We Offer a Wide Range of Accounting Services
At Lionshead Bookkeeping, we provide a comprehensive suite of accounting services tailored to meet the diverse needs of businesses of all sizes. Whether you're looking for help with bookkeeping, payroll, tax preparation, or financial reporting, our expert team is here to assist you every step of the way. Our services are designed to streamline your financial processes, save you time, and ensure the accuracy and compliance of your financial records.To make it even easier for you, we offer packaged deals that combine our services at discounted rates, helping you save money while getting the full support your business needs.
OUR SERVICES
BOOKKEEPING
Accurate and organized bookkeeping is essential for a solid financial foundation. Our team ensures that your books are in order, giving you peace of mind to focus on your business.
TAX PLANNING
Navigating tax regulations can be complex. We offer comprehensive tax planning services to optimize your tax position and minimize liabilities.
TAX PREPERATION
Our professional tax preparation services simplify the process of filing your taxes, ensuring accuracy and compliance with current tax laws.We help individuals and businesses organize financial documents, identify eligible deductions and credits, and maximize tax savings.
CLEAN-UP ACCOUNTING
Our clean-up accounting services are designed to help businesses organize and streamline their financial records. Whether your books are outdated, disorganized, or incomplete, our team of experts will review, reconcile, and correct your accounts to ensure accuracy and compliance.
PAYROLLÂ SERVICES
Simplify your payroll process with our comprehensive payroll services. We handle everything from calculating employee wages and tax withholdings to processing direct deposits and ensuring compliance with local, state, and federal regulations.
INVOICE & BILL PAY MANAGEMENT
Stay on top of your cash flow with our professional invoice and bill pay management services. We streamline your accounts payable and receivable processes by creating, sending, and tracking invoices, as well as ensuring timely payment of bills.
FRACTIONAL CFO SERVICES
Our CFO services are designed to provide strategic financial leadership and support, helping you make informed decisions for your business's future.
BOOKKEEPING
​Our professional bookkeeping services are designed to give businesses of all sizes accurate, organized, and up-to-date financial records. We take the stress out of managing your books, so you can focus on growing your business. With our expertise, you’ll have the financial clarity you need to make informed decisions and stay compliant with tax and regulatory requirements.
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What We Offer:
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Daily Transaction Recording:
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Track and record all financial transactions, including sales, purchases, and expenses.
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Ensure your accounts are always up-to-date and accurate.
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Bank and Credit Card Reconciliation:
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Match your financial records with bank and credit card statements to ensure accuracy.
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Identify and resolve discrepancies to maintain clean, reliable books.
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Accounts Payable and Receivable Management:
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Monitor and manage invoices, payments, and outstanding balances.
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Ensure timely billing and collections to optimize cash flow.
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General Ledger Maintenance:
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Organize and maintain your general ledger for clear and precise financial reporting.
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Record journal entries and adjustments as needed.
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Expense Tracking and Categorization:
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Categorize and track expenses to identify cost-saving opportunities.
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Provide detailed reports for budgeting and tax preparation.
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Monthly Financial Reporting:
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Deliver accurate profit and loss statements, balance sheets, and cash flow reports.
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Provide insights into your financial health and business performance.
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Customized Bookkeeping Solutions:
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Tailor our services to meet the unique needs of your business.
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Flexible support for specific industries and business models.
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Why Choose Our Bookkeeping Services?
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Accuracy: Our meticulous approach ensures your financial records are error-free.
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Time-Saving: Free up your time by outsourcing your bookkeeping tasks to professionals.
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Compliance: Stay on top of regulatory requirements with expertly managed books.
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Scalable Support: Whether you’re a startup or an established business, our services grow with you.
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Expert Advice: Gain valuable insights into your finances to make better business decisions.
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Partner with us for reliable and efficient bookkeeping services and experience peace of mind knowing your finances are in expert hands.
TAX PLANNING
​Our tax planning services are designed to help individuals and businesses minimize their tax liability and maximize savings through proactive, strategic planning. With a deep understanding of current tax laws and regulations, our team ensures you’re taking advantage of all available deductions, credits, and planning opportunities, allowing you to achieve your financial goals while staying fully compliant.
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What We Offer:
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Personalized Tax Strategies:
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Develop customized tax strategies tailored to your specific financial situation and goals.
