
Small Business Accounting
& Tax Preparation
A NEXT-GENERATION ACCOUNTING FIRM
FOR NEXT GENERATION BUSINESSES
Working with an accountant has never been easier or more convenient!
Welcome to Terri Johnson CPA LLC. This is not your typical brick and mortar CPA firm. I've removed the traditional boundaries to allow clients to work with me when and where it's most convenient. Make appointments online that fit your schedule, upload documents when it's convenient for you, and chat securely via my secure app and online portal whenever you have a question.
Bookkeeping Assistance:
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Creating systems & processes to run your business
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Set-up & reconciliation of QuickBooks files to automate some of the bookkeeping tasks for you
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Set-up of payroll with a trusted 3rd party provider to automate payroll tax payments and required tax filings
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Review of accounting records & preparation of financial statements for financial & tax planning & budgeting purposes
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Preparation of reports requested by banks when you're growing your business & requesting outside funding
Financial Statement Preparation & Tax Planning:
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Tax preparation (including all business & individual tax filings)
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Tax planning to ensure your quarterly tax payments are accurate & timely
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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:
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Individual client portals with 2-factor authentication to keep your data secure
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Encrypted messages within TaxDome to allow the secure delivery of sensitive information
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A convenient phone app to allow uploading of documents directly to your portal using your phone's camera
Focused & One-on-One Attention
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Online calendar available 24/7 to allow scheduling of virtual meetings or phone calls that fit your busy schedule
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Fully focused time & attention on your financials and tax returns as I work - I gladly return all calls and messages in between tasks
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My YouTube channel goes in-depth to give you detailed guidance so you understand WHY certain deductions are allowed (or disallowed) on your return.

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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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Enjoy 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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Are Ready to Implement Simplified & Time-Savings 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.
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Are 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.
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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 Inc have you covered!
Small Business Spreadsheet
Some business owners just aren't ready for the ongoing costs of bookkeeping systems such as QuickBooks. And the free or inexpensive ones often don't offer the tools you need. This downloadable spreadsheet was created for solopreneurs and LLCs that need a simple, yet comprehensive, approach.