Stephanie's Accounting

Serves Round Rock, TX

35244

Hired 6 times

2 employees

9 years in business

Not yet available

5.0

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

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Credentials

Background Check

Stephanie Roberts
Completed on 12/9/2024

Introduction

I love helping small business owners understand the financial side of their business. I enjoy what I do. I have 18 yrs of experience and helpful in the following ways: Financial Statement Preparation -Prepare Balance Sheet, Income Statement and Statement of Cash Flow; -Provide Income statement analysis against budget, against prior year, quarter, month Accounts Payable -enter invoices -review and enter expense reports -enter credit card statements -cut checks -reconcile the account Accounts Receivable -complete invoicing -collection duties -enter payments -run credit cards -reconcile the account -download online sales into your software Reconciliations -credit card statements -bank accounts -fixed assets -all of your balance sheet accounts Inventory -cycle counts -inventory accountability -costing Payroll -tax filings 940 employer's FUTA, 941 Quarterly Federal return -tax payments -process weekly, bi-weekly, twice monthly, monthly -TWC SUTA filing Other items -1099's -coordinate with CPA for annual tax filing -sales and use tax return, Texas and other states -Assess internal controls and workflow processes -create internal controls and processes -assist with software implementation and data loading -Suspect fraud? I can find out Many small business owners are overwhelmed with the amount of work it takes just running their business. They are trained in the profession they are promoting, not accounting. That's what I enjoy, helping you understand your finances, pull the books together and reap the rewards of being in the black. I can work in your office or remotely. I'm just getting started but this a dream I've had since I graduated college. Now that my son is in college I'm working to fulfill my dream of creating my own accounting practice.

Q&A

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

I charge a flat fee based upon the needs of your business and the tax structure you’ve set up.

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

It's important to understand a new client's business. So there will be an in depth conversation about the business, what's happening today and where you are going for tomorrow. If you have a place of business then I like to come on site to see how things flow. I can learn a lot about a business being inside their four walls. If you don't have a place, it's ok. We will talk about your company. Communication, though is key to helping you run your business.

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

I have a Bachelor's of Science in Business from University of Mary Washington, Fredericksburg, VA. I also have a Masters of Taxation from University of Denver.

How did you get started doing this type of work?

I discovered I enjoyed accounting when I took it in High School. It was easy and I enjoyed the work. I got to college after finishing four years in the Army. I am a Desert Storm Veteran. The Army helped me pay for school. I started out at a Mid-sized CPA Firm in downtown Washington DC, got married and had my son. We moved to Austin a year later. I divorced and spent 14yrs raising my son as a single Mom. That meant a corporate career so I always had steady income and regular hours. Now my son is in college and it's time to work on my dream of owning my own practice.

What types of customers have you worked with?

I have working in manufacturing companies, service companies, medical practices, and construction companies.

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

When looking for a service provider it’s important to connect with the individual. I had a project where I connected to not only the business owner but also members of his team

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

Can they help you with tax planning or more than basic bookkeeping services? Often my clients get more information in working with me. I answer questions they didn’t know to ask.

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

Am I looking to save money on taxes? Do I have the best business structure for tax savings? For what am I using my financials? This answer should be business analysis - the key to saving money.