It's a numbers game.
Pass off that old file folder of spreadsheets and let us take you into the digital age. We’re here to do as much or as little as you need to help manage your accounting. We can teach you the ins and outs of QuickBooks so you can do everything yourself, or we can let you off the hook and manage all of your accounting needs ourselves.
Accounting services
Full Service Accounting
We do everything when it comes to accounting. We offer bookkeeping tasks, general ledger reconciliation, financial statement preparation, analysis and adjusting entries. We can even take financial statements and prepare income tax returns.
Financial Statements
Heart-a-Tax is here to provide formal financial statements detailing you or your business’ finances throughout the year - monthly, quarterly or annually. Stay aware of your position to make smarter financial decisions at each opportunity.
Bank reconiliation
We’re happy to manage your account throughout the year - monthly, quarterly, or annually. Heart-a-Tax will cross-reference your bank activity and financial records to make sure everything matches, so you don’t have a heartbreak when tax season arrives.
Quickbooks Set up
Whether you are setting up a new business or just taking on the accounting, Heart-a-Tax is here to get you acquainted with QuickBooks. We can establish your chart of accounts, connect or create your bank account and even add payroll accounts whenever applicable.
Quickbooks Training
We heart QuickBooks! Let us guide you through the program, showcasing the proper way to enter financial information. It is very important to ensure your financial statements are accurately managed to give you a realistic snapshot of your business’ financial health or personal finances.
