Services Offered by MoneyMatters-Asheville
Accounting, bookkeeping, and organization
  • Set-up of manual or computerized accounting systems
  • Monthly checklists that include all federal, state and local tax and reporting deadlines
  • Business and Personal Budgeting
  • Monthly reporting
  • Informational review of investment reports
  • MAC friendly

MM will come as needed to help keep your records up-to-date. When your information is current, your financial reports will tell you how you’re doing. Reviewing those reports with someone who understands accounting and your business will ensure that you’ll be making good decisions.

Tax Return Preparation– Business & Individual/Family
  • Federal & State income tax preparation including e-filing
  • Estimated taxes
  • Sales and use taxes
  • Business listing for county tax
  • Informational review of investment reports

MM will remind you of tax deadlines and help you get the right information together to get tax reports in on time. The goal of the MM tax service is to report information accurately and take full advantage of tax-saving opportunities while adhering to tax laws. If you are a Sole Proprietor, and S Corporation or an LLC, your business taxes are a part of your personal/family taxes-and we can do those too! MM will also provides tax services to individuals who are not business owners.

MM will help you prepare your information to provide to your current accountant if that is your preference.

Quick Books© / Quicken© Set-up and Training
QuickBooks (for PC or Mac) is a very flexible accounting program that can be customized for your business including managing inventory, processing payroll, and tracking profitability of activities. MM can get you set up, train you to make entries, and show you how to get useful reports. Using QuickBooks© can save you time and reduce your tax preparation bill.
Business Planning/Evaluation
  • Do you need a new or updated business plan or operating budget?
  • Are you as profitable as you could be?
  • Are your costs under control?
  • Do you know where your profits are coming from and where you might be losing money?
  • Are you short of cash occasionally or often?
  • Do you need a business plan or a cash flow statement to apply for a loan?

A financial review of your operation can help you see which trees in your forest are blooming, which trees need TLC, and which trees might do better in your woodpile.