Frequently Asked Questions
General FAQ
You can use the Contact Me page, email me at jill @ jillflintoncpa.com, or call/text me at 518-460-5165.
I am authorized to prepare and electronically file tax returns. However, tax return preparation is reserved for my current clients, as we will also work together throughout the year.
I tailor my rates to what you need, and will put a rate bundle together as appropriate. I offer free consultations via phone, video chat, or local meeting to discuss your needs.
An accountant will provide financial analysis of your transactions and financial reports. A bookkeeper does the data entry and report generation. In many cases, a bookkeeper and an accountant work together. You can read more about the differences at my LinkedIn article.
As a business owner, an accountant can assist you with business planning, ensuring you have sufficient funds to expand your business. As an individual, an accountant can work with you on planning for major purchases and with your financial advisor to ensure your retirement and future financial needs are appropriate for you and your individual situation.
Individuals & Families
I can help you identify some ways to save money or make extra money.
I can help restructure your cash flow.
I can help you find small pockets of money.
I will help you create one using your actual expenses.
I am happy to keep you on target with monthly, bi-monthly, or quarterly check-ins.
Small Business & Sole Proprietors
I will use your records to create periodic (monthly, quarterly, yearly) financial statements.
I can help prepare the financial information for the application and help monitor the repayments.
I can create them using your current operations or update them to better fit your business.
I will review your financial information and provide suggestions for improvements or suggestions to help your business grow.
We will work together to find the best option for you and get you set up and trained on how to use it.
Direct Sales & Network Marketers
I can help get them organized and classified appropriately.
I will provide you with some suggestions that fit your life and your budget.
I will review your prior tax return and your expenses to make sure everything this categorized correctly for tax purposes
I will put a training course together for you, based upon your company, and teach your team.
As a business owner, an accountant can assist you with business planning, ensuring you have sufficient funds to expand your business. As an individual, an accountant can work with you on planning for major purchases and with your financial advisor to ensure your retirement and future financial needs are appropriate for you and your individual situation.