Loading...

Please wait ...

Cornelius Financial Services logo logo
C

Cornelius Financial Services

Online

(2)
This professional is currently unavailable.
You can request reply and they will reach out as soon as they can.
‘21 Certificate of Excellence, 2021

About

Our goal is to help you spend more time on your mission and less time on your bookkeeping, payroll, and tax.

I have over 25 years of experience in the financial world. I have worked for Intuit, the maker of Quickbooks, helping small to medium-sized businesses stay focused on the management of their operations, while I take care of the financial side.

Show more

12 hires on Bark

Photos (4)

See all

Reviews (2)

Leave a review
5/5

2 customer reviews

Loading...
verified
28 May 2020

Tax Preparation

I thought I had a major issue with my taxes. Your quick, patience and through customer care really helped me to understand my do and don't concerning my taxes. I look forward to continue working with you. As I promised, I will allow you to handle my bookkeeping and payroll for my small business. I would recommend Diane More...

18 May 2020

I-Biz Solutions would assist me with my Quickbooks for my business. They are very professional, detailed oriented and very knowledgeable providing great assistance answering all my queries etc.

I also trust them because they are very confidential and the customer service is great.

I would recommend them to anyone seeking assistance with their accounting.
More...

Q&As

Reconciliation Accounts - Categorizing Transaction - Financial Statements - Payroll - Individual and Business Tax Preparation

The right accountant and an orderly accounting system will save you time and money in the long run, allow you to put your energy and focus on what you do best, and position your business for maximum profitability and success.

Accounting, the fundamental system upon which the entire world is built? I love the awesome beauty in it’s relative simplicity, the checks and balances that are built in to steer the system and maintain its integrity, and the amazing way it summarizes hundreds, thousands, even millions of data points into a comprehensible analysis that is universally understood. It’s a language and a process, a method and an end result, a unique way of viewing the world. It imparts discipline, standards, accountability, controls and management when implemented properly.

I was inspired to start my own business after having several family members who are in various businesses and they were struggling with getting their bookkeeping and taxes right from the inception.

We help you spend more time on your mission and less time on your bookkeeping and tax

99 percent of services are provided online or remotely.

Services

QuickBooks Setup:
Importing your list information into QuickBooks

Setting up your beginning balances-
Customizing your forms and templates.

QuickBooks Cleanup:
Reclassifying transactions-
Correcting unapplied customers and vendor payments-
Clearing out undeposited funds account.

Year End Bookkeeping:
Enter all transactions for the entire year-
Reconcile all bank and credit card accounts-
Make all general journal entries.

Bookkeeping Services:
Categorize transactions-
Reconcile bank and/or credit card accounts-
Provide balance sheet, profit & loss and any other reports needed.

Individual Tax Preparation-
Business Tax Return Preparation-
Gift & Estate Tax Return Preparation-
Partnership & Corporate Tax Preparation-
Estate and Succession Planning-
Out-of-State Returns.

Direct deposit with detailed pay stubs-Support for wide range of pay types-Sick, vacation and holiday pay accruals, Federal, state and local tax calculations- Paycheck printing-Online employee access to pay stubs-Contractor payments-multi-state payroll.

Acknowledgements-Advanced Health Directive Forms-Affidavits-Agreements-Bill of Sales-Certificate-Contract-Deeds-Jurats-Power of Attorney-Promissory Note Agreements-PS 1583-Safety Deposit Box Verification-Spousal Waiver-Unclaimed Property inquiry-Vehicle Certificate of Ownership/Title Application etc.