Hello! I am Joshua B. Lewis, owner of Joshua B. Lewis Financial Services, LLC. As a dedicated and experienced Certified Accountant, Payroll Specialist & Bookkeeper, I am committed to providing you accurate and timely financial reporting for your business. I come from working as an accountant mostly working for corporations in the greater D.C. metro area. I currently have about 8 years of experience in the financial services industry. Only recently have I decided to invest furthering my education to become a QuickBooks ProAdvisor Accountant & Payroll Specialist to broaden my knowledge for my finance company.
My expertise is in Accounts Payable, Accounts Receivable, Payroll Services, Bank Reconciliations, Budgeting for Profit and Loss and/or Reporting, and Cleaning up your books! I can streamline your bookkeeping processes, ensuring you have clear visibility into your finances, allowing you to make informed decisions about your company's future.
In addition to being a Certified QuickBooks ProAdvisor Accountant, I am skilled in converting current users of QuickBooks Desktop to QuickBooks Online, making it easier for my clients and their customers/clients “on-the-go”, in addition to converting and importing files into QuickBooks Online (QBO).
Fun fact: I’ve also been a plumber for the past 19 years, and a Sign Language Interpreter for the past 31 years. Variety is the spice of life!
Services Provided are as follows:
1. Accounts payable
2. Accounts receivable
3. Bank reconciliation
4. Billing
5. Bookkeeping
6. Daily accounts management
7. Inventory management
8. Monitoring and managing cash flow
9. Maintaining a balanced general ledger
10. Monitoring and managing cash flow
11. Payroll services – full service
12. Preparing financial statements
13. Tax