Do your books need rescued? Are you drowning in paperwork and just don’t have the time to maintain them or just don’t understand how? Do you know if you are taking all the business deductions allowed? This can be stressful come tax season.  I can help you simplify your finances and maximize your income, so you can focus on what matters most.

I can help you get your finances in order so that you gain financial clarity and know your bottom line.

As a small business owner, if your books are not in order, it is nearly impossible to:

  • Ȼ Pay yourself
  • Ȼ Know if you can hire employees
  • Ȼ Grow your business
  • Ȼ Secure a business loan
  • Ȼ File business taxes
  • Ȼ Understand your financial position
  • Ȼ Maximize cash flow and profits

With my Search and Rescue services, I will help you set-up, catch up and clean-up your books. I offer QuickBooks Online subscription or can work from yours.

Services include:

  • Ȼ Business set up and compliance
  • Ȼ Chart of Accounts Restructure
  • Ȼ Reconciliation of bank accounts
  • Ȼ Monthly, Quarterly, and Annual Financial Reports
  • Ȼ Estimated tax payment vouchers
  • Ȼ Annual Tax Preparation

Contact me for a free consult and see how I can help you make cents of it all.

See what others are saying:

“I recently started a small business and have gone to Phyllis with all of my financial questions. She is quick to respond and is easy to talk to. I highly recommend Phyllis!” Suzanne M

“Phyllis has been very professional with every process working with me and my small business. Takes the time to answer any questions I may have or ask me more questions to know about my business and have our taxes done at it’s best. Definitely recommend her for personal taxes and business finance consultation. I referred her a client and got a gift card from Karns as a reward! That is also a plus!! Thank you Phyllis for the great work!” Nicolle A

“Phyllis is flexible & understanding with me as I am new to being a small business owner. She has taught me a lot about accounting in the few months we have worked together, without judgement. She has made me feel comfortable doing some of the harder parts of being a business owner!” Lindsay H

“Highly recommend Phyllis. She helped me with my small business questions and also helped us with our 2021 taxes. Phyllis is very personable and quick to respond to any questions we had.” Lisa M