Brooks Accounting & Tax Advisory

Brooks Accounting & Tax Advisory is an expert bookkeeping service based in Douglasville, Georgia, specializing in bookkeeping, cleanup/catch-up projects, and tax preparation. The business serves both businesses and individuals in Douglasville and surrounding areas, offering accurate and timely financial support through QuickBooks Online. Their team works with sole proprietors and single-member LLCs to help maximize cash flow and minimize tax liability.

The onboarding begins with a complimentary phone consultation to identify critical business needs. A proposal for a diagnostic review and estimated price range is sent, followed by a request to add the client as a user in QuickBooks Online. Once the diagnostic review determines the monthly work volume, an engagement letter with an exact service fee is sent for signature, along with an ACH/credit card authorization form.

Brooks Mobile Bookkeeping specializes in working with sole proprietors and single-member LLCs across a variety of industries. They tailor their services to meet the specific needs of each client, whether they are looking for support with daily operations or planning ahead for future growth.

The firm offers primarily remote services to clients using virtual connections that depend on the client's schedule. They also offer to meet with clients at a mutually agreeable location if preferred. This flexible approach allows business owners to focus on building their businesses while receiving fast, accurate, and affordable service.

Services include bank and credit card reconciliations, accounts receivable and collections, and accounts payable and debt management. They also handle sales tax filings, inventory tracking, and monthly financial statement preparation. Additional offerings include tax liability reduction, IRS representation and resolution, and year-round tax preparation and advice.

The business is located at 500 Westover Dr, Sanford, NC 27330, PMB 37523. Despite the North Carolina address, they explicitly serve Douglasville and surrounding areas in Georgia. Their opening hours are Monday through Saturday from 10:00 am to 6:00 pm, with Sunday closed.

The lead professional is a CPA and MBA in Accounting holder with over 20 years of experience as a tax professional. She previously worked as a Senior Tax Analyst with H&R Block for over 20 years and as a Staff Accountant for various firms for over 15 years. Her expertise includes working extensively with single-member LLCs and sole proprietors.

If a client is new to QuickBooks Online, the onboarding process includes a client setup to the software. This ensures all financial transactions are recorded accurately and allows for the creation of customized management reports. The firm utilizes QuickBooks Online to provide personalized service and fast, accurate results.

The business is open Monday through Saturday from 10:00 am to 6:00 pm, and is closed on Sundays. They operate on a flexible deadline system that meets the unique accounting needs and time tables of each business. This ensures that clients can receive timely support regardless of their specific schedule.

The firm believes in building long-term relationships based on trust and integrity with their clients. Their approach involves providing personalized service and working closely with clients to understand their unique needs and goals. They pride themselves on offering fast, accurate, and affordable service to enable business owners to focus on what they do best.

They offer tax planning and strategy services aimed at tax liability reduction and maximizing cash flow. The team provides up-to-date tax advice and filings for sole proprietors and single-member LLCs. These services are tailored to minimize financial losses and maximize profitability for the business owner.

The diagnostic review is used to determine the volume of monthly work required and serves as the basis for the engagement letter. It includes a review of the business' current books to provide an estimated price range. This step ensures that the final engagement letter contains an exact monthly service fee for bookkeeping and any other services.

The firm provides inventory tracking and sales tax filings as part of their comprehensive bookkeeping services. These features are integrated into QuickBooks Online to ensure accurate recording of all financial transactions. They also offer analysis and recording of all financial transactions to support informed business decisions.

You can reach Brooks Accounting & Tax Advisory by phone at (770) 317-1574.

The official website of Brooks Accounting & Tax Advisory is brooksaccountingtaxadvisory.com.