Analyzed Books
Dunedin, Florida, Pinellas
(9)
Dunedin, Florida, Pinellas
(9)
Analyzed was born from the need to bring personalized attention back to the accounting world. When you have an excellent accountant or CFO, they are there with you each step of the way. Keeping your financials accurate and up-to-date, celebrating your successes, advising you on your next steps, and looking forward to your future together.
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9 customer reviews
Teri Crofford
VERY knowledgeable, easy to work with, and has been able to solve/fix problems that went back several years. I HIGHLY recommend Stephanie.
Reviewed on Google Maps
michael silva
Stephanie was able to quickly and accurately clean up our old books as well as organize them for the future. She's well versed in ecommerce platforms such as Amazon and Shopify, which is a huge asset. She's very responsive and professional. More...
Reviewed on Google Maps
Jay Pete
Stephanie is Fantastic! She has corrected a huge mess in my QBO! Now she continues to take care of that end of my business so I don't have to worry and it's all done perfectly! TY !!! ~Jenn, Say More Boutique
Reviewed on Facebook
stephanie cohen
Stephanie is a dynamo! She is extremely knowledgeable, competent, responsive, and is a "get it done" type of person. I have gone through several "solutions" but Stephanie is our last stop! You can't go wrong for whatever your needs are. More...
Reviewed on Google Maps
Stephanie Cohen
Stephanie is professional, knowledgeable, responsive, attentive to detail, and does not waste time. She is results oriented and her skillset spreads over all areas of accounting and finance. She is fantastic!
Reply from Analyzed Books
Thank you, Stephanie! Such thoughtful words. I love being able to take this stress off your hands.
Say More Boutique
Stephanie is Fantastic! She has corrected a huge mess in my QBO! Now she continues to take care of that end of my business so I don't have to worry and it's all done perfectly! TY !!!
Reviewed on Google Maps
Justin Meister
Stephanie is the best. She has handled my books for the past year and have had no issues. Only smooth sailing. Thanks Stephanie!!
Reviewed on Google Maps
Kit Navock
Honestly, I was extremely surprised by the value I got from working with Stephanie at Kubik accounting. She's truly an expert in her field! I hired her to train me on quickbooks and in a few short sessions, I knew all I needed to know to understand and handle the day to day of my own books. And each month I meet with her for reconsiliation. At tax time, she totally understands my business in a way that I don't have to question the quality of work. I would 110% recommend working with her on bookeeping, accounting, and anything else accountant related. More...
Reviewed on Google Maps
Lauren
Bookkeeping Services
Very user friendly, quick and efficient work. Very pleased with her work.
Reply from Analyzed Books
Thanks, Lauren!
What do you love most about your job?
I love being able to relieve the financial stress from my clients. I enjoy supporting business' who are doing great things for their customers/clients.
What inspired you to start your own business?
Being able to help clients get their business financials organized. This is so important to really understand how your business is doing. Being able to analyze your financial reports and then coming up with a plan to improve it is why I do what I do.
Why should our clients choose you?
We pride ourselves on excellent client communication.
Here we love to crunch the numbers, but we are more than your typical virtual accounting practice. Yes, we take the daily financial stress off your hands. Yes, we look diligently and proactively for ways to decrease your tax liability. Yes, we assist with tax planning and prepare your company's tax returns. But we are more than that. We bring character and individuality back to the accounting world. Each business has their own hidden financial potential. We will work attentively with you to unlock it and celebrate when you reach each benchmark.
Catch-Up Bookkeeping
Catch-Up Bookkeeping is when your accounting software has not been updated for quite some time. You need all (or most) of your expenses and income entered and your bank accounts reconciled.
Typically, some business owners let their books slide for one reason or another and then realize the need for this come tax time. They realize what it will cost for their tax accountant to do the catch-up and are off looking for a more reasonable solution.
That's why we're here! Your dedicated accountant will talk with you about who has handled the books in the past, how far back they will need to be updated and then will get to work. They will provide what I like to call "Functional Bookkeeping." They will enter all expenses and income into their appropriate tax-efficient account in the proper way so you can still benefit from sound financial reports after everything is caught up.
Many times, when your tax accountant gets your books up to date, it is filled with journal entries. This still provides the same numerical outcome...this was spent on expenses and this was received as income...but it's not beneficial for reviewing financial reports or being able to look back on individual transactions.
That's why I like to call our method Functional Bookkeeping, because you can still go back and review the data as if it was there all along.
Virtual Accounting Department
Need it all? We have the full bandwith to be your full-service remote accounting department. It's how Kubik Accounting got started in the first place!
What we will do for you:
Setup or connect to your accounting software
Accounts Payable
Accounts Receivable
Daily Data Entry
Payroll
Monthly Bank Reconciliations
Financial Statements
Consultations via phone or skype
Outsourced CFO Services
Small businesses that hire a virtual CFO get access to an experienced financial professional at a fraction of the cost of a full-time CFO.
We are passionate about more than providing you with sound financials through bookkeeping. We want to help you truly understand those reports. We will analyze them, create a proposed budget and a forecast to show the path of where your business is going now and where it COULD go if you did XYZ.
Need a little financial direction this month, but don't really need it monthly? This Month-to-Month CFO service is basically a "drop-in" CFO where we will get on an initial consultation with you, discuss your financial concerns, review your data with you and come up with an action plan to budget and forecast.
What we will do for you:
Setup an initial consultation to discuss all your business concerns, goals, habits, and questions
Review and analyze your financial statements
Create a budget personalized to your goals and struggles
Create a modifiable 12-month forecast spreadsheet for you to see where your income and expenses will be throughout the next 12 months
