everything from QuickBooks set up to bank reconciliations and everything in between.

Business Coach

Business Coaching

  • Business Name Availability

  • Entity Designation

  • Ein Application

  • Bank Account Set Up

  • Operating Agreements

  • State Incorporation and Filings

  • QB Set Up

  • QB Overview

  • Tax Return Filings

Complimentary Consultation Call

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Have a passion, hobby or talent that you want to turn into a business, but have no idea where to start? You’re in the right place. Being a small business owner myself I’ve endured all the headaches that come when you’re first starting out. From choosing a name, entity designation, setting up bank accounts, QuickBooks set up and filing tax returns I’ve done it all. Lucky for you, you don’t have to do this alone. I will guide you through a step by step process laying out the roadmap to ensure you are up and running with as little hassle as possible. 

Corina J, WA

“Samone has been an absolute godsend! We feel so lucky to have found her. My books were a total mess and she was so patient, non judgmental and efficient in getting everything straightened out for us. She is extremely detail oriented and is always happy to answer any questions that you have along the way to make sure your expectations are being met and that she is providing you with the best possible experience. I would highly recommend Samone for anyone that has accounting needs, especially if you’re like us and have no idea where to start! We can’t thank her enough for her services."

Contact

530-409-7976 - text or call

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samone@soulfulcpa.com

©2022 by Soulful CPA

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