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

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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

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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.