Courtesy Financial LLC
Orlando
Orlando
We provide small businesses with accounting, bookkeeping, and payroll services. We have experience in a wide breath of industries including but not limited to: Hair and Cosmetology Professionals, Real Estate, Granite Companies, Construction Companies, Transportation industry, Retail and much much more.
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What kind of accounting services do you provide?
We offer a lot of services!: Bookkeeping, Full Payroll Services, Sales Tax, Annual Personal/Business Taxes, Sales Tax, Data Entry
Why is it so important for businesses to hire a great accountant?
To make sure you are taking advantage of every deduction and credit you are legally allowed to take advantage of. Also an Ethical Accountant is really important!! It will help you sleep better at night knowing everything is done by the books.
What do you love most about your job?
The moment I share some random tax fact, or show a client how to run payroll for the first time, and on the clients face it is clear they can see the value that I bring to them and their business. That moment makes me wake up every day and do what I do!
What inspired you to start your own business?
As a child I always wanted to my own business and I got butterflies just thinking about it. I still do now. As corny as it sounds, its an inner calling of mine.
Why should our clients choose you?
The two E's I live by is a great reason for a client to choose me. What are the two E's?: Ethical and Energy. Yep, Ethical, because it is one of the most important characteristics you can have as an accountant and honestly just a general human. Also being ethical with no energy is a waste. On the contrary, Having energy and not being ethical is a dangerous mistake.
Can you provide your services online or remotely? If so, please add details.
My services can be completely done online. Quickbooks Online allows the client to see everything I am doing and the client can also do changes themselves inside their profile.
What changes have you made to keep your customers safe from Covid-19?
Zoom meetings! I didn't even know what zoom was prior to 2020..Did it even exist?
Bookkeeping
This service has saved my clients upwards of $40,000 in taxes!
We also ensure we capture every single transaction going in and out of your business, and then correctly categorize them. This ensures we have captured all of your expenses and income.
We then provide you a profit and loss statement at the end of the month in order to help you plan ahead and budget your year. This P&L Statement also helps secure funding!
Full Payroll Service
We onboard new employees, pay and file the required taxes, and help maintain your payroll records.
Business Funding
Through our partner Lendio we can help inform you of all the different loans and SBA programs that would best fit your needs.
Sales Tax
We can help prepare your Sales Tax Return with your state.
