Services
Services Designed to Meet You Where You Are
Every business starts from a different place. You may need ongoing support to keep your books current, help working through months or years of financial records, or a better system for managing your business finances moving forward.
You may also be looking for thoughtful tax preparation from someone who takes the time to carefully review your information and ask questions when clarification is needed.
At Counting Olives, services are designed around what you actually need, not a one-size-fits-all package.
Monthly Bookkeeping Services
Stay organized without carrying the bookkeeping alone.
As your business grows, keeping up with your financial records can become one more responsibility competing for your time and attention. Monthly bookkeeping provides ongoing support to help keep your records organized, reconciled, and up to date so you have a clearer picture of what is happening in your business.
Depending on your needs, monthly bookkeeping may include:
*Transaction review and categorization
*Bank and credit card reconciliations
*Review of unusual, missing, or inconsistent activity
*Monthly financial reports
*Ongoing communication and questions as needed
*Support keeping your records organized throughout the year
Best for: Business owners who want consistent, ongoing bookkeeping support rather than trying to catch up at year-end or tax time
Cleanup & Catch-Up Bookkeeping
Behind on your books? Unsure whether the numbers are right? Start with where you are.
Sometimes bookkeeping falls behind because life gets busy. Other times, the books may be current, but something simply does not look right. Cleanup and catch-up work is designed to help identify what needs attention, work through prior periods, and create a more reliable financial picture moving forward.
Depending on your situation, this may include:
*Catching up prior months or years
*Reviewing existing bookkeeping for inconsistencies
*Reconciling bank and credit card accounts
*Investigating unusual or unsupported balances
*Correcting transaction classifications
*Reviewing owner contributions, draws, and transfers
*Addressing prior-period bookkeeping issues
*Preparing records for tax filing or ongoing bookkeeping
Because every cleanup is different, scope and pricing are determined after learning more about the condition and complexity of the books.
Best for: Business owners who are behind, concerned about the accuracy of their records, preparing for tax filing, or ready to start fresh with more reliable books.
Tax Preparation
Thoughtful, thorough tax preparation with attention to the details.
Tax preparation is more than entering numbers into software. A complete return begins with carefully reviewing the information provided, comparing what is available, identifying items that may be missing or inconsistent, and asking questions when clarification is needed.
I prepare individual tax returns, including select returns involving:
*W-2 and retirement income
*Investment income
*Sole proprietors and Schedule C businesses
*K-1 income
*Rental properties
*Schedule E income
*Hawaii small business tax considerations
My approach is careful and analytical, with a focus on understanding the information behind the return rather than simply moving documents through a system.
Tax engagements are accepted based on fit, complexity, and current capacity. Current-year extended returns are considered on a limited, case-by-case basis.
Business Financial Setup & Support
Build a practical system before financial recordkeeping becomes overwhelming.
Not every small business needs full-service monthly bookkeeping right away. Some business owners need help creating a clear, manageable way to track income, expenses, transfers, owner activity, and other financial information.
Business financial setup and support may include:
*Reviewing your current recordkeeping process
*Creating or improving a bookkeeping spreadsheet
*Organizing income and expense categories
*Establishing a practical recordkeeping routine
*Helping separate business activity from personal activity
*Identifying what financial information should be tracked
*Creating a clearer process for staying organized throughout the year
Best for: New or small business owners who need structure and guidance but may not yet need ongoing monthly bookkeeping.
Not Sure What You Need?
You do not need to diagnose the problem before reaching out.
If you know your books need attention, you are looking for ongoing support, or you need help determining the right next step, we can start with a conversation about what is happening now. From there, I can help determine whether my services are a good fit for your needs.
