Bledsoe Consulting Services

as an entrepreneur, you don't launch your business to then spend your days focused on bookkeeping and taxes.

 

I get it. You're busy doing what you love. Bookkeeping and taxes become an afterthought. Transactions get out of control. 

 

Or maybe you're handling it just fine on your own, but would sleep better at night knowing you had a CPA in your corner to make sure you're doing things right.

 
 

Let's work together to get your taxes current, your bookkeeping accurate, and your company headed in the right financial direction.

 

Do more of what made you fall in love with your business in the first place. Here’s how I can help:


BASIC TAX PACKAGE

Income Tax Preparation

  • Preparation of federal and state income tax returns for small business owners - Sole Proprietorship (Single Member LLC) & S-Corp

  • Federal income tax extension, if needed

  • Qualified Business Income (QBI) Deduction Assessment

  • Itemized deduction calculation

  • Overall bookkeeping review

  • A 30 minute Zoom call or pre-recorded tax return review video to ensure you understand the results of your tax return

Starting at $799

 

VIP TAX PACKAGE


Income Tax Preparation

  • Preparation of federal and state income tax returns for small business owners - Sole Proprietorship (Single Member LLC) & S-Corp

  • Federal income tax extension, if needed

  • Qualified Business Income (QBI) Deduction Assessment *NEW*

  • Itemized deduction calculation

  • Overall bookkeeping review for the related tax year

  • A 30 minute live or pre-recorded tax return review to ensure you understand the results of your tax return

Tax Planning

  • Ideal for small business owners who want to identify and implement operational changes now to reduce taxes later

  • The tax plan considers all aspects of your tax situation including your year-to-date profit

  • During a one-hour Zoom call, we’ll review your individualized tax plan and discuss ways to reduce your future tax liability

Quarterly Estimated Tax Preparation

  • Preparation of federal estimated quarterly income tax payments

  • Ideal for entrepreneurs who wish to get as close as possible to zero taxes owed when income taxes are filed

  • Get ready for no more surprises during tax time

 

ADD-ON SERVICES

 

Quickbooks Online Bookkeeping

  • Answering your accounting related questions

  • Transaction posting

  • Bank reconciliations

  • Chart of accounts creation and management

  • Journal entry postings

  • Account clean up for transactions posted in error

  • Budget creation

  • 1099-MISC form filings

    You decide how we work together and how often.

$149/hr

 

S-Corp Election & Education

  • Ideal for a profitable Single Member LLC (sole proprietorship) business structure

  • During the one-hour Zoom call, we’ll confirm that being taxed as an S-Corp is right for your business

  • Education about what it means to become an S-Corp so you aren’t surprised about the changes

  • Completion and submission of Form 2553

  • Reasonable compensation assessment to help you determine what you should be paying yourself

  • Payroll education & recommendations

$999

 

Quickbooks Online Setup - For those who are new to Quickbooks Online

  • Guidance on choosing the right subscription level for your business

  • Chart of accounts customized setup

  • Transaction posting

  • Bank reconciliation

  • After initial setup is complete, a one-hour Zoom call to review your account together and make edits, as needed

  • Quickbooks Online training resources

  • Unlimited email support (up to 30 days after setup)

$149/hr

 

New Business Strategy Session - For those who are new in business and wish to grow

  • Business strategy sessions take place during a one-hour Zoom call

  • Topics available for discussion relate to bookkeeping and tax

$699

 

FREQUENTLY ASKED QUESTIONS

I don't live in Texas. Can I still work with you?

Absolutely. I provide services to clients from California to Florida. As long as you reside in the United States, then we can work together. 

How do we work together with everything being online?

Documents for all things tax-related are handled through the secure Quickbooks ProConnect portal making the entire process paperless. For your accounting needs, I use Quickbooks Online software. For training and coaching sessions, I use Zoom video conferencing. Contracts are completed through Docusign. Payments are accepted electronically through Quickbooks invoicing (I don’t accept cash or checks as payment). 

Since everything is online, is my information safe?

Keeping client information secure is a top priority. I only use secure networks when working on client accounts and utilize a VPN (a virtual private network where everything we exchange is encrypted to the outside world) for an extra layer of security.

I'd like for you to handle by bookkeeping, but I do not use Quickbooks Online. Is that an issue?

At this time, I’m only providing bookkeeping services to clients who already use or who are interested in using Quickbooks Online.  

I'm behind on my taxes. Is that a problem?

Of course not — it happens. I help my clients get caught up on past due tax returns, then help them remain current. Together, we can do this. 

Can't I just handle my accounting and taxes myself? 

Absolutely. With great products like Quickbooks Online, doing it yourself seems simple and ideal. But the truth is, gaining 100% certainty that what you’re doing (and how you’re doing it) is 100% correct takes a lot of time. Time attending accounting conferences and training, calling customer support, searching for (trustworthy) answers online, learning and re-learning things you only think about one or two times each year — it adds up fast, and your time is valuable. If you were in legal trouble, would you try and DIY your way around the law, or hire a lawyer? The intricacies are the same. Believe it or not, hiring a CPA on the front end will be more cost effective. My advice? Take out the guesswork, remove the fear, and hire a pro. Your future self will thank you.  

 

Melanie has been such a detailed and organized partner for me. I am so grateful for her!
— Heather A, Yelp, August 22, 2017