Beauty and The Books

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Accounting needs

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Introduction

Providing virtual professional bookkeeping, tax return preparation and business compliance services. *We now have a mobile app that allows you to send your tax information from anywhere – no need for an office visit. Save yourself some time and get your refund quickly! *Looking to start a business but don't know what structure to use? Choosing a business structure is a very important first step every business owner must take. We can assist the client in the administrative process in setting up a corporation. *Need accounting setup or monthly service? Every business is different. We'll work together to customize a plan that works for your business.

Overview

Hired 9 times

Background checked

2 employees

6 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, and Zelle.

Social media

Facebook, Instagram, Twitter

Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Financial services

Projects and media

3 photos

Projects and media

3 photos

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

Exceptional 5.0

5 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Cece A.

Nov 21, 2020

As a young entrepreneur, Sophia took me by the hand to educate me on how to know my numbers and to review the financials. This helps me tremendously when making financial decisions for growth.

Marilu D.

Mar 5, 2021

It is a great relief to have a professional answer my questions. Professional and knowledgeable tax preparation. 2020 taxes done and filed!

Beauty and The Books's reply

Thank you. It was an absolute pleasure working with you! I look forward to working together in the future and I really appreciate the gift. :-)

Pamela P.

Mar 8, 2021

·

Hired on Thumbtack

Great service!

Individual Tax Preparation

Rae S.

Apr 3, 2021

·

Hired on Thumbtack

Amazing!

Beauty and The Books's reply

Thank you - it was a pleasure working with you. See ya next year! :)

Individual Tax Preparation

Jai W.

Jun 7, 2021

·

Hired on Thumbtack

Amazing, we love her!

Accounting

Credentials

Background Check

Sophia Lawson Morgan

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
All pricing is customized to meet each business needs. Prices are fixed and known upfront - no hidden fees.
What is your typical process for working with a new customer?
I have a brief questionnaire that I give to potential clients to help determine if we are a good fit. We'll also meet for a free consultation via Zoom.
What education and/or training do you have that relates to your work?
I've been an accountant on all levels for over 30 years in various industries. I currently specialize in accounting for service-based businesses (coaches, consultants, cleaning services, handymen, post operative recovery care, etc).