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Align your tax plan with both short-term and long-term objectives.
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Tax Minimization Planning:
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Identify opportunities to reduce tax liabilities through deductions, credits, and exemptions.
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Implement strategies such as income deferral, expense acceleration, and tax-efficient investments.
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Business Tax Planning:
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Optimize your business structure (LLC, S-Corp, C-Corp, etc.) for tax efficiency.
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Provide guidance on depreciation, employee benefits, and business deductions.
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Estate and Gift Tax Planning:
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Create strategies to minimize taxes on wealth transfers to heirs or beneficiaries.
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Ensure compliance with estate tax laws while preserving family wealth.
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Retirement Tax Planning:
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Advise on tax-efficient retirement account contributions and withdrawals.
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Help you navigate complex rules for IRAs, 401(k)s, and other retirement plans.
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Year-Round Tax Advisory:
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Offer continuous tax planning services throughout the year, not just during tax season.
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Adapt strategies to changes in tax laws, your income, or financial circumstances.
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Industry-Specific Expertise:
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Provide specialized tax planning services for professionals, small businesses, and specific industries.
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Address unique tax challenges and opportunities based on your sector.
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Why Choose Our Tax Planning Services?
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Proactive Approach: Stay ahead with strategies that anticipate and adapt to tax law changes.
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Maximized Savings: Reduce tax liability and retain more of your earnings.
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Comprehensive Solutions: Address every aspect of your financial life with holistic planning.
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Compliance: Ensure full adherence to local, state, and federal tax regulations.
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Expert Guidance: Work with seasoned tax professionals who understand your unique needs.
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By partnering with us for tax planning services, you’ll gain the confidence and clarity to make informed financial decisions while minimizing taxes and achieving long-term financial success. Let us help you create a tax plan that works for you, not against you.
TAX PREPERATION
Our tax preparation services are tailored to make filing your taxes simple, accurate, and stress-free. Whether you’re an individual, a small business owner, or a large corporation, our team of experienced professionals ensures your tax returns are completed accurately and on time while maximizing deductions and minimizing liabilities.
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What We Offer:
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Individual Tax Preparation:
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Prepare and file federal, state, and local tax returns for individuals.
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Maximize refunds and ensure compliance with current tax laws.
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Business Tax Preparation:
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Handle corporate, partnership, and self-employment tax filings.
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Identify deductions and credits specific to your business operations.
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Multi-State Tax Filing:
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Assist with tax filings across multiple states for individuals and businesses.
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Ensure compliance with varying state tax regulations.
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Tax Compliance:
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Stay up-to-date with the latest tax laws and regulations to avoid penalties.
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Handle complex tax scenarios, such as foreign income or investments.
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Document Organization and Accuracy:
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Collect and organize all necessary financial documents, such as W-2s, 1099s, and expense records.
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Review and double-check your tax returns for accuracy and completeness.
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E-Filing Services:
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Electronically file your tax returns for faster processing and quicker refunds.
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Provide confirmation of submission and tracking updates.
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Amendments and Prior Year Filings:
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Correct errors on previously filed tax returns.
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Assist with filing tax returns for prior years to bring your records up-to-date.
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Tax Advice and Support:
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Offer guidance on tax-saving opportunities and planning for future tax seasons.
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Answer questions and provide insights into your tax situation year-round.
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Why Choose Our Tax Preparation Services?
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Accuracy and Expertise: Rely on our experienced team to handle even the most complex tax situations with precision.
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Time-Saving: Let us take care of the details so you can focus on what matters most.
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Maximized Refunds: Ensure you receive every deduction and credit you’re entitled to.
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Stress-Free Process: Enjoy a hassle-free experience with clear communication and ongoing support.
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Year-Round Availability: Access tax help whenever you need it, not just during tax season.
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Trust us to provide reliable and efficient tax preparation services that take the burden off your shoulders. With our expertise, you’ll have peace of mind knowing your taxes are in good hands.
CLEAN-UP ACCOUNTING
At Lionshead Bookkeeping, we understand that maintaining accurate and up-to-date financial records is essential for the smooth operation of any business. Our Clean-Up Accounting Service is designed to help businesses rectify accounting errors, streamline financial records, and ensure compliance with all relevant accounting standards.
Whether you’re catching up on overdue bookkeeping, reconciling discrepancies, or simply need to ensure your financials are in top shape, our expert team is here to support you every step of the way.
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What We Offer:
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Error Identification & Correction
We perform a comprehensive review of your accounting records to identify and correct errors, such as discrepancies in bank statements, missing transactions, or incorrect entries. Our team ensures all figures are accurate and properly categorized. -
Reconciliation Services
Our service includes thorough reconciliation of accounts, including bank accounts, credit cards, and other financial transactions, so you can have full confidence in the integrity of your financial records. -
Backlog Cleanup
If your business has fallen behind in its bookkeeping or accounting tasks, our team can help you catch up. We will organize your financial data, eliminate any backlogs, and ensure that your records are up-to-date. -
Financial Statement Review
We provide a detailed analysis of your financial statements to ensure they are consistent with accounting standards and offer an accurate picture of your business’s financial health. -
Tax Preparation & Compliance Assistance
Our service helps you prepare your books for tax season. We ensure that your records are compliant with tax laws and that your business is in good standing with the IRS or local tax authorities. -
Customized Solutions for Your Business
Every business is unique, and we tailor our clean-up process to meet your specific needs. Whether you're a small startup or an established enterprise, we adapt our services to suit your industry, size, and financial complexity.
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Why Choose Our Clean-Up Accounting Service?​
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Expertise & Experience: Our certified accountants have years of experience in tackling accounting challenges for businesses of all sizes and industries.
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Time-Saving: We take the burden of managing and cleaning up your accounting off your plate, allowing you to focus on what matters most – growing your business.
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Peace of Mind: With our service, you can rest easy knowing your financial records are accurate, complete, and in compliance with all regulations.
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Transparent Pricing: We provide clear, upfront pricing with no hidden fees, ensuring that our services fit within your budget.
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Don’t let accounting errors or outdated records hold your business back. Reach out to [Your Company Name] today to schedule your Clean-Up Accounting Service and get your financials back on track!
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PAYROLL SERVICES
At Lionshead Bookkeeping, we understand that managing payroll can be one of the most time-consuming and complex tasks for any business. Our Payroll Service is designed to take the burden off your shoulders, ensuring that your employees are paid accurately and on time, while keeping you in compliance with all local, state, and federal regulations.
We offer a complete, end-to-end payroll solution that handles every aspect of payroll processing, from calculating wages to filing taxes, so you can focus on what you do best—running your business.
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What We Offer:
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Comprehensive Payroll Processing
Our team handles all aspects of payroll, including calculating employee wages, deductions, and overtime. We process payroll on a schedule that suits your business—whether weekly, bi-weekly, semi-monthly, or monthly. -
Tax Calculations & Filings
Payroll taxes can be confusing, and failing to comply with tax laws can result in costly penalties. We ensure that all federal, state, and local taxes are accurately calculated, withheld, and filed on time, giving you peace of mind. -
Direct Deposit & Check Issuance
We provide convenient direct deposit services, so your employees can receive their pay directly into their bank accounts. If preferred, we also issue physical checks, ensuring employees have their compensation delivered in the most convenient way for them. -
Employee Benefits Management
In addition to salary and wages, we can help manage employee benefits such as health insurance, retirement plans, and other deductions. We ensure all benefits are administered correctly and reflected in each employee’s paycheck. -
Payroll Reporting & Statements
Our service includes detailed payroll reports, which can be customized to meet your needs. You will receive regular statements outlining earnings, deductions, taxes, and benefits. These reports are essential for tax filings and can also be used for business analysis. -
End-of-Year Tax Forms
We handle the preparation and distribution of year-end tax forms such as W-2s and 1099s, ensuring they are completed accurately and delivered to your employees and tax authorities on time. -
Compliance & Regulatory Updates
Payroll laws and regulations are constantly evolving. Our team stays up-to-date on all relevant changes, including minimum wage rates, tax regulations, and labor laws, ensuring your business stays compliant at all times. -
Customized Payroll Solutions
We understand that every business is unique, and we offer customizable payroll services that fit your company’s specific needs. Whether you have full-time employees, part-time workers, or contractors, we tailor our services to accommodate all types of payroll requirements.
Why Choose Our Payroll Service?
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Accuracy & Reliability: Our experienced payroll professionals ensure that every paycheck is accurate, timely, and in compliance with the latest regulations.
