Bookkeepers in Lake Worth, FL

Rely a Task Accounting provides businesses with bookkeeping, accounting, controller and CFO services, so you can focus on what matters the most. We save you time, money and taxation headaches in the future. Whether you are just starting, growing & or an established business, we meet you where you are. Having peace of mind because your business is being looked after and supported by a dedicated accountant / bookkeeper, a human person, not robots! We enjoy working with businesses whom are driven by passion, integrity, and a drive to succeed & grow. During your growing process I help you clearly identify the financial performance and position of your company. We are experienced solution providers ready to assist you with advance or complex accounting services. Specialty Industries: - [ ] Primarily SERVICE Based Companies - [ ] Influencers - [ ] E-commerce - [ ] Consulting - [ ] Real Estate - [ ] Home & Commercial Mortgage - [ ] Management - [ ] Human Resources - [ ] Pet Sitting & Grooming - [ ] Property Management - [ ] Home & Commercial Cleaning - [ ] Manufacturing - [ ] Personal Stylist - [ ] Engineering - [ ] Beauty & Cosmetology - [ ] Nutrition & Health Products - [ ] Security - [ ] Audio/Video - [ ] And more... Thriving business owners are busier than ever today and often fall behind on the back end of the business, getting to the point where they can no longer do it on their own. Having that extra help and guidance organizing and maintaining your business & accounting compliance back-office processes is extremely important to each business owner in order to make intentional financial decisions & fulfill all of your taxation requirements on time. We ensure to maximize your deductions and minimize the time you spend doing tedious paperwork. We assist the business owner implement workflows and processes to not only minimize time but also maximize profits. OUR SERVICES INCLUDE: ACCOUNTING & BOOKKEEPING ➧ Quickbooks New Company File Set Up ➧ Quickbooks File Diagnostic & Check Up ➧ Quickbooks Compliance Reviews ➧ Quickbooks Historical & Current Clean Up for Success ➧ General ledger clean up & maintenance ➧ Monthly Bank Account, Credit Card & Loan Reconciliations ➧ Quickbooks Desktop to Online Conversions ➧ Financial Statements ***We only Support QuickBooks ONLINE (NOT QUICKBOOKS DESKTOP)*** PAYROLL & HR ➧ Employee & contractor Onboarding ➧ Payroll Processing ➧ Payroll Compliance ➧ Year-end W2 ➧ 1099 Processing NEW BUSINESS FORMATION & CONSULTATIONS ➧ New Business Consultation ➧ New LLC & S.Corp Formation ➧ Business Structure Review ➧ Business Entity Reviews & Changes ➧ IRS & Department of Revenue Registrations ➧ IRS & Department of Revenue Notices ***We only Support QuickBooks ONLINE (not desktop)*** We will provide you a fixed rate, either as a one-time project or monthly amount which is agreed upon prior to our engagement and starting any work. Additional charges only occur if our clients request our assistance with a project that is not within the normal scope of work already agreed upon. If you are ready to modernize your business and work in with a cloud accounting firm, we are your people, highly dedicated, reliable team, we don’t stop until the job is done. We have over 25 years of experience and are Certified QuickBooks Elite ProAdvisor’s with extensive knowledge in the business accounting, bookkeeping & tax field. We are not your typical accounting firm treating its clients as a number. We work one on one with each of our clients. Is important for us to provide a personalized service experience. We enjoy and take great pride in what we do and work hard to get the job done successfully with you and your business best interest in mind!

Hello, my name is Tracey Aldrich, and I have a mad passion for helping people make their job easier. In over 30 years of working with business owners, I have found that they often take on too many roles in the company and are spread so thin that bookkeeping takes a back seat to other priorities. Unfortunately, this frequently results in mismanaged books, unnecessary expenses, a false sense of profit if there is money in the bank, and continual stress to catch up on finances for tax deadlines and banks. If this is your situation, do not worry; I love a challenge. I find it exciting to help my clients turn what may seem like chaos into clean books and numbers they can trust. By streamlining the bookkeeping, I also can save them an average of 60 hours per year—time that can be put into growing a business. I am committed to my clients’ success and take great satisfaction in helping with this growth.

We are a year-round full service tax and accounting practice offering tax, accounting, bookkeeping, payroll and tax resolution services. I am a CPA and enrolled agent (EA) with over 25 years of business and personal experience.

Based in Atlanta, we specialize in guiding clients with complex financials—delivering accuracy, compliance, and planning where it matters most. We are Enrolled Agents, Series 65 Investment Advisor Representatives & Registered Social Security Analysts. Our minimum fee for new clients start at $700. Prospects who believe that to be expensive may have situations that are better served by other practices. Tax Prospects who are unwilling to allow us to perform our due diligence with regards to verifications of deductions and expenses, should not contact us. Services offered: - Individual Tax Preparation ($700 min) - Tax Planning ($1500 minimum per year) - Social Security Consultations ($1400 yr/1, $700 subsequent) - Personal Financial Planning ($1500 minimum per year) - Bookkeeping ($300 min per month) - Business Tax Preparation ($700 min w/ Bookkeeping, $1400 min w/o) - Tax Resolution ($1500 min) Our process prices in: -Initial Consultation -Information Gathering -Performing Requested Work -Follow Up Meetings as Needed -Compliance Guidance