Luminary Tax Advisors

Bookkeeping

Personally-Crafted Financial
Statements

 

 
Income taxes are very poor at generating income from automation because the gains are realized by technology companies that are experts at not paying taxes.
— Andrew Yang
 

 

In our highly technologically-based society, automation can be a fantastic tool. More than ever, businesses can parse their data at the push of a button from their bank statements and credit card statements and have easy-to-read financial statements. But are you really getting the full grasp of your business by merely pushing a button? By using Howard L Markowitz PA CPA for your bookkeeping needs, you aren't just getting a document that shows your income and expenses; you're getting true advisors who are here to help your business.

 
 

Personalized Financial Statements

Balance sheets and income statements are the life stream of any business. It's impossible to improve your business if you don't know what you have, what you owe, what's coming in and what's going out, and you'll get all that information and more from our compiled financial statements.

Though various bookkeeping software is easily accessible nowadays, those statements don't do you any good if they aren't accurate or if you don't know how to read them.

With over a half century of experience between them, Howard and Adam love nothing more than to help your business reach its financial goals. We don't believe in automated accounting, and we don't want to just push a button to make financial statements for you. We believe in inputting and analyzing every single transaction that goes on in your business to help give you the fullest picture possible of what's going on with your money.


Total Customization

Perhaps your business has multiple locations, and you'd like to have expenses parsed out by location. Or maybe you have different products you'd like to break down the exact profitability for.

Part of the beauty of having real human beings take care of your bookkeeping for you is the ability to customize it all. No longer are you stuck with the chart of accounts provided by your bookkeeping software, nor do you have to pay exorbitant fees to create multiple locations or facets of your business within your financial statements. We work directly with you to make statements that are both easy for you to read and will provide you with the information you need to grow your business.


Tax Planning

We love taking care of the bookkeeping for our clients because it gives us a chance to tax plan for them throughout the year. If your business is suddenly surging, you're probably going to owe a bunch more to Uncle Sam at the end of the year. If we only see you once a year, you're going to find out right at the very end that you need to write out a check. By checking in with us periodically, we can constantly be looking over tax strategies to minimize your tax bill at the end of the year or prepare you for what's ahead come Tax Day.

Tax planning is always free with our services, and we are always checking in with our bookkeeping clients so they have an idea of where they sit with their business or personal income taxes.


Hands-On with Your Business

Perhaps the most important part of our bookkeeping services is the fact that we treat all of our clients' businesses as if they were our own. As we get to know your business through your bookkeeping, we are here to advise you on what we see. Sometimes, getting a perspective from outside of your business can help shine some light on things you might not be seeing from the inside.

The best part? Our phones ring both ways! We aren't just waiting for you to reach out to us if you have questions about your financial statements. If we spot issues or have suggestions as to ways you might be able to improve your business, you'll be hearing from us as well! All of this comes at absolutely no additional cost to you. It's just one more added personal touch that no automated bookkeeping program will ever be able to replicate.


Pricing for Your Business' Needs

Not every business requires regular bookkeeping, and the last thing we want to do is sell you on a service that you don't need. We have business clients who we take care of their bookkeeping as often as a weekly basis and some that we see just once a year who need us to look over their QuickBooks or the work of their in-house bookkeepers. No matter whether you come to us with a shoebox of receipts (don’t actually do that) or a sophisticated program you'd like us to review, we can come up with solutions that work best for your business.

Because of the vast array of bookkeeping needs, pricing varies widely depending upon how many transactions you normally have and how often you'd like us to look at your work. If you have any questions about the cost of your bookkeeping, please contact Howard or Adam, and we will be happy to meet with you with a free, no-obligation consultation where we can best construct a plan for your business.