Optimize Your Finances: Discover Our Accounting Services (July 2024)

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Optimize Your Finances: Discover Our Accounting Services (July 2024)

Posted on July 16, 2024   |   By  

Are you drowning in paperwork? Struggling to keep your finances in order? It’s time to let the experts take over!

Beyond Basic Accounting, for Businesses Big and Small

Moskowitz LLP is the go-to solution for professional bookkeeping services. Our accountants and tax experts assess the unique needs of your business, offering customized solutions that go beyond routine bookkeeping. This could include regular check-ins with one of our experienced CPAs to ensure you understand where your money is working for you. When you work with us, you increase your chances to achieve greater financial organization and compliance, leading to potential tax savings and improved profitability.

Here’s How We Handle It:

  • We identify where your current accounting stands and assess your needs from there.
  • We obtain access to your current accounting system and include a customized plan to convert to QuickBooks Online for improved accessibility and management.
  • Once your system is accessed or set up, we sync your bank account(s) and begin preparing and/or analyzing monthly bank reconciliations.
  • We produce the financial statements needed to prepare your tax returns and schedule regular check-ins to review progress and strategies.

Whether you’re a small business owner, a freelancer, or running a large corporation, we’ve got you covered. Our team of experienced CPAs and bookkeepers will ensure your finances are accurate and organized.

Picture this: greater financial organization, improved compliance, potential tax savings, and increased profitability. These are just some of the financial improvements possible when you choose our accounting services.

Contact us today to see how we can help your business thrive!

Employee Spotlight: Chris Lyons, CPA

Chris Lyons is an experienced CPA who serves in a managerial capacity at Moskowitz LLP, where he spearheads the development and expansion of our accounting department. His responsibilities are multifaceted, involving extensive tax work that includes reviewing and preparing returns, reviewing and performing accounting support to clients, as well as maintaining direct contact with clients. Chris is instrumental in onboarding new clients, ensuring a solid foundation for their business relationships. His role requires a hands-on approach, reflecting his commitment to providing comprehensive support across various aspects of the firm’s operations.

Chris holds a master’s degree in tax, an MBA, and a CPA license. Over the years, he has handled a wide array of tax returns for businesses, individuals, trusts, and estates, demonstrating a dynamic and versatile skill set. In addition to his tax expertise, Chris has substantial experience in financial statement preparation, compilations, audits, and reviews.

In his professional life, Chris’s client-centered approach sets him apart; he prioritizes the clients’ best interests, fostering strong relationships and ensuring exceptional service. This dedication to client satisfaction underscores his commitment to excellence in all facets of his work.

This Month in Tax History

Did you know? Julius Caesar introduced the first sales tax in 47 BC! This ancient innovation laid the groundwork for modern taxation systems. Caesar was considered a tyrant by many, but his 1% flat sales tax sounds like tax relief to us.

Thank you for taking the time to explore the potential benefits of our comprehensive accounting services with us. All of us at Moskowitz LLP are committed to helping you achieve your financial goals and look forward to continuing this journey together. After all, it’s your money – so let’s keep it that way!

 

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