AllyPoint Financial
Santa Clarita, CA, Los Angeles
Santa Clarita, CA, Los Angeles
Navigating the complexities of bookkeeping and taxes is daunting for even the most ambitious entrepreneurs. Truth be told, business owners that attempt to manage their own books waste precious time that could be spent on income-producing activities.
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What kind of accounting services do you provide?
Bookkeeping, Tax, and Advisory Services for Individuals and Small Businesses. Whether you are just getting started or if you have been operating for decades, we can customize a service package to fit your needs.
Why is it so important for businesses to hire a great accountant?
Business owners that leave their accounting duties to a qualified and diligent professional will significantly improve their quality of life. Allowing a skilled accountant to manage your money will allow you to regain your freedom and, in turn, make more money.
What do you love most about your job?
Our passion is watching our clients grow above and beyond what they foresee is possible. We hope to build a longstanding relationship with you and your business as your most trusted advisor.
Bookkeeping Services
Books: We will track all of your income and expenses, reconcile your accounts, and provide you with detailed reports on a daily, weekly, monthly, or quarterly basis. We like to set our clients up on Quickbooks Online but we can likely accommodate you if you prefer a different platform. Messy books? No problem. We can bring you up to speed.
Invoicing: Send us the details of your project and we will create an invoice for you and send it to your client. We’ll also help you chase down your aging receivables.
Bills: Paying bills is a major time-sucker. Let us know who needs to be paid and when and we will make sure it happens.
Tax Services
Tax Returns: Our team is available year round to prepare returns for individuals, S-Corps, C-Corps, LLC’s, Partnerships, Sole Proprietors, and more. We can also assist with estimated taxes and filing extensions, when applicable.
Tax Planning: Many taxpayers (individuals and businesses) have a tendency to take a reactive approach to their taxes. The problem with this is that little that can be done “after the fact” to change your tax situation for a given year.
We help our clients become proactive about their taxes by staying connected with them throughout the year. We help identify ways to reduce your tax liability, avoid penalties, and make sure that you are paying enough taxes throughout the year to avoid a surprise tax bill next spring.
Advisory Services
Controller/CFO Services: This service takes your bookkeeping package to the next level. In addition to managing your books, we will provide unlimited financial consulting and work hand-in-hand with you to reach your financial goals.
We will work with you to create systems and processes for effectively managing your cash and getting your business to operate like a well-oiled machine.
New Businesses: Ready to launch your new business but not sure how to get started? Our team of experts will help you:
-Choose the right business entity for your new venture
-File all necessary federal and state documents
-Set up a Quickbooks account for your books
-Select business bank and credit card accounts
