Ian J Email & Phone Number

My team and I have over 7 years progressive experience in corporate finance, from general accounting to advanced budgeting and forecasting using data analytics to understand trends and interpret large quantities of data. All of that has prepared us to help small businesses with their bookkeeping needs.My clients are all over the US in many different industries but they all have the same focus: to provide a product or service to their community needs. Although their business may have started as a hobby in their home or as a dream job, It doesn't matter, what matters is that we are there to help out with the finances (something most don't want to deal with) so they can focus on their passion.My technical skills include:QuickBooks Online (Certified ProAdvisor). I also have advanced skills in Excel, Access, Word, PowerPoint, and data analytics to prepare and interpret data about your business.If you want to know how we can help, please visit us at ianjtb.com or copy the link below to schedule a quick consultation call to see how we can help. https://calendly.com/ianjtaxandbk/15minconsultation

Listed skills include Direct Sales, Financial Services, Direct Marketing, Sales, and 7 others.

• Owner

  Ian J'S Tax And Bookkeeping

  Apr 2023 - Present - Dallas, Texas, United States

  We have 7+ years in accounting and finance that we are using to help small businesses thrive. Let me take the time to do your finances so you can focus on the business you love.Ian J's Tax and Bookkeeping offers full bookkeeping services to small businesses. Those services include:* Monthly or quarterly bookkeeping services * Recording and classifying all financial transactions from banks and credit cards* Integrating other online apps and activity that applies to your business, like Stripe or Shopify* Tracking payment of bills and receiving payments from customers* Tracking the progress of major projects against budget* Preparing financial statements and reviewing them so that you fully understand where your money is coming and going * Tidy up your finances and get you caught up if you've fallen behind * Partner with reliable payroll and HR services to ensure accuracy of the most important aspect of your business - valuing your employees* Working with your CPA or tax preparer to make sure your finances match what is reported at tax timeNot sure where to start? We can help you choose and get set up with an appropriate bookkeeping solution that meets your business needs. If you are looking to make some changes to your business, we can help you create a budget to show your investors. Cash flow a little tight? We can help you forecast that so you don't get caught short when the bills come due.Certified ProAdvisor with QuickBooks Online Advanced. We also offer training and advisory services on Quickbooks Online.Contact us to take the next steps in getting back the time you need to focus on the business you love, and leave the bookkeeping to us: info@ianjtb.com