Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. Quickbooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

9

Save time by dealing with common tasks automatically. 

9

Generate and customize reports with ease. 

9

Easily customize and adapt your setup so that it will work the way you need it to work for your business. 

9

Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.

9

Manage invoicing and payments online — No more check-in-the-mail syndrome.

9

Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.

9

Pay bills online by setting up your current bank account in Quickbooks. Write checks in QB, click a button, and your financial institution does the rest. 

:

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system. 

We will…

9

Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.

9

Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.

9

Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.

9

Enter any transactions as of your start date into the QuickBooks system.

9

Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.

9

Follow-up training to make sure the system is working seamlessly for your business.

9

Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

:

Training for You and Your Staff

9

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience.

No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business.

Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

:

Reset Your Quickbooks

9

Does your bookkeeping need a little housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

:

Retirement Plans for Small Businesses (Q&A)

There are several retirement plans for small businesses, ranging from one to many employees. At Wave Tax, we offer a variety of options to help you determine the most suitable plans for you and your business. Let’s explore these choices. • Individual 401(k) Plan:...

What Actions Should You Avoid to Minimize the Risk of an IRS Audit? 

The IRS is currently developing strategies to reduce the likelihood of increased audits for taxpayers earning below $400,000. However, specific elements on a tax return can still attract attention, regardless of income.  A recent report from the Treasury Inspector...

Living Abroad? This is Essential Information Regarding Taxes

Residing or retiring outside the United States does not exempt you from filing U.S. taxes. 📌 Here are some important aspects of tax responsibilities to consider: The United States is one of only two nations globally that imposes taxes on the worldwide income of its...

Recommendations for Preventing an IRS Audit

The IRS is striving to limit the number of audits for taxpayers with incomes below $400,000; however, specific aspects of their tax returns may still attract attention, irrespective of their income level. The Treasury Inspector General for Tax Administration (TIGTA)...

The Available Options if You are Unable to Pay your Taxes

The deadline for filing taxes in 2023 was April 15, 2024. While many Americans received refunds, the percentage of individuals who owe the Internal Revenue Services (IRS) has steadily increased over the years, rising from approximately 39% in 2021 to 43% in 2023,...

Tax Filing Deadlines and Key Dates for 2024

If you are a U.S. citizen, have interests in the U.S., operate a foreign business entity, or are a U.S. citizen residing in Canada, it is crucial to be informed about the significant dates and deadlines related to income tax filing obligations. At Wave Tax, we...

The Deadline for Tax Extensions is Approaching: Tax Returns by Income Categories for 2024

The tax season officially concluded on April 15, and the six-month extension deadline is now nearing in October. As of May 23, a total of 132,270,182 income tax returns have been submitted to the Internal Revenue Service. 📌 Data from the Internal Revenue Service (IRS)...

Recommendations for Maximizing Tax Deductions for Owners of Energy-Efficient Commercial Properties

Despite the prevailing concerns regarding the energy efficience and commercial real estate market, it is projected that two-thirds of the global floor space currently in existence will still be operational by 2040. The International Energy Agency (IEA) reports that...

Major Corporations Experience Significant Advantage in Tax Disputes 

Recent limitations set by the Supreme Court on the regulatory authority of federal agencies are influencing the tax landscape, potentially shifting certain legal battles in favor of large corporations rather than the government.  In at least five ongoing tax cases,...

Considerations to Keep in Mind in the Cannabis Business

One of the points to take into account, especially for those involved in the business, is what they call “Cannabis Rescheduling”, which means that it has the possibility of becoming a Schedule III controlled substance as opposed to the current and stricter Schedule I,...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us