Customized reporting for sound financial decision making
Who are we?
Here at TaylorMade Accounts, we do just that — tailor your financial accounting to your personalized needs through bookkeeping and controller services.
The hardest part about running a business is actually running the business. Generating revenue should be your top priority so leave the books to us so you can get that done.
To know where your business is going, you need to understand where it’s been. We have the skills and resources to paint the picture for you. With experience in the hospitality, marketing, legal, consulting, restaurant, medical, manufacturing, architecture, entertainment/production, clothing/retail, trucking, SaaS, eCommerce, daycare/childcare, automotive/car wash industries and many more, no company is off limits. We can help you grow!
Services
Bookkeeping Plus
Categorize (allocate/classify) all transactions via bank feeds
Monthly reconciliations of bank and credit card accounts (up to 6 accounts)
Monthly review call and other communication as needed
Monthly financial reports (P&L, and Balance Sheet)
Communication with CPA
Track vendor W-9s for distribution of 1099s at year end
Payroll entries
Year end review
**Accounts receivable & payable
**Sales tax compliance
Bookkeeping Essentials
Categorize (allocate/classify) all transactions via bank feeds
Monthly reconciliations of bank and credit card accounts (up to 4 accounts)
Monthly review call and other communication as needed
Monthly financial reports (P&L and Balance Sheet)
Communication with CPA
Track vendor W-9s for distribution of 1099s at year end
Advanced Controller
Categorize (allocate/classify) all transactions via bank feeds
Monthly reconciliations of bank and credit card accounts (unlimited)
Monthly review Call and other communication as needed
Monthly financial reports (P&L, Balance Sheet and Cash Flow Statement)
Communication with CPA
Track vendor W-9s for distribution of 1099s at year end
Payroll entries
Year end review
Budgeting, forecasting and cash flow analysis
Breakeven analysis
Adhoc fluctuation analysis
Supporting schedules for audits, tax return prep ex. prepaids, accruals, depreciation etc.
Adjusting entries to tie to prior year's tax return
Personal Finances
Categorize and separate intertwined business and personal expenses
Quickbooks Set up/Chart of accounts reconstruction
Reconciliations of bank and credit card accounts (up to 4 accounts)
Communication as needed
Presentation of financial reports (P&L and Balance Sheet)
Curated budget vs. actual reporting
Best practices for investing
Additional Services
One time Quickbooks clean up/catch up project - price determined after diagnostic review
One time - new QB account setups and training
***All packages can be customized based on business needs with a la carte option***