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Small Business Accounting
& Tax Preparation

A FULL-SERVICE CPA FIRM FOCUSED
ON SMALL BUSINESS CLIENTS

Welcome to Terri Johnson CPA LLC.  I provide the simplicity and convenience of virtual accounting and tax preparation services and am able to work with clients all over the United States.  I have over 20 years of experience in public accounting and have helped thousands of small business owners get started and put processes in place to manage their finances and save taxes.  

 

Bookkeeping Assistance: 

  • Creating systems & processes to run your business

  • Set-up & reconciliation of QuickBooks files to automate some of the bookkeeping tasks for you

  • Set-up of payroll with a trusted 3rd party provider to automate payroll tax payments and required tax filings

  • Review of accounting records & preparation of financial statements for financial & tax planning & budgeting purposes

  • Preparation of reports requested by banks when you're growing your business & requesting outside funding

 

Financial Statement Preparation & Tax Planning: 

  • Tax preparation (including all business & individual tax filings)

  • Tax planning to ensure your quarterly tax payments are accurate & timely

  • Resources to educate you on employee issues, current tax regulations, and efficiencies you can implement to run a more efficient & profitable business

Secure Portal & Paperless Document Delivery: 

  • Individual client portals with 2-factor authentication to keep your data secure

  • Encrypted messages within TaxDome to allow the secure delivery of sensitive information

  • A convenient phone app to allow uploading of documents directly to your portal using your phone's camera

Focused & One-on-One Attention

  • Online calendar available 24/7 to allow scheduling of virtual meetings or phone calls that fit your busy schedule

  • Fully focused time & attention on your financials and tax returns as I work - I gladly return all calls and messages in between tasks

  • My YouTube channel goes in-depth to give you detailed guidance so you understand WHY certain deductions are allowed (or disallowed) on your return.

Accountant

My Clients Are...

Business Owners & Landlords

I focus on small businesses and rental property owners. If you fee like you're too small for other CPA firms, you're exactly the right fit for my practice.

No question is a silly question and I'm always trying to find ways to answer those before you even know you need to ask them!

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Appreciative of the Convenience of Scheduled Meetings & a Secure Portal

Scheduling meetings allows me to fully focus on your project without numerous distractions (especially during the busy season).  No one wants an incorrect return prepared by a tired & distracted CPA! My online calendar allows you to schedule phone calls or virtual meetings your convenience.

My simple & secure portal allows me to share documents & communicate with you asynchronously so you can follow up with me when it fits your schedule. Get reminders of deadlines and payment due dates and have all of your documents at your fingertips 24/7. 

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Willing to Implement Proper Procedures

I don't expect small business owners to be accountants, or to know how to run QuickBooks. But I certainly appreciate when you're ready and willing to learn!

Knowing your numbers is the only way to operate & grow a profitable business. And Excel just won't do that if you have more than a simple side-gig.

Accounting Tasks

Individuals

I also prepare individual income tax returns, even if you don't have a small business or rental property. I prepare federal and state returns and will e-file everything for you. Returns are uploaded to your portal where you can sign everything electronically from the comfort & convenience of your home.

Filling Out Tax Form

You Don't Know What You Don't Know 

But that's what I'm here for! Look no further for resources to help you better understand finances and
how to run a more efficient & profitable business.
My educational resources offered through
Simply Stated Finances have you covered!

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YouTube Videos

My YouTube videos answer the FAQs I get from business owners & clients. There are a lot of quick questions, but few quick answers.

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Online Book Club

Become a member of Simply Stated Books online book club. We read & discuss books on finances, work/life balance & other topics important to small business onwers.

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Client Testimonials

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This was our first tax season working with Terri, and I have to say that I am thankful that I chose to work with her!  Here are some of the many reasons I am recommending them:

  • Terri's communication is awesome.  2021 was a crazier than normal tax season.  Terri did awesome, keeping all her clients updated through email communications.

  • The firm works with a system called TaxDome, which allowed us to upload everything through that system.  We also sent messages through this system, and all the tax documents I need for my records are uploaded.  No snail mail is needed.

  • The price I was charged for preparing my taxes is very fair.  I do not think you should have taxes done by any average Joe, so I am glad I found a great CPA.

Stay Connected

Terri Johnson CPA LLC

PO Box 465, Hollidaysburg, PA  16648

(814) 299-5505

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