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SERVICES

Rise Accounting provides a full range of accounting and tax preparation services for businesses that currently use (or want to use) QuickBooks and TurboTax software. Rise Accounting can set up your business accounting system from "scratch", convert you over from another accounting software or "clean up" your existing QuickBooks accounting, and then keep them accurate to ensure easy tax preparation and profitable financial performance.

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Once you are setup in the QuickBooks ecosystem, our mission is to equip you with the training and transaction support that allows you to be as self-sufficient in using your accounting system as you want to be. You'll be able to easily enter transactions, run your own payroll, generate 1099's for hired independent contractors, generate financial reports, prepare a budget, and even prepare your taxes using TurboTax. We additionally support implementation and training on a wide variety of QB-compatible Apps, including time sheet tracking, POS systems, and others.

 

Of course, Rise Accounting can do any or all of these transactions for your business, if you chose not to do them yourself, with our excellent transaction staff. Minimally, we provide a monthly review and "closing" of your books, which ensures your books are always correct and up to date.

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Analysing the Numbers
Image by The New York Public Library
Bookkeeping & Accounting

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Rise provides services ranging from full transaction entry to monthly audit and closing of your books. The level of Rise support you want is entirely up to you.

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We start by determining the best configuration for your company needs and are properly trained on QuickBooks transaction processing as well as the best supporting Apps to run your business efficiently.

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You can trust that Rise will ensure that your team is well-trained and are available to answer any questions you have.  And we'll be there to point out improvements needed to ensure your books and business remain in good condition.

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Your CFO (Financial Planning & Analysis)

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Ensuring your bookkeeping and accounting is accurate and up-to-date is critical to your business' success. A proper configuration and use of QuickBooks will guarantee that.

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What will help your business propel it's growth and profitability is understanding what the numbers are telling you. That's accomplished by sound financial planning & analysis.

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Given the unique operational background of Rise associates, we can serve as your "part-time CFO" to help you understand what the numbers are telling you and propose adjustments that will improve performance.

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Tax Preparation

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To complete your year-end tax accounting, Rise can prepare (or support you in preparing) your year-end closing in support of your annual tax fillings.

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Rise offers complete preparation of your annual tax returns using TurboTax. Rise associates have been preparing both personal and business tax returns for more than 15 years.

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Alternatively, we can work directly with your CPA and/or tax preparation person to minimize the amount of time you need to spend prepping and transferring information for taxes.

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