Amy Jokel, cpa - accounting & tax services

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Our main goal is to help small and medium-sized businesses report timely and accurate business transactions for tax reporting and analysis purposes.  When we do what we're good at, business owners and managers can focus on their business (their passion) instead of their books (our passion).    

We strive to stay abreast of technological, tax, and industry standard changes to be prepared for future shifts in a business’ specific situation; and, if we don’t know the answer, we will find out!    

We hope to use our knowledge and teaching abilities to become leaders in helping today's youth become more educated about financial matters and personal finance.  They are our future!

 We offer year-round accounting and tax services to assist our clients in establishing and maintaining excellent record keeping and reporting systems. 

We provide monthly, quarterly, and annual bookkeeping and financial reporting, payroll processing, and QuickBooks Online setup and training.

We offer tax preparation and advisory services for individuals, businesses, and nonprofits.

We help clients determine the most beneficial entity setup for new businesses.  We also assist in the preparation of business planning and strategies.
 

 We offer a free initial consultation to provide our potential clients an opportunity to determine if our services are in alignment with their needs.

When our bookkeeping services are engaged, we provide financial reporting as often as requested (monthly, quarterly, annually).  Our services include a review of the reports with our clients as needed.   

When our tax services are engaged, we provide our clients with a secure link to upload all financial information and a timely turnaround.   We encourage our clients to communicate any significant business or life changes in order to accurately report tax information.