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MTE Financial Group LLC

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About

Quickbooks ProAdvisor-Online, extensive knowledge in the monthly bookkeeping process. Specialize in QBO online clean up and onboarding/setup. Qualified tax professional, with an expertise in individual and business returns. Completed thousands of Sole Proprietors, LLC, Partnerships, and S-Corps tax returns over the last 13 years. Proficient in a variety of diverse softwares and technology.

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Q&As

I offer full-cycle accounting services. Payroll, AR/AP, bank reconciliation, preparation of financial statements, and monitoring cash flow. Quarterly tax payments. Annual tax preparation.

Accountants are vital for the health of your business. A good accountant will help you determine what strategies to take to lower your tax liability, let you know how much cash flow you have to invest back into your business, and keep your records organized. Tax season is an all-year process and what you do during the entire year makes a difference in what happens at tax time.

I love the people part of my job. Working with my clients and assisting them from the start to the end of the year and helping them make the best decisions for their businesses. I love the feedback I get from my clients when they say that working with me is the most enjoyable experience and when tax time comes around they don't stress about it.

It has always been a dream of mine. I have always been an entrepreneur, when I was in high school I attended a technical school that allowed me to learn in unconventional education and take all three of my high school years in the business background. There is when I knew I would start my own business. I am a very independent person and I love the freedom of making my own schedule and choosing who I want to work with. I want to be able to serve the community I live in and provide jobs. I have a great love for people and I am a great mentor.

I provide professional and exceptional service. I do what I say I am going to do and in the time frame, I say that I will do it. I have great pricing and I am fun to work with!

Yes, we only provide remote services. All of our systems and processes are robust and able to support the work without compromising the in person personal touch. We communicate fully through the entire process and our clients love the service and process we use. We use Zoom to have in person meeting. Our client portal has an app that sends notifications to your phone so you never miss communication from us. You are able to use the portal via computer as well.

I have fully upgraded all of my software and services to platforms to be used virtually or remotely.

Services

Individual
Sole Proprietors
LLC
Partnerships
Business
S-Corps
Federal & State

Transaction Categorization
Payroll
Sales tax payments
Bank reconciliations
Trial balance reconciliation
Income Statements
Balance Sheets
Custom financial reports
Budget to actual reporting

Clean up books and get them to current date.