Lakesite Bookkeeping & Accounting Services
Our Approach
Our steadfast dedication to transparent communication, straightforward explanations, and consistent professionalism makes working with us unique.
We aren’t here to overwhelm you with accounting jargon. Instead, we aim to provide an understandable approach that is rooted in the goals of your business. Our strength lies in our precision at the micro-level, harmonizing the meticulous details with the broad strategic objectives on the path to success.
We partner with clients nationwide and are proficient with leading software platforms such as Quickbooks Online, Xero, and Freshbooks.
HOW WE HELP YOU
Solo-Entrepreneurs
Analyze the transition from hobby to profitable business
Coach you through the path of early growth
Establish guidelines for income & expense tracking
Estimate quarterly self-employment taxes
Small Business With Employees
Separate multiple streams of income for reporting
Record daily business activity in accounting software
Evaluate profitability by income stream
Prepare monthly financial reporting & consultation
Enterprises
Oversee the team that records your income and expenses
Create & post monthly journal entries
Serve as the liaison between business owners & CPAs
Design custom solutions based on your business needs
Additional Services
Bank & credit card reconciliations
Chart of Accounts design & maintenance
Monthly or Quarterly financial statement reporting & consultation
Personal budget coaching
