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TK Solutions

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About

We free up busy, overwhelmed entrepreneurs by handling bookkeeping, strategic accounting, people operations and technology for the small business. Specializing in companies with 150K - 2M in revenue and 1-10 employees. Tax planning and preparation and hourly consulting also available.

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Q&As

Bookkeeping, strategic accounting and finance, people operations and back office technology. Financial Wellness Assessment as a one time service or entryway into a monthly subscription.

A combination of good systems, processes, procedures, data and knowledge of your business makes an accounting professional a key part of your management team. Be impactful by knowing your numbers and partnering with a professional to get you to your goals.

We love to work with heart centered entrepreneurs who are on fire for their community or offering. We find that finances and back office tasks are draining for some and we LOVE creating order, organizing data and making sure businesses are profitable and their owners thrive!

Getting to help others thrive in business is our main goal. Focusing on profitability and growth so that business owners have peace of mind about their finances and the next steps in their business.

If we are a good energetic and financial match in this season of your business, we'd love the opportunity to help you move the needle in whatever way you need! We aren't a boring accounting group. We are serious about integrity but like to have fun while supporting business owners. If you want to feel lighter and brighter in your business, let us help lighten your load!

We are a 100% virtual shop with employees in Texas and Arizona and clients in many other states. We utilize cloud based accounting systems and use Zoom with ease and are backed by a professional liability and cyber policy. We take your information seriously.

As we are a virtual shop and transact in a paperless environment, we have little exposure for our clients.

Services

Share read only access to your books and we’ll review the balance sheet and income statement. We’ll tell you what we see and how we recommend addressing your concerns. We’ll share actionable takeaways you can use immediately.

Monthly, after the fact, reporting and strategy discussion around results in Xero or QuickBooks Online. You pay the bills and create customer invoices as you see fit; we code bank and credit card activity, reconcile all accounts and provide financial statements. Balance Sheet and Income Statement, budget to actual and cash flow forecast available. Coordinate with tax professional at year end. Set up processes around receipt collection.

Twice a month reporting and strategy discussion around results. Full set up of accounting in Xero. We will pay the bills, payroll and bill customers and code bank and credit card activity, reconcile accounts and provide financial reports based on a full month end close process. Balance Sheet, Income Statement, budget to actual and cash flow forecast included. Sales and profit analysis Coordinate with tax professional at year end. Set up processes around receipt collection. Inventory reconciliation available.

Fractional Controller/CFO – All of Bookkeeping + Strategy plus people operations, technology assistance and full workflow audit and profitability analysis and access on a weekly basis. We help you build and scale your business as an extension of your team.

Pick our brain, ask questions about business setup, accounting systems, where to review next to get to your goas.

Preparation and filing of current personal federal tax return. For those receiving only W-2 wages and filing form 1040

Preparation and filing of current personal federal tax return + Schedule C. For those who have a combination of W-2 and 1099 income and have a disregarded entity

Preparation and filing of current tax returns for small businesses including: 1120 Corporate Tax Returns, 1065 Partnership Income Returns, Schedule K-1’s, and other forms and schedules specific to your business needs