As tax season approaches, the pressure to reconcile a year’s worth of financial transactions can be overwhelming. It’s not just about filing taxes; it’s about keeping your financial records to avoid costly errors, penalties, or audits.

 

At Abacus Gal, led by QuickBooks Advanced Advisor Terri Bork, we offer tiered bookkeeping services that address your business’s past, present, and future financial needs. Our goal is to make tax season stress-free while ensuring your CPA has everything they need to file your return efficiently.

 

Tax season involves more than filing returns—it requires a thorough review of your business’s financial health. Without organized records, your CPA will spend more time cleaning up your financials, leading to higher costs and missed opportunities. At Abacus Gal, our tiered services ensure your records are clean, accurate, and ready for tax season.

 

Our foundational services focus on maintaining accurate and up-to-date financial records throughout the year, including Catch-Up and Clean-Up services for businesses that have fallen behind.

Abacus Gal handles the following:

 

With clean, organized books, you’ll avoid the last-minute scramble during tax season and minimize preparation time for your CPA. If your financial records need catching up, our team specializes in getting everything back in order quickly and accurately.

 

We take your financial management to the next level with Journey Protection services, including the following:

 

These services optimize your business’s financial health and prevent issues before they accumulate, reducing potential headaches during tax season.

 

Looking ahead, our FP&A (Financial Planning & Analysis) services focus on growth and long-term strategy. We offer the following:

 

These insights allow you to plan for growth, manage cash flow, and make informed decisions that position your business for future success.

 

One key benefit of partnering with Abacus Gal is how seamlessly we work with your CPA. By providing clean, organized financial reports, we save your CPA time, allowing them to focus on tax strategy instead of cleaning up your records.

 

Our tiered services ensure your CPA has everything they need for accurate and efficient filing, helping to maximize deductions and minimize tax liability.

 

Preparing for Tax Season and Beyond Tax Season doesn’t have to be stressful. With Abacus Gal’s tiered services, you can rest easy knowing your financial records are accurate, your tax filings are seamless, and your CPA can focus on optimizing your tax strategy.

 

Whether you need basic bookkeeping, spend management, or advanced financial forecasting, we’re here to support you every step of the way. Schedule your FREE consultation today to review how we can help your business thrive at Go.AbacusGal.com/Call.

“Terri is very responsive, often answering my emails the same day that I send them. I had a lapse in bookkeeping for about 8 months, and she did a cleanup for me, got my accounting up-to-date, and made sense of all of the numbers in my accounts. She got things properly categorized and cleaned up, and now I am well prepared for tax season. She is always professional and has great customer service. I love working with Terri and her team, and I highly recommend her services!”

                                                                                                - Katie Flores, Estate Attorney