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Save Time & Reduce Stress: Outsource your payroll processing to us and free up valuable time that you can dedicate to growing your business.
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Scalability: Whether you have a small team or a large workforce, our payroll service can scale to meet your needs as your business grows.
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Security & Confidentiality: We take data security seriously and implement industry-leading measures to protect your business and employee information.
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Transparent Pricing: We offer clear, upfront pricing with no hidden fees, so you can budget effectively for your payroll needs.
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Let us handle your payroll so you can focus on what really matters—running your business. Contact us today to learn more about our comprehensive Payroll Service and how we can support your business.
INVOICE & BILL PAY MANAGEMENT
Managing invoices and bills is crucial to maintaining a smooth cash flow and healthy financial standing for your business. Our Invoice and Bill Pay Management Service takes the stress out of tracking and processing payments, ensuring that all your bills are paid on time and your invoicing process runs efficiently. We help you stay organized, reduce the risk of late payments, and ensure that your business’s financial operations are running at their best.
Whether you’re dealing with recurring bills or one-time invoices, our comprehensive service streamlines both ends of your accounts payable and receivable processes, saving you valuable time and helping to ensure that all obligations are met promptly.
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What We Offer:
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Invoice Creation & Management
We generate accurate, professional invoices for your clients or customers, ensuring that each invoice includes all necessary details such as itemized charges, tax calculations, payment terms, and due dates. We also manage follow-ups on unpaid invoices to help you get paid faster. -
Bill Pay Services
Our team handles the timely payment of your bills, whether they’re vendor invoices, utility bills, or subscriptions. We track all payment due dates and ensure bills are paid on time, avoiding late fees or penalties. -
Payment Scheduling & Automation
We can set up automated bill payments based on your payment schedule to ensure that your payments are processed consistently and on time. This reduces the risk of missing payments and helps maintain positive relationships with your vendors and service providers. -
Account Reconciliation
We help reconcile your bills and invoices against your financial records, ensuring that all payments are properly recorded. This process eliminates discrepancies and ensures that your accounts are always up to date. -
Expense Tracking & Categorization
We categorize your expenses and create detailed reports to help you monitor your spending. This is especially useful for budgeting, tax preparation, and identifying areas where you can optimize costs. -
Vendor Management
We manage communication with your vendors, ensuring that payments are made correctly and that you are always aware of any changes in terms or pricing. If there are issues or discrepancies with invoices, we can help resolve them on your behalf. -
Late Payment Management & Negotiation
In the event of overdue payments, our team can assist in managing collections, negotiating extended payment terms, or working with your clients to ensure you get paid in a timely manner. We work to minimize any financial disruptions caused by delayed payments. -
Customized Reporting
We provide detailed, customized reports on your invoice and bill payments, giving you clear insights into your cash flow and helping you make informed financial decisions. These reports can be used for budgeting, forecasting, and tax filing.
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Why Choose Our Invoice and Bill Pay Management Service?
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Efficiency & Time-Saving: We handle all aspects of invoicing and bill payments, freeing you up to focus on core business activities, without worrying about missed payments or administrative tasks.
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Reduced Risk of Errors: Our experienced team ensures all invoices and bills are processed accurately, reducing the risk of costly errors or oversights.
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Cash Flow Management: Timely invoicing and bill payments help optimize your cash flow, improving your financial health and ensuring your business operates smoothly.
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Cost-Effective: Outsourcing your invoice and bill pay management to us can be more cost-effective than hiring additional staff to handle these tasks internally.
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Transparency & Reporting: We provide full transparency and easy-to-understand reports, so you always have a clear view of your business’s financial situation.
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Stress-Free Compliance: Our service ensures that you stay in compliance with relevant tax laws and regulations by keeping accurate records of all transactions and payments.
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Let us handle the day-to-day tasks of invoicing and bill payments, so you can keep your business running smoothly. Contact us today to learn more about how our Invoice and Bill Pay Management Service can streamline your financial processes and improve your overall business efficiency.
FRACTIONAL CFO SERVICES
Our Fractional CFO services provide businesses with expert financial leadership and strategic guidance without the expense of hiring a full-time Chief Financial Officer. Ideal for small to medium-sized businesses, our services are tailored to help you achieve financial clarity, make informed decisions, and drive sustainable growth.
