Service
Pre-Tax Planning in Largo, FL
Most people meet their tax bill after the year is over, when nothing can be done about it. Pre-tax planning is the work that happens while there is still time: getting the entity and the payroll set up so retirement contributions, health premiums and other benefits come out pre-tax rather than after, and running the projection before December instead of discovering the number in April.
- 5.0 from 22 reviews on Intuit ProAdvisor
- 30 years fixing QuickBooks files
- Elite Advanced Certified QuickBooks ProAdvisor
- Free 15-minute call no obligation
How We Work
What happens after you get in touch
The written figure comes at step three, before any work starts.
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Get in touch
Use the form or call. A short conversation to hear what you are actually trying to sort out. No quote yet, nobody can price a file they have not seen.
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The free hour
An hour with Robin to go through where your books actually stand and what it would take to bring them current. No charge, no obligation.
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A written scope and a monthly figure
Before any work starts you get the scope in writing and the monthly number. No surprise invoice, and no work begins on a handshake.
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Handover, with overlap
Your QuickBooks file stays yours, there is no proprietary system to get locked into. Most handovers work best with a short overlap with your current bookkeeper, so nothing falls through the gap.
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The first month closes properly
The first month ends with a reconciled, closed period and a set of reports, not a setup invoice.
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Then it runs monthly
Accounts reconciled against real statements, the period closed so prior months stop moving, and reports that get explained rather than just sent. Most clients spend a few minutes a month answering questions.
Client Reviews
What her clients say
5.0 from 22 reviews on Intuit’s Find-a-ProAdvisor directory, reproduced word for word.
I can honestly say, I do not know what I would have done without finding Robin. After noticing some issues on my balance sheet, I attempted to utilize QB Live for clean-up services and was rejected! I did not know what to do - QB…
QuickBooks is great, but I made many missteps before Robin saved a drowning man. She got me setup with the correct version, helped me get it setup properly, and trained me to use it effectively. I feel confident I can keep the…
Would highly recommend! Unbelievably efficient. Helped our business correct many issues with Quickbooks!
Get your books off your desk
A free 15-minute call with Robin. Where your books actually stand, and what it would take to fix them. No charge, no obligation.