I have worked with many different businesses over the past 10+ years. Small to big, start-ups to well established. Industries have varied (SaaS, health care, property management, education, mental health, biotech, etc). I have led clients through many audits as well as supported through M&
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1 customer review
Luke Adams
Accounting
Great start up service and coordination. 10 stars if possible.
What kind of accounting services do you provide?
Full cycle accounting services. Please see details within the services list.
Why is it so important for businesses to hire a great accountant?
A great accountant will add to your sucess. They will ensure financials are ready for investor reviews, have all backup for any due diligence/audit requests & be able to explain it all thoroughly. A great accountant can save you money and gain you money, in multiple different ways.
What do you love most about your job?
As I am supporting businesses and helping them grow, they are also helping me grow and supporting my business. Having people supporting one another is important. We get to celebrate our successes together.
What inspired you to start your own business?
My loved ones inspire me. I want to make a bigger impact while I’m alive. I want to help people while I can. I want to help change situations for people. It could be a client who is performing medical research, or someone who wants to start a business but doesn’t know where to start.. I want to help them make a change.
Why should our clients choose you?
I am loyal and trustworthy. I am motivated, hard-working, and have a ton of experience. I will keep the IRS and state notices off of your back. I will make my clients feel secure in the numbers and the work that is being provided.
Can you provide your services online or remotely? If so, please add details.
Yes, all services provided are done remotely. We provide a secure way to share any necessary data, virtually.
What changes have you made to keep your customers safe from Covid-19?
I have been working remotely prior to Covid, so no changes were necessary.
Accounts Payable
Guidance on recommended payment processors as well as full service accounts payable management offered.
Accounts Receivable
Monthly/Quarterly analysis on Accounts Receivable. Also offer full accounts receivable management.
Month End Close & Financial Statements
Closes completed on a monthly or quarterly basis. Accelerated closes offered depending on investor needs & schedules. Monthly or quarterly reviews with the client to discuss trends within the financial statements.
Payroll
Recommend payroll providers based on company size/needs. Payroll can be initiated and processed by our team here at RF Financial. Additionally, we also offer state payroll registration services.
1099s
We offer annual 1099 services that include: reaching out to all applicable vendors for copies of missing W9s, 1099 total preparation & 1099 filings.
Franchise Tax/Annual Reports
We will ensure you are up to date on all taxes/reporting. We will remind you of due dates and can own these tasks, if you wish.
