Business Details
Your Trusted Partner for Accounting Solutions
With over four decades of experience in the accounting profession, our firm specializes in providing tailored financial solutions for small businesses, home-based enterprises, and individuals. Our founder, Kathleen Gerhardt, brings 19 years of expertise as a corporate Controller, offering comprehensive services including bookkeeping, tax compliance, payroll management, and financial advisory. Her proven track record in navigating complex accounting challenges, including successful sales tax audits with zero liability, ensures clients receive reliable and accurate financial guidance.We prioritize simplifying day-to-day accounting tasks, enabling business owners to focus on growth while maintaining financial clarity. Our approach integrates personalized support with meticulous attention to detail, ensuring compliance and strategic reporting that empowers informed decision-making. By leveraging decades of hands-on experience, we deliver cost-effective solutions designed to meet the unique needs of each client, fostering long-term financial stability and success.
Services
Bookkeeping
Tax Compliance
Payroll Management
Financial Advisory
Sales Tax Audits
Highlights and features
- We offer 40+ years of accounting expertise tailored to small businesses.
- Our team specializes in Sales Tax audits with a 100% compliance success rate.
- Personalized financial solutions to streamline day-to-day accounting tasks.
- Proven experience in payroll management and business tax compliance.
- Strategic reporting to support data-driven business decisions.
Services
Bookkeeping
Our bookkeeping service ensures accurate daily transaction management, including accounts payable/receivable, bank reconciliations, and financial statement preparation. We provide real-time financial tracking to maintain organizational clarity and support informed decision-making. Clients benefit from streamlined processes that reduce errors and save time, allowing them to focus on core business operations.
Tax Compliance
We handle sales tax, payroll tax, and property tax filings to ensure full compliance with regulatory requirements. Our expertise minimizes liability risks while optimizing tax-saving opportunities for businesses. Clients receive proactive guidance to navigate complex tax codes and avoid penalties, ensuring peace of mind during audit seasons.
Payroll Management
Our payroll service includes wage calculations, tax withholdings, and timely payment processing to maintain employee satisfaction and legal compliance. We integrate systems to automate payroll tasks while ensuring accuracy in tax filings. Businesses gain efficiency and reduce administrative burdens through our end-to-end payroll solutions.
Financial Advisory
We offer strategic financial advice to support business expansion, including cash flow analysis, budgeting, and profitability assessments. Our insights help owners identify growth opportunities and mitigate financial risks. Clients receive customized plans to align financial practices with long-term business objectives.
Sales Tax Audits
Our team prepares businesses for sales tax audits with meticulous record organization and compliance verification. We have a proven track record of achieving zero liability outcomes during audits. Clients benefit from expert representation and proactive measures to ensure audit readiness at all times.
People
Kathleen Gerhardt
Founder
With over 40 years of accounting experience, including 19 years as a corporate Controller, Kathleen specializes in bookkeeping, tax compliance, and financial advisory for small businesses. Her expertise in navigating complex audits and tax regulations ensures clients receive reliable, accurate financial guidance tailored to their needs.
Questions
What accounting services do you specialize in?
We specialize in bookkeeping, tax compliance, payroll management, financial advisory, and sales tax audit preparation for small businesses and individuals.
How can your services benefit small business owners?
Our services reduce administrative burdens, ensure tax compliance, and provide strategic financial insights to help businesses maintain stability and drive growth.
What experience do you have with tax audits?
Our founder has successfully passed multiple sales tax audits with zero liability, ensuring compliance and minimizing risks for clients.
Do you work with home-based businesses?
Yes, we provide tailored accounting solutions for home-based businesses, focusing on cost-effective and accurate financial management.
How do you support business growth through financial reporting?
We deliver detailed financial reports and advisory services to help business owners make informed decisions aligned with their growth objectives.
