Joshua B. Lewis Financial Services, LLC

Hello! I am Joshua B. Lewis, owner of Joshua B. Lewis Financial Services, LLC. As a dedicated and experienced Certified Accountant, Payroll Specialist & Bookkeeper, I am committed to providing you accurate and timely financial reporting for your business. I come from working as an accountant mostly working for corporations in the greater D.C. metro area. I currently have about 8 years of experience in the financial services industry. Only recently have I decided to invest furthering my education to become a QuickBooks ProAdvisor Accountant & Payroll Specialist to broaden my knowledge for my finance company. My expertise is in Accounts Payable, Accounts Receivable, Payroll Services, Bank Reconciliations, Budgeting for Profit and Loss and/or Reporting, and Cleaning up your books! I can streamline your bookkeeping processes, ensuring you have clear visibility into your finances, allowing you to make informed decisions about your company's future. In addition to being a Certified QuickBooks ProAdvisor Accountant, I am skilled in converting current users of QuickBooks Desktop to QuickBooks Online, making it easier for my clients and their customers/clients “on-the-go”, in addition to converting and importing files into QuickBooks Online (QBO). Fun fact: I’ve also been a plumber for the past 19 years, and a Sign Language Interpreter for the past 31 years. Variety is the spice of life! Services Provided are as follows: 1. Accounts payable 2. Accounts receivable 3. Bank reconciliation 4. Billing 5. Bookkeeping 6. Daily accounts management 7. Inventory management 8. Monitoring and managing cash flow 9. Maintaining a balanced general ledger 10. Monitoring and managing cash flow 11. Payroll services – full service 12. Preparing financial statements 13. Tax Preparer (1040 individual, 1099’s, 1040, K-1’s, Partnerships, Estates and Trust) 14. Tax Advisory 15. Tax Strategy Planning for Businesses & Individuals