Beauty and The Books

Offers remote services

Discounts available

Offers remote services

Discounts available

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Accounting needs

Annual income

Accounting software

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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

3 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Zelle

Social media

Facebook, Instagram, Twitter

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

3 photos

Reviews

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

Exceptional 5.0

5 reviews

5

100%

4

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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. :-)

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.

Jai W.

Jun 7, 2021

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Hired on Thumbtack

Amazing, we love her!

Accounting

Rae S.

Apr 3, 2021

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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

Pamela P.

Mar 8, 2021

·

Hired on Thumbtack

Great service!

Individual Tax Preparation

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).