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Вміст надано Tracy Roesch Williams. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tracy Roesch Williams або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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#55 ~ Tax Services for Business with Lisa Bloomfield

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Manage episode 276018687 series 2380807
Вміст надано Tracy Roesch Williams. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tracy Roesch Williams або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

This episode is with Lisa Bloomfield coowner of Wasatch CPA Services Wasatch CPA specializes in offering accounting and tax services to businesses, with a specialty in construction and real estate businesses. A significant focus is on accounting CFO services for project and
segment profitability, job costing, bondable financial statement profitability, and communication to
management and owners about long-term decisions necessary for the growth of the business.

Lisa shared tips and tools for you business owners from her almost 2 decades of accounting experience working with private practice CPA's and being a self-employed accountant. 10 years of that was as an employee then partner in a firm specializing in accounting services to small municipalities.

Lisa finished her Master's Degree in Accounting in 2010, Bachelors in Accounting
from the University of North Texas in 2008. She held her IRS Enrolled Agent certification from 2004-2008.

Lisa has a ton of experience including all bookkeeping duties, fund and for-profit business accounting, corporate, business and individual tax return preparation, state tax filings (CA, TX) including franchise tax, sales tax, and payroll tax; payroll tax return filing. Lisa's duties have included CPA compilation and write-up services, amended tax returns, offer in compromise filings, QuickBooks maintenance, and training. 20 Years of both desktop and online QuickBooks experience, QB ProAdvisor for most of my career.

During our interview, I could tell Lisa is result-oriented, needing minimal direction, and willing to hunt down any answers, information, or training necessary for completing my work.

For questions with your bookkeeping or taxes, reach out to Lisa. She can help you and or find the help you are wanting! Here is Wasatch CPC's Facebook Page and website http://www.wasatchcpaservices.com/

Thank you for listening and please remember to subscribe and share with your friends!

Check out Alaska Tracy's Visions to Profits Women's Membership to connect with like-minded women looking for calmness, clarity and prosperity.

  continue reading

78 епізодів

Artwork
iconПоширити
 
Manage episode 276018687 series 2380807
Вміст надано Tracy Roesch Williams. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tracy Roesch Williams або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

This episode is with Lisa Bloomfield coowner of Wasatch CPA Services Wasatch CPA specializes in offering accounting and tax services to businesses, with a specialty in construction and real estate businesses. A significant focus is on accounting CFO services for project and
segment profitability, job costing, bondable financial statement profitability, and communication to
management and owners about long-term decisions necessary for the growth of the business.

Lisa shared tips and tools for you business owners from her almost 2 decades of accounting experience working with private practice CPA's and being a self-employed accountant. 10 years of that was as an employee then partner in a firm specializing in accounting services to small municipalities.

Lisa finished her Master's Degree in Accounting in 2010, Bachelors in Accounting
from the University of North Texas in 2008. She held her IRS Enrolled Agent certification from 2004-2008.

Lisa has a ton of experience including all bookkeeping duties, fund and for-profit business accounting, corporate, business and individual tax return preparation, state tax filings (CA, TX) including franchise tax, sales tax, and payroll tax; payroll tax return filing. Lisa's duties have included CPA compilation and write-up services, amended tax returns, offer in compromise filings, QuickBooks maintenance, and training. 20 Years of both desktop and online QuickBooks experience, QB ProAdvisor for most of my career.

During our interview, I could tell Lisa is result-oriented, needing minimal direction, and willing to hunt down any answers, information, or training necessary for completing my work.

For questions with your bookkeeping or taxes, reach out to Lisa. She can help you and or find the help you are wanting! Here is Wasatch CPC's Facebook Page and website http://www.wasatchcpaservices.com/

Thank you for listening and please remember to subscribe and share with your friends!

Check out Alaska Tracy's Visions to Profits Women's Membership to connect with like-minded women looking for calmness, clarity and prosperity.

  continue reading

78 епізодів

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