LM Bookkeeping, Tax and Consulting Services

Serves Palm Springs, FL

35244

Hired 33 times

1 employee

9 years in business

$75/hour

4.9

This pro accepts payments via Cash, Credit card, Venmo, and Zelle.

Next Service

Hours

Sun Closed
Mon 8:00 am - 7:00 pm
Tues 8:00 am - 7:00 pm
Wed 8:00 am - 7:00 pm
Thurs 8:00 am - 7:00 pm
Fri 8:00 am - 7:00 pm
Sat Closed

Credentials

Background Check

Larry Meer 
Completed on 4/7/2024 

Show More

Introduction

I am located in Florida, and I have helped so many companies here to move to the next level. I am only working with Florida companies or Florida tax payers at this time. Is it time for you to go to the next level? Are you ready to step up your game. Then you're ready for me. I can take over your bookkeeping functions and make sure that you can save as much money as possible when it's tax time. I can work with you, so you keep more of your hard-earned money. I can help you understand and use your accounting data to grow your business not just record it and forget it. I not only can do your monthly bookkeeping and accounting, but I can prepare the company tax return and your personal returns. This way I have a full understanding of the situation so I can provide you with the best savings solution. I have both accounting and business experience. I owned my own businesses one of which was a manufacturing company that I grew to over 300 employees and millions in revenues. It took time and started small, so I understand the different levels and needs a business owner goes through. I was also a key executive and had a major role in building a startup company from $0 revenues to over $78 million. Along with that I have been involved in many startups from the ground up. This hands-on experience provides me with the knowledge so that I can understand what you and your company need to grow and run smoothly all while saving you taxes. I have over 25 years of experience in all areas of accounting, bookkeeping, budgeting, financial statement review, tax planning and tax preparation and consulting. I use all of this experience to make sure your company is set up correctly so that you pay the least amount of taxes and have the most information to run and grow your company. I am straightforward, honest and easy to work with. I keep all my client's information confidential. I enjoy working with all different size companies. It doesn't matter if you're a start-up or an existing company, there isn’t enough hours in the day for everything. I can free up your time so you can focus on growing your business while I handle the record keeping and so much more. Now is the time to make a change. Please give me a call. The initial consultation is free.

Show More

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

unfold fold
I offer a great service at a fair price. You will get so much more than you bargained for. With me it's not about the money, but about building a long term relationship where we can grow together.

What is your typical process for working with a new customer?

unfold fold
I like to speak with you to learn about your business so we can work together to determine what kind of services you require. I am interested in building a long-term relationship and that means that I will provide you with excellent service at a very fair price.

What education and/or training do you have that relates to your work?

unfold fold
I graduated from the University of Colorado, Boulder with a BS in Accounting. I have worked at accounting firms where I had hands on experience with taxes, business consulting, bookkeeping and financial statement preparation. I also have hands on training from running my own company, and from being a key executive at startup companies. On top of all of this I have taken many courses over the past 25 years to continue my education.

How did you get started doing this type of work?

unfold fold
I have always like working with numbers. When I was younger I think it started with my grandfather who could add a list of numbers in his head faster than I could add them on my calculator. Always impressed by that my fascination of numbers grew and I wanted to be involved with businesses to help businesses grow and save on their taxes.

What types of customers have you worked with?

unfold fold
I have worked with many customers all with their own unique situations and I have been able to make them happy and satisfied clients. Some clients I've worked with are start-up businesses, Amazon businesses, service businesses, consultants, dentists, doctors, retail, wholesale, distributors, other online commerce companies and more.

Describe a recent project you are fond of. How long did it take?

unfold fold
I recently had a client who was behind with filing multiple years of income taxes. They had a lot of pressure knowing the IRS was going to come after them. So, I started working with them to gather the information and worked on many different ideas to come up with ways to save them on their taxes. In the end they were very happy that the problem was behind them, and going forward everything will be filed on time and that we will plan properly during the year to reduce their taxes. I also had another client that came to me because they had outgrown their accounting system, and they were ready to go to the next level. It was satisfying to my client that they could finally use the accounting information to make informed decisions now that it was current and organized properly.

What advice would you give a customer looking to hire a provider in your area of work?

unfold fold
It is always best to find someone with experience, as well as someone you can work with and at a fair price. I am very easy to talk to. I like to take my time and explain what is necessary so that we are working together.

What questions should customers think through before talking to professionals about their project?

unfold fold
I think it's important to get on a call and discuss your company. Then together we can determine what the accounting items are that you need to grow and save yourself tax dollars. Sometimes, it isn't always easy to know what you need. However, I am happy to discuss this with you so together we figure out the best way to move forward. Please give me a call - I believe I can help you and your business go to the next level.

Favorites

Here is a brief description text of the drawer.