Accounting Overhaul 

 August 11, 2023

By  Joshua Jordan

Accounting Overhaul: How to Have a CPA Fix Your Bookkeeping System For You

If you are a small business owner, you probably know you’re supposed to have a good bookkeeping system. 

But when you go to set up a bookkeeping system for your small business, it’s really hard to tell whether you got it right or not if you aren’t an accountant. 

You might be using the wrong software, the wrong categories, or the wrong methods. And that can lead to a lot of problems down the road.

Bad books can lead you to make costly mistakes, miss opportunities, and keep you trapped year-after-year in the purgatory of not knowing what your tax bill will be until your CPA can untangle the common mistakes that so many small businesses make.

Good books, on the other hand, let you make better financial and budgeting decisions because you have accurate information at your fingertips. But maybe the best part about a good bookkeeping system is that it can turbo-charge the turnaround time for your tax returns, and give you such a clear picture of what to expect tax-wise, that you’re not stressed about them at all.

That’s why I created the Accounting Overhaul service, a one-time intervention to overhaul your bookkeeping system and create a solid foundation for you to build on. I will dive into your books and reconfigure them according to the best practices and standards for your industry and business type. I will also provide you with the resources to either run it yourself or outsource it to a bookkeeper effectively.

Who is This For?

Business owners who:

  • Want to skip years of trial-by-error and just do things right the first time

  • Are tired of going back and forth with their CPA trying to sort out the same mistakes every year

  • Know their books are a mess and want someone to un-mess them

  • Want more accurate tax projections that they can plan around

  • Have been stung by an unexpected tax bill they couldn’t see coming when they looked at their books

What You Will Get from the Accounting Overhaul Service

The Accounting Overhaul service is designed to help you get benefits like:

  • Your tax returns can be done faster, with less delays and confusion during tax season

  • Increased ability to make the right decisions by improving the accuracy of your key numbers

  • Avoid the most common bookkeeping mistakes that can lead to huge surprise tax bills if you wait for your CPA to catch them in tax season

  • Customized cheat-sheet for consistent data entry by you or your bookkeeper

  • Checklist of accounting tasks - Whether you plan to DIY or outsource, you’ll know what to make happen

Why Trust Joshua Jordan CPA for Accounting Overhaul?

I’ve spent over a decade working with small business owners on tax strategy and preparing and filing tax returns. 

I know the common bookkeeping mistakes that drive people crazy, and I can see the connection between your financial reports and your tax returns in ways that bookkeepers often aren’t thinking about.

If it takes months to get your tax returns done, and you’re tired of going through each year wondering exactly how much taxable income your business is generating, Accounting Overhaul could be just what you need to get on track.

I’ll fix your system, tell you how to keep it running, and check in with you on the key transactions that need to be especially accurate to make sure that you (or your bookkeeper) have it all figured out.

How to Get Started with the Accounting Overhaul Service

If you’re already a client of Joshua Jordan CPA Inc, email [email protected] or call (541) 639-3598, and we’ll set up a short call to make sure this service is right for you and answer any questions you have.

Not a client already?

Because the right tax advice isn’t one-size-fits-all, we only offer tax advice to clients.

That allows us to invest the time we need to understand your specific situation, goals, and available resources so we can offer the advice that helps you make measurable progress towards meaningful goals.

We are currently accepting a limited number of new clients, click here to learn more about who we work with, and our unique approach to managing taxes.

Joshua Jordan

Hey! I'm Joshua and I'm on a mission to help 100 entrepreneurs save at least 10k on their taxes every year.

I am not the author of any bestselling books (yet), and it would be silly to follow me on social media because I'M A TAX ACCOUNTANT, not a professionally-good-looking entertainer/influencer.

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