Lewis Financial Consultants

Serves Cleveland, TN

35244

Hired 20 times

2 employees

15 years in business

$75/hour

5.0

This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Venmo, and Zelle.

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Credentials

License

License Holder: Jennifer Lewis 
License Type: Annual Filing Season Program Participant (AL) 
License number: #P03016285 
Valid through 9/20/2025 
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License

License Holder: Jennifer Lewis 
License Type: AFSP - Record of Completion (FL) 
License number: #P03016285 
Valid through 9/20/2025 
Verify license 

Background Check

Jennifer Lewis 
Completed on 6/27/2023 

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Introduction

Customers should choose Lewis Financial Consultants because we're not just another financial service provider; we're your dedicated partner in achieving financial success. With a deep-seated passion for numbers and a keen eye for detail, I personally oversee every aspect of our services to ensure the utmost precision and compliance. What sets us apart is our commitment to understanding each client's unique needs, offering tailor-made solutions that fit like a glove. Whether you're a small startup or an established corporation, we're here to simplify your financial journey, providing clarity, cost-efficiency, and peace of mind. When you choose Lewis Financial Consultants, you're choosing a team that cares about your financial well-being as much as you do. My focus is to take the financial chores of owning a business off of the business owners plate. I’ve been doing bookkeeping since 2002 and have extensive experience in the construction, e-commerce, real estate and property management industries, both small and large companies. I am also a QuickBooks Pro Advisor Advanced and Certified in Quickbooks Payroll. My services included bookkeeping, clean up, payroll, job costing, and more.

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Q&A

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

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Pricing is done by the project. I do not have set fees that I can just provide over the phone or via email without seeing your current books. Tax returns are priced by form and the complexity of the tax situation.

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

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We would have a discussion of the needs of the company and the owner while I review their current accounting books and prior years tax returns. I would present a proposal to include the price of the project and the scope of what needs to be done and also the price for ongoing monthly bookkeeping services and tax return preparation.

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

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I have been working as a Lead Bookkeeper or Accounting Manager for over 20 years and am Certified in Quickbooks Online, Quickbooks Online Advanced, Quickbooks Payroll and a tax preparer.

How did you get started doing this type of work?

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I fell in love with Accounting in a high school Accounting elective class. I won first place in my district for Accounting and third place at the state level for two years in a row in high school. My love for Accounting just carried on through my adulthood and I have made a career out of doing what I truly love to do.

What types of customers have you worked with?

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I have worked in house for construction companies primarily the first 15 years of my experience. The last eight or so years I branched out and started with working with small businesses within many different industries such as, staffing, photography, medical billing, transportation, advertising/marketing, home health, real estate developers, both large and small. I do individual, sole proprietor and S Corporation tax returns.

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

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I enjoy the puzzle so a project that I recent did was taking one Quickbooks account that consisted of six different companies intertwined together. I split them up into six different Quickbooks accounts and did all of the bookkeeping work for 16 months and amended two years of tax returns after finding errors that minimized the tax payers deductions. Another project was an Accounts Receivable and Accounts Payable two year clean up. Putting the pieces together and getting it all cleaned up was a lot of fun.

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

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Ask a lot of questions. Also, communication is key so be sure that the person you are looking to hire does communicate well with you and within a reasonable time. Someone that doesn't respond within 24-48 business hours may not have the time to do your project or answer the questions that you may have.

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

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What exactly do you want to see from your bookkeeping service? Are there particular reports that you want to see on a monthly or quarterly basis? How do you see profitability in your company? How quickly are you needing your tax returns completed?

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