Hello - thank you for visiting my Thumbtack profile.
You’re probably here because do-it-yourself solutions such as Turbo Tax or QuickBooks Live don’t provide the level of assurance that you’re looking for. You’d rather work with a professional for the peace of mind they provide.
Or, maybe you’re here because you’re unhappy with the support that your current tax or accounting professional provides. Perhaps they take weeks to answer your questions. Or perhaps you feel like they could help you be more proactive about your personal and business finances.
Unfortunately, tax and accounting services tend to be backwards-looking and compliance focused. Filing last year’s tax returns or doing last month’s books are vital, but they don’t provide answers to important questions about your financial future.
For example, you might like to know what next year’s tax liability will be and whether you’re taking advantage of all available tax savings opportunities. Or, if you’re running a business, knowing what cash flows will be over the coming weeks, months, and years is critical to sustaining the business long-term.
As a CPA, I want to provide you with clarity about what will happen in the future in addition to showing you what happened in the past. By addressing both, we can help you find peace of mind right now.
SERVICES
Ultimately, we want to remove taxes & accounting from the list of things that you worry about. Here’s how we accomplish that.
Taxes
- Annual tax filings to comply with your state and federal tax obligations.
- Tax projections to estimate your tax liabilities in advance.
- Tax advisory to maximize after-tax income through relevant strategies.
- Tax consultations to determine the best next steps in a particular situation.
Accounting
- Bookkeeping to build a financial reporting infrastructure that facilitates proactive financial management.
- Accounts payable to pay your vendors on time and control cash flows.
- Accounts receivable to collect from customers on a timely basis and improve cash flows.
CFO
- Budgeting to predict your fixed expenses for the next 12 months and beyond.
- KPI development to identify your revenue and variable expense drivers.
- Forecasting to project your sales and expenses into the future
- Dashboard reporting to track actual results against targets.
- Business coaching to discuss business performance and improvement opportunities.
Payroll
- Automated payroll to keep your employees happy.
- Payroll tax filings with the IRS & state tax authorities to stay compliant.
- Employee benefits administration to retain and attract the best staff.
HOW IT WORKS
New Clients
- Every client relationship begins with a consultation to understand your needs. I'll provide an estimate and proposal based on that conversation. If we move forward, the services are 100% virtual and digital - you won't have to come to my office.
Tax Returns
- We'll begin by electronically collecting your tax docs and info. We'll then prepare your returns, you'll review them, and then we'll electronically file. After tax season, we'll schedule a mid-year tax planning session to help you prepare for next year.
Tax Planning
- After your tax returns are filed, we’ll meet to review your personal and business financial situation. We’ll conduct an interview to identify relevant tax savings opportunities. Then we’ll project your tax liabilities using year-to-date information. You’ll also receive support to implement any savings opportunities that we identify.
Accounting
- You’ll receive weekly bookkeeping to keep your accounting software up-to-date and accurate. On a monthly basis, we’ll reconcile your accounts and provide a financial reporting package for the prior month. We’ll use the reports for proactive decision making.
CFO
- We’ll develop an annual budget and update it as needed. We’ll also understand your key revenue and expense drivers in order to forecast cash flows and tax liabilities. We’ll meet periodically to review business results and discuss opportunities to improve your business in order to meet KPI targets.
BACKGROUND
- Based in Arlington, VA but serving clients across the USA.
- CPA licensed by the Virginia Board of Accountancy (able to work in all 50 states & DC).
- Member of the AICPA, Virginia Society of CPAs, and the Northern Virginia Society of CPAs.
- Diverse range of professional experiences, including nonprofits, publicly traded companies, venture backed startups, and small businesses.
- I provide services through my accounting firm Augur CPA.