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What We Offer:
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Financial Strategy Development:
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Create and implement financial strategies aligned with your business goals.
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Develop short-term and long-term financial plans to ensure profitability and stability.
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Budgeting and Forecasting:
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Design detailed budgets to manage expenses effectively.
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Provide accurate financial forecasts to plan for future growth and market changes.
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Cash Flow Management:
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Optimize cash flow to ensure smooth business operations.
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Analyze and recommend improvements to enhance liquidity and reduce financial risk.
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Performance Analysis:
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Conduct in-depth analysis of financial performance using key metrics.
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Generate insightful reports to track profitability and operational efficiency.
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Risk Management:
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Identify financial risks and develop mitigation strategies.
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Ensure compliance with regulatory requirements and industry standards.
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Growth and Investment Guidance:
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Offer strategic advice on mergers, acquisitions, and funding opportunities.
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Help secure financing by preparing business cases and liaising with investors or lenders.
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Operational Support:
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Streamline accounting and financial processes for efficiency.
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Guide and mentor your internal financial team to improve performance.
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Why Choose Our CFO Services?
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Expertise: Gain access to experienced financial professionals with deep industry knowledge.
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Cost-Effective: Enjoy the benefits of a CFO without the overhead of a full-time executive.
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Customized Approach: Solutions tailored to your unique business needs and challenges.
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Scalable: Services that adapt as your business grows and evolves.​
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Partner with us for professional CFO services and let us help you achieve financial excellence and sustainable success.
Basic Bookkeeping Package
$399a Month
Our Basic Bookkeeping Package is the perfect solution for small businesses and startups looking to keep their financials organized and up-to-date without the complexity of a full-service accounting plan. This package covers all the essential bookkeeping tasks to ensure your business operates smoothly and stays compliant with financial regulations.​​​​​
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What’s Included:
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✓ Monthly Bank Reconciliation
✓ Transaction Categorization
✓ Basic Financial Reporting
✓ Expense Tracking
✓ Accounts Payable & Receivable Tracking
✓ Direct Consultations and Support *Limited Availability
X Business Tax Planning
X Year-End Financial Review
X Budgeting Assistance
X Year-Round Tax Planning
X Customized Tax Strategies
X Retirement and Investment Planning
X Tax Preparation & Filing
X Dedicated Financial Advisor
X Quarterly Financial Reviews
Bookkeeping Plus+ Package
$745a Month
Our Bookkeeping Plus Package is designed for small businesses that want to streamline their financial processes and ensure accurate tax filings without the complexity or expense of a full-service accounting solution. This comprehensive package combines essential bookkeeping services with proactive tax preparation to help you stay organized year-round and minimize your tax liabilities.
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What’s Included:
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✓ Monthly Bank Reconciliation
✓ Transaction Categorization
✓ Basic Financial Reporting
✓ Expense Tracking
✓ Accounts Payable & Receivable Tracking
✓ Direct Consultations and Support *Priority Access
✓ Business Tax Planning
✓ Year-End Financial Review
✓ Budgeting Assistance
X Year-Round Tax Planning
X Customized Tax Strategies
X Retirement and Investment Planning
X Tax Preparation & Filing
X Dedicated Financial Advisor
X Quarterly Financial Reviews
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Premium Service Package
$1049a Month
Our Premium Service Package is designed for businesses that need comprehensive, hands-on support to manage their finances and taxes efficiently. This all-inclusive package provides expert bookkeeping, proactive tax planning, and seamless tax preparation to ensure your business stays organized, compliant, and positioned for financial success. Whether you’re a growing business or a well-established company, our premium service offers everything you need for sound financial management year-round.
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What’s Included:
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✓ Monthly Bank Reconciliation
✓ Transaction Categorization
✓ Basic Financial Reporting
✓ Expense Tracking
✓ Accounts Payable & Receivable Tracking
✓ Direct Consultations and Support *Priority Access
✓Business Tax Planning
✓ Year-End Financial Review
✓ Budgeting Assistance
✓ Year-Round Tax Planning
✓ Customized Tax Strategies
✓ Retirement and Investment Planning
✓ Tax Preparation & Filing
✓ Dedicated Financial Advisor
✓ Quarterly Financial Reviews
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