For tax professionals
Your clients' books, fixed before the return.
You know the clients: the shoebox, the books that haven't been reconciled since they opened, the S corp election nobody told the bookkeeper about. Refer them to me. I clean up the books and run the monthly close. The tax work stays with you.
What I take on.
- Books cleanup and remediation, with a written diagnostic first
- Monthly accounting and close
- Controller-level support for growing clients
- Cannabis accounting, including 280E workpapers
What comes back to you.
- Reconciled books through year end
- A summary of every adjusting entry
- A year-end package built for the return
- A direct line to me for questions
What I don't do.
I don't prepare tax returns for general business clients, and I won't solicit your client's tax work. Your relationship stays yours.
How to refer
Email me at aolowu@adeinthebooks.com with your client's name and a sentence on what they need, or have them book a call and mention your name. I'll keep you updated on what the diagnostic finds.
Start with a 20 minute call.
No pitch. We look at where your books are, and I tell you honestly whether I'm the right fit.