SERVICES
Save Time. Outsource.
Tax Services
I offer comprehensive tax services that ensure that you are in compliance with necessary regulations, while also maximizing your tax savings.
Bookkeeping Services
My bookkeeping services allow you to focus on growing your business while I handle the day-to-day financial tasks, ensuring that your books are accurate and up-to-date.
Planning & Projection Services
Strategic planning is key to optimizing tax savings and mitigating underpayment penalties for self-employed individuals.
About Samantha
Business owners wear many hats and I enjoy being able to relieve the burden of accounting and tax duties that can overwhelm many. With a detail oriented mind, and an entrepreneurial spirit, I work together with small business owners and individuals to streamline the accounting process. I am a licensed CPA with experience in Corporate, Partnership, and Individual tax preparation and tax planning. I am also QuickBooks Certified and have a strong background in bookkeeping.
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I offer personalized service that ensures that you receive the attention you deserve. I work with individuals and businesses to provide tax, bookkeeping, and planning services that align with their unique needs and goals.
Education & Credentials:
- Licensed Certified Public Accountant, State of Texas
- Licensed Certified Public Accountant, State of California
- Bachelor of Science in Accounting, with a specialization in Professional Accounting, University of Alabama.
- QuickBooks Certified
TESTIMONIALS
FAQ
What sets you apart from other firms?
Why should I hire a CPA for my bookkeeping needs?
My personalized service stands out amidst the crowd of large CPA firms. Unlike the typical experience where your file passes through multiple hands before reaching a manager weeks later, we offer personalized support from start to finish.
The value lies in expertise and time savings. I’ve dealt with many clients that prefer to complete their own books; when the year closes, hours are spent correcting mistakes. Through my experience, I’ve learned that preparing the books right the first time is far less time-consuming than correcting messy records. Outsourcing also frequently eliminates the need for in-house bookkeepers, freeing up resources for other important tasks.
Which platform do you use?
I utilize QuickBooks Online, a highly efficient software that streamlines processes and reduces workload significantly compared to other options. While some speculate about the rise of AI in the accounting industry, QuickBooks still relies on human administration for optimal functioning.
Do you offer software discounts?
Absolutely. We provide discounts for both QuickBooks Online and Gusto, ensuring our clients can access top-notch software solutions at affordable rates.
CONTACT
Let's Work Together
Contact me today to schedule a consultation and learn how my personalized CPA services can benefit you.
E-mail: s@becharacpa.com
Phone: (949) 680-6834