Business Details
9 Years
experience
Your Trusted Partner for Accounting & Bookkeeping Solutions in Lexington, KY
At Innovative Accounting, we are dedicated to empowering business owners to reclaim their time, reduce financial stress, and build sustainable success. Founded in 2017, our firm specializes in providing tailored bookkeeping, tax preparation, and financial analysis services designed to meet the unique needs of small businesses. Our approach is built on three core stages: Foundation, Clarity, and Vision. In the Foundation stage, we establish accurate financial systems to eliminate chaos and ensure compliance. The Clarity stage delivers actionable insights through detailed reporting, enabling data-driven decisions.Finally, the Vision stage focuses on long-term strategic planning to help clients build wealth and operational independence. We serve a diverse range of industries, with specialized expertise in real estate, construction, and contracting sectors. Our team of certified professionals leverages cutting-edge technology and CPA-reviewed processes to deliver precision and security. By prioritizing transparency, proactive communication, and personalized service, we aim to be more than just accountantswe strive to be trusted partners in our clients' growth journeys.
Services
Bookkeeping Packages
Tax Preparation
QuickBooks Projects
Financial Analysis
Sales Tax Management
Payroll Support
Budgeting Services
Cash Flow Forecasting
Business Plan Development
Internal Control Review
Details
- Year established: 2017
Highlights and features
- We provide monthly CPA-reviewed financial statements for accuracy and compliance.
- Our team offers consistent communication with 1-3 business day response times.
- We integrate advanced security tools like Practice Protect and Karbon for data protection.
- Our advisory services include tax strategy, budgeting, and cash flow forecasting.
- We specialize in industry-specific solutions for real estate, builders, and contractors.
Associations and certifications
- QuickBooks Advanced ProAdvisor
- Certified Public Accountant (CPA) reviewed services
What people say
Impressive response times
Cutting edge technology
Made business easier
Very knowledgeable
Excellent service
Services
Bookkeeping Packages
Our tiered bookkeeping packages (Starter, Standard, Elite) provide tailored financial management solutions. Services include transaction posting, bank reconciliations, financial reporting, and CPA reviews. The Elite package adds advanced cash flow forecasting and business planning tools. Each package ensures accurate, up-to-date financial records to support informed decision-making for growing businesses.
Tax Preparation
We offer comprehensive tax preparation services for individuals and businesses, including 1040, 1120, 1120S, and 1065 returns. Our process includes document review, deduction identification, and extensive error-checking. We specialize in complex tax situations and provide strategic planning to minimize liabilities while ensuring compliance with federal, state, and local regulations.
QuickBooks Projects
Our QuickBooks specialists provide setup, cleanup, and optimization services for small businesses. We resolve data inaccuracies, implement efficient workflows, and train clients on software features. Integration with tools like Dext and Karbon enhances automation and security for streamlined financial management.
Financial Analysis
We deliver actionable financial insights through budgeting, forecasting, and performance analysis. Using platforms like Futrli and Float, we create visual reports and KPI dashboards. These tools help businesses track progress, identify growth opportunities, and make data-driven strategic decisions.
Sales Tax Management
Our sales tax services include nexus reviews, return preparation, and compliance monitoring. We ensure accurate tax calculations, timely filings, and updates on regulatory changes. This service helps businesses avoid penalties while maintaining proper tax documentation for audits.
People
Bethany Galguera
Owner & Certified Public Accountant
Bethany founded Innovative Accounting in 2017 after gaining diverse experience in corporate and small business accounting. She specializes in strategic financial planning and tax optimization for small businesses. Her leadership has driven annual growth since inception.
Jade Casiano
Senior Bookkeeper
Jade brings over a decade of customer service and office management experience to her role. As a QuickBooks Advanced ProAdvisor, she specializes in implementing efficient bookkeeping systems for growing businesses.
Cecilia Machado
Senior Accountant
Cecilia holds an economics degree from the University of Kentucky. She combines technical accounting expertise with industry experience in medical practice management to deliver comprehensive financial solutions.
Jen Gavin
Accountant
Jen contributes 20+ years of finance experience across auditing, tax, and accounting. Her international background brings diverse perspectives to financial strategy and compliance matters.
Linda Rijlaarsdam
Client Bookkeeper
Linda combines agricultural work ethic with technical accounting skills. She specializes in client-focused bookkeeping solutions and graduated with honors from Chandler Gilbert Community College.
Questions
What accounting packages do you offer?
We offer three tiered packages: Starter (core bookkeeping), Standard (added advisory services), and Elite (comprehensive financial management with forecasting). Each scales with your business needs.
How do you differ from other accounting firms?
We combine CPA-reviewed work with proactive financial strategy, industry-specific expertise, and technology-driven efficiency. Our focus on business growth rather than just compliance sets us apart.
Do you handle tax preparation for individuals?
Yes, we prepare individual 1040 returns with state/local filings. Our services include deduction optimization and tax strategy planning to minimize future liabilities.
How do you ensure data security?
We use Practice Protect cybersecurity platform and Karbon's bank-grade security for client data protection. Our systems include access controls, encryption, and regular security audits.
Can you help with QuickBooks cleanup?
Yes, our QuickBooks cleanup service resolves data inaccuracies, reconciles accounts, and restores financial clarity. Pricing starts at $250 depending on complexity.
What industries do you specialize in?
While serving diverse businesses, we have specialized expertise in real estate, construction, and contracting industries with tailored financial solutions.
