Solving your bookkeeping headache.
Financial Umbrella provides a back-office solution tailored for service-based businesses and nonprofit organizations, encompassing company formation, tax, accounting, and bookkeeping services.
It's all included and more.
Your Own Dedicated Accountant
Transaction Categorization
Organized Monthly Financials
Business Analytics and KPIs
Quickbooks Online Subscription
Intuitive User Experience
1099 Tax Form Issuance
Business Bank Account
Featuring transparent pricing.
Everything in the Just Bookkeeping package, plus...
Everything in the Bookkeeping + Taxes package, plus...
Financial Umbrella brings years of experience.
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Our answers to your questions.
What do I need to know to start bookkeeping services?
I have three requirements that allow me to deliver the most accurate bookkeeping and accounting services:
(1) Electronic transaction access from your bank (most banks have this)
(2) Expense reporting software (we get you set up on Quickbooks Online)
(3) No commingling of personal expenses in your business - this is a big one!
Is there support included? Can I ask questions?
Absolutely! Support and questions are included in your plan, and actively encouraged. Bookkeeping and payroll are services that are very much a two-way street when it comes to communication, so I expect to develop communication with you on a regular basis.
Do you provide bookkeeping and payroll software?
Yes, I use industry-standard bookkeeping and payroll software that you will gain a subscription to as part of my services. For bookkeeping, I prefer Quickbooks Online as I am a Quickbooks ProAdvisor (meaning I am a licensed expert in everything to do with Quickbooks). For payroll, I usually use Gusto.
If you are already using a bookkeeping or payroll system you love, that's okay with me - provided that I know how to use it so we can work together! I help clients with Quickbooks Online, Xero, Freshbooks, Wave, Gusto, ADP, OnPay, and more.
Can I migrate from another accounting system?
Yes, I have done this for a number of clients, but it may not be necessary. If you're already working with a system and love it, I wouldn't dream of making you switch - as long as I am familiar with it! I prefer to set up new clients on Quickbooks Online, but also work with Xero, Freshbooks, and Wave.
Does Financial Umbrella handle W-2 and 1099 forms?
Sure do! If you have payroll services with me, that includes preparation, filing, and mailing of W-2 forms, as well as 1099 forms for contractors paid through your payroll software package. If you have bookkeeping services with me, that includes preparation, filing, and mailing of 1099 forms to all necessary vendors and independent contractors. I can also provide 1099 services even if your books aren't done by Financial Umbrella - I would just need some extra information from you to ensure everything is up to snuff.
Does Financial Umbrella handle sales tax filings?
Yes! I can handle filing sales and use tax returns for your business, no matter how many states you do business in!
What types of businesses do you work with?
Financial Umbrella works exclusively with service-based businesses, entrepreneurs, and nonprofit organizations. This may include (but is not limited to) medical providers, restaurants, online creators, influencers, entrepreneurs in the service industry, janitorial providers, and other professional service providers.
I do not work with businesses whose main purpose is to sell products.