Kathleen Lettau's Colleagues at Perfectly Balanced Books
Kathleen Lettau's Contact Details
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Perfectly Balanced Books
Kathleen Lettau's Company Details
• Focus on maintaining fiscal health of small businesses• Bookkeeping and accounting services include providing organizational tools for budgeting, forecasting, and inventory management, paying expenditures, billing services, recording income and deposits, balancing accounts, reconciling statements, managing past-due accounts, preparing financial statements, managing and processing payroll, withholding and filing taxes • Consulting services include development of accounting processes and procedures for new clients, small business valuation, new business formation, financial and tax-related advice, comprehensive loan proposals • Tax Preparation for individuals, self-employed/sole proprietors, partnerships, nonprofits, and S and C Corporations in U.S. and U.S. territories, all U.S. state returns• Advisory services include cash flow management, performance analysis, strategic business planning, creative courses of actions and solutions through combination of data and expertise• Knowledge and experience using accounting and tax software – Xero (preferred and recommended accounting software), QuickBooks, TurboTax, H&R Block, & Drake (preferred and recommended tax software)• Knowledge and experience with apps to solve your business needs - WorkflowMax, Receipt Bank, Expensify, Hubdoc, TSheets• Offer innovative approach that focuses on cost-effective financial management