Services

What I do

Monthly Bookkeeping Services

Bookkeeping

Stay on top of your finances with consistent, accurate bookkeeping. I handle the day-to-day financial tracking so you can focus on running your business with confidence.

Book Cleanup

Behind on your book? I help bring your financial records up to date and correct any errors so your reports are accurate and reliable.

Whether you’re months or years behind, I’ll get your books cleaned up and organized properly

quickbooks Setup

quickbooks setup & System Organization

Start your business off the right way with a properly structured accounting system. I set up your Quickbooks account, chart of accounts, and workflows to match your business needs.

This ensures accurate tracking from day one and makes ongoing bookkeeping much more efficient.

Inventory & Cost Tracking

For businesses that manage products or inventory, I help implement systems to track cost, monitor usage, and calculate cost of goods sold.

This gives you better control over your margins and help you make smarter purchasing and pricing decisions.

customized Chart of Accounts

A fully structured chart of accounts tailored to your business, allowing you to accurately track income, expenses, and profitabilty.

Book closing services

includes

Bank & credit card reconciliation
Unadjusted trial balance
Adjusting journal entries
Adjusted trail balances
Financial Statements (P&L, Balance Sheet)

"Let's talk numbers"

Ensure your financials are accurate, complete, and ready for decision-making each month. My book closing services focus on reviewing and finalizing your financial records so you can rely on your reports with confidence.

I go beyond basic bookkeeping by making necessary adjustments, reconciling accounts, and preparing clean, organized financial statements that reflect the true performance of your business.

Filing Your Tax Returns

I know as well as you do that filing taxes is not getting any simpler. It feels like every day brings a new rule, practice, or case law decision to keep track of, making staying on top of tax filing almost a full-time job. And for professionals juggling expertise in multiple areas, it can be downright overwhelming. That is where I come in. By employing Jonathan Lacy’s services, you can bring ease and expertise to the tax filing process because I can handle the complexities so you do not have to. With years of experience in this field, I have developed a deep understanding of what it takes to file accurately and efficiently. I am fully dedicated to delivering the highest quality service and making sure your tax filing experience is as smooth and stress-free as possible.

Efficient Tax Planning

When it comes to tax planning, there are some powerful strategies that can make a real difference in your business’s financial health. Approaches like leveraging instant asset write-offs, maximizing small business tax concessions, and income splitting can bring immediate benefits to your bottom line. But honestly, that is only scratching the surface.
At Johnthan Lacy, I make it my mission to tailor these strategies to suit the unique needs of your business. My goal is to ensure you are not only meeting tax compliance requirements but also making the most of every opportunity to boost your financial potential.
As you explore further, you will find valuable insights into how smart tax planning can reshape your the financial outlook of your business. Let’s dive into the tax planning strategies that can elevate your business this year and set the stage for future growth.

Personalized Financial Reporting

I believe customized financial reporting should be straightforward and accessible, especially with the right team by your side. I take a hands-on, practical approach, starting with setting up a solid bookkeeping system tailored to your business needs.
Then, I make sure your bookkeeping is always up-to-date, so you can trust the accuracy of your data, no matter the purpose of your financial reports. When you work with me, you can be confident that your financial insights are not only reliable but truly tailored to support your goals.

Seamless Payroll Processing

Handling payroll can be a time-consuming task that pulls you away from running your business. Let me take that off your plate. Whether you need weekly, bi-weekly, or monthly payroll support, I am here to ensure everything runs smoothly, accurately, and on time. You can focus on what you do best, knowing that your payroll requirements are in good hands.

Organized Account Receivables And Payables

Managing accounts payable and receivable can easily become a time-consuming hassle. As a bookkeeper, this is what I do best. Let me handle the details, so you can focus on growing your business. With me and my team on board, you can rest easy knowing your payments and invoices are organized, tracked, and taken care of right on schedule.

Smart Budget Planning

Indeed, well-crafted financial budgets and forecasts give management greater control over operating costs and play a crucial role in boosting a company’s profitability. However, many small businesses simply do not have the time or expertise to properly prepare and leverage these tools. That is where we come in.

I specialize in creating realistic and flexible budgets and projections that can be adapted as needed. I will work closely with you to develop detailed annual budgets supported by the data that matters most to your business.

My forecasting methods are designed to account for expected fluctuations, which makes sure that your budget stays on track no matter what comes your way.

My services include, but are not limited to:

Industry Trend Analysis and Benchmarking
Cash Flow Forecasting
Revenue Forecasting
Budget Modelling
Monthly Budget Reporting and Comparisons

Accurate Bank Reconciliation

Bank reconciliation is an essential part of keeping your business’s financials accurate and up to date. It is the process of matching your business records with the transactions listed on your bank statement to ensure every cent is accounted for. While it sounds straightforward, it can become time-consuming and sometimes overwhelming, especially with the daily demands of running a business. That is where I come in. I will take the hassle out of bank reconciliation by carefully matching and verifying each transaction and making sure your records are precise and in sync with your bank statements. Beyond just reconciling, I handle the allocation of day-to-day transactions, whether it is income, expenses, or adjustments, so your books stay accurate, organized, and ready for whatever comes next. You will have peace of mind knowing your finances are in expert hands, freeing you up to focus on growing your business.

Meeting Growing Business Finance Needs

Financial planning is essential for making sure your finances are set up to support both your current goals and your future aspirations. It is about creating a roadmap that positions you, your family, and your business for financial security and success. I am here to help you get there by offering a full spectrum of wealth creation and retention strategies designed to keep you in an optimal financial position at every stage of life. Whether you are looking for insurance protection, retirement planning, or a comprehensive financial strategy, I will work closely with you to understand your unique needs and objectives. Together, we will build a personalized plan that not only supports your present lifestyle but also safeguards your future.

Assisting In Business Formation

A well-prepared business plan is more than just a document; it is a roadmap to success. It helps define the strategies that will guide your business forward and allows you to forecast cash flow, which is crucial for understanding how your business will perform financially. By working together, I can help you create a comprehensive business plan that not only outlines your vision but also sets practical, actionable goals to achieve that vision. Once your plan is in place, I will assess it thoroughly, providing honest, independent feedback on its potential viability. This step is essential because it gives you a clear understanding of where your business stands, what areas need refinement, and where you can enhance your approach. My goal is to ensure that you are not only prepared but also positioned for long-term success. With a solid business plan, you will have the foundation needed to confidently move forward and build a thriving business.

Free Estimation

Request A Quote

Ready to get your books organized and your finances on track? Request a quote today and let’s discuss how I can support your business with reliable bookkeeping and financial reporting.