AB Money Matters, LLC offers a wide variety of different bookkeeping and consultation services to ensure all your business needs are met. We are able to custom tailor services to each client to address a wide range of issues from complex business matters to day-to-day bookkeeping questions.
The professionals at AB Money Matters, LLC are experienced to address the varied and constantly changing needs of our clients. We provide traditional bookkeeping and tax services in order to fulfill the basic client needs of staying in compliance with the Internal Revenue Service, State Governmental Agencies, and financing companies. In addition, we provide consulting services which allow your business to grow and operate more efficiently to provide the best return on your revenues.
At AB Money Matters, LLC we want to become a trusted advisor who you are able to look to for all business and personal needs.
Return your focus to growing and strengthening your business and allow AB Money Matters, LLC to help alleviate the stress and time commitment required to manage your bookkeeping and taxes. The following is a summary of the services we provide. Please contact us with Any questions or for additional information.
Bookkeeping Services
Bookkeeping services include all activities related to the daily, weekly, and monthly data entry, basic journal entries, and all other tasks normally performed by internal accounting client staff.
ON-SITE BOOKKEEPING – This option is best suited for those businesses that need access to their software and company data file daily. We will work at your location on a regular schedule with your own computer equipment. This schedule can be modified according to your needs; less frequently during slow perioeds and more frequently during your busy season. This option is available to all businesses in the McKinney, Plano & Richardson areas. Outside of this area there would be additional mileage and travel costs.
OFF-SITE BOOKKEEPING – This option offers a greater flexibility and cost savings to a variety of businesses. All work is performed in our offices using our computers and software. You forward on to us the necessary bank statements, check registers, etc, and we either enter the data into QuickBooks or review and adjust the entries you have made into QuickBooks. Using a secure on-line file serving software, you still have daily access to your QuickBooks database. It is the best of both worlds!
Regardless of whether you choose On-Site or Off-Site Services, you will be provided with:
- Professional, accurate, and efficient bookkeeping – because that is what we do best!
- Full support for any bookkeeping issues and questions that may arise
- Enhanced profitability – you will have more time to focus on building and strenghtening your business relationships
- Peace of mind, less stress and more time – all your bookkeeping needs are being taken care of, allowing you to focus your attentions on your business and your life!
Tax Compliance & Planning
Both business and individual clients constantly need to stay on top of the ever changing tax law. At AB Money Matters, LLC we have the tools and the professionals to provide our clients with proper planning to take advantage of any changes in the tax law. Planning along with the understanding of complex tax issues allows for the most advantageous result when our client’s tax return is filed.
Tax Preparation Services
- Personal Income Tax Returns – Form 1040
- Business Income Tax Returns
- Corporate Income Tax Returns – Form 1120
- S Corporation Income Tax Returns – Form 1120S
- Partnership Income Tax Returns – Form 1065
- Fiduciary/Trust Income Tax Returns – Form 1041
- Non-Proft Returns – Form 990
- State and Federal Payroll Tax Returns
- Texas Sales & Use Tax Returns
We want to be more than just your tax preparer. We want to also be a friend and ally. We’ll do everything we can to make you feel comfortable. And we’ll try our best to take the pain out of tax filing.
Management Services
Management Services include tasks normally carried out by business owners and/or managers. These services generally include:
- Initial assessment of Client’s accounting system and “clean up” reconciliations of accounts
- Monthly reconciliation and adjustment of the trial balance to ensure that the general ledger accounts reflect accurate balances (See our detailed list of services available)
- Inform client staff on procedures needed to correctly record entries and close the company’s books in a timely matter
- Discuss the software produced financial statements with key personnel to address areas of concern and/or improvement
- Questions and phone calls that occur throughout the month
The completed work product under these services will be an accurate trial balance inside your computer system, thus allowing you to print your own financial statements.
AB Money Matters, LLC also offers other specialty services such as budgets, software conversions/training, business plan assistance, projections, and other special projects.
Start-Up Consulting
AB Money Matters, LLC’s start-up consulting services provide new businesses the opportunity to gain valuable advice from an experienced professional when starting. Our consulting services consist of aiding in entity selection and creation, IT needs, to choosing a contracter for finish out. With our experience in starting and working with start-up businesses as well as our extensive list of contacts, we are able to help new businesses get off to the right start while saving them a significant amount of money by making sure things are done correctly from the beginning.
Competitive Pricing
At AB Money Matters, LLC we understand that different stages of a business and personal life require different levels of professional services. We look to have life-long relationships with our clients who can depend on us for fair pricing and quality service when they are in the early stages of development up to the mature stages of life. Our unique pricing structure allows us to service a wide variety of clients in various different stages of development. Contact us and let us determine together what the proper fit of service and pricing is for your business or personal life.