OMARA BOOKKEEPING AND FINANCIAL CONSULTANTS
SAVING YOU TIME, MONEY AND ANXIETY
LEAVE YOUR BOOKKEEPING WORRIES TO US.
Omara Bookkeeping and Financial Consultants specialize in a variety of Business services with outstanding support. We understand how busy you are, and with our expertise we can take care of your bookkeeping needs quickly and effectively. We are equipped to handle the books for you, leaving you to worry less and live more.
OUR WAY
Your Bookkeeping Experts
Omara Bookkeeping and Financial Consultants provides unparalleled personalized Bookkeeping and Business services to a broad range of clients. As your bookkeeper, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your bookkeeper, financial advisor, tax planner, and guide down your path to success.
SERVICES
Taking Care of Businesses
BOOKKEEPING
Anyone can start his or her own business- but in order to continue to grow and thrive, you need to ensure that your financial foundation is secure and well structured. Omara Bookkeeping and Financial Consultants will provide you many valuable services that will help your business flourish while keeping your books in excellent order. Bookkeeping is the most important part of any business. If you don’t know where your money is going, how can you even run a business? But most business owners have more time sensitive issues on their plate. Is the work getting done? Are the clients happy? Have I checked on everything I needed to check on today? Keeping track of every little transaction is time consuming and overwhelming and can fall by the wayside in the rush of the day to day. Keeping track of those transactions is literally our job. It’s our first priority and we treat it as such. We also work to make it easy for you. Services are offered onsite and offsite. We are QuickBooks experts, as well as being fluent in other major bookkeeping software. We offer daily, weekly, and monthly services based on your needs. If you just want to know where you are at occasionally we can do that. If you want daily updates, we can do that too. We tailor our services to your needs. Services provided are, but not limited to:
· Accounts Receivable
· Accounts Payable
· Bookkeeping Clean-up
· General Ledger
· Custom Reports
· Monthly & Quarterly Financials
· Comparative Income Statement
· Balance Sheet
· Trial Balance
· Cash flow Statements
· Account Reconciliations (Bank Accounts, Credit Cards, and all other Liabilities)
The Care and Precision You Need
TAX
There are lots of things you can do to make tax filing cheaper and easier. Whatever strategy you use, tax planning is key. We help inform you about important deadlines and tries stay on top of the latest tax laws that put more of your money in your pocket. Some few tax planning tips we can help you with are:
1. Contribute to retirement accounts
Making a deductible contribution will help you lower your tax bill, and your contributions will compound tax deferred.
2. Keep organized records
For many, the biggest challenge at tax time is getting all of the documentation together. Locating last year’s tax return, collecting this year’s W-2s and 1099s, and gathering receipts can become a time consuming task and a real nightmare. We can help you create a tax checklist documents. Having this type of information on hand and staying on top of keeping it organized puts you ahead of the majority of tax payers.
3. Itemize
Many deductions are well known, such as those for mortgage interest and charitable donations. But we can also prevent you from missing out on often overlooked miscellaneous expenses, which are deductible if the combined amount adds up to more than 2% of your adjusted gross income.
4. File electronically
The IRS processes electronic returns faster than paper ones. Therefore, you can expect to get your refund three to six weeks earlier. According to the IRS, less than 1% of electronic returns have errors, compared with 20% of paper returns. Take advantage of our free 1.5 hours consultation and let us see how we can help.
Our tax strategies, advice, and counsel don’t end when your deadlines are met. We stay with you every step of the way. Services may include but not limited to:
· Tax compliance and tax planning
· Tax controversy and audit representation
· Tax credits and incentives
Taking Care of Businesses
PAYROLL
There are a lot of great things about running a small business – being your own boss, growing a company etc. However, having too many responsibilities, navigating tax laws and managing employees are the worst parts of owing a business.
Payroll is an essential component of your business, just probably not one you enjoy dealing with. Effective payroll administration goes far beyond cutting a check – between payroll tax filings, new hire reporting, deductions, etc., there are endless tasks associated with processing payroll, ones that employers must execute flawlessly every pay period. Whether you are a small to medium sized business owner looking for payroll management service for your clients, we have a comprehensive and affordable solution for you. It is quick, easy and affordable.
Omara Bookkeeping and Financial Consultants payroll specialists can help you expertly handle every task associated with paying your employees, from the simple to the complex, to ensure they are paid accurately and on time.
Personal Financial Planning and Advising
PERSONAL FINANCES
The decisions you make regarding work, spending, investment, and retirement, both now and in the future, will significantly affect your financial condition over the long term.
In an effort to aid you in learning, understanding, and formulating a personal basis for decision-making, this Personal Financial Planning and Advising services is offered to help enhance your knowledge of various topics and communicate some of the intricacies of the financial world. The plan represents a framework to clarify and structure your financial matters.
This is based upon confidential information you provided regarding your present resources and objectives. Financial planning is an ongoing process.
Knowing that you are on the right track for funding your personal financial goals is invaluable. How can you achieve your retirement goals? How can you save for child education while paying school loan or living from paycheck to paycheck? How can you minimize taxes and risk? Have you set clear goals for financial independence?
Meeting your financial goals happens through precise and diligent planning, not by chance. That’s why a personal financial plan from Omara Bookkeeping and Financial Consultants can put you on track to getting the things you want out of life, whether it’s early retirement, college education for your kids or grandkids, real estate, investment in a second home, or financing a new business venture.
We apply integrated expertise and a systematic approach to:
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Review and evaluate your income, assets, investment portfolio, tax exposure, estate plan, and insurance
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Establish and prioritize your financial goals and time frames for achieving them
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Develop strategies to address financial weaknesses and build on financial strengths
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Monitor and adjust the plan to reflect your changing goals and circumstances
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Protect and grow your assets while reducing taxes
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Help you create and preserve financial independence for your retirement and other needs
Instead of you spending your valuable time on Bookkeeping and or payroll tasks, when what you really want to focus on is your business growth. Let us save you money, time and take that worry and stress off your shoulders. We are the professionals with over ten years of experience. We are dependable, trustworthy, and professional, with a solid reputation of being well organized and detail oriented.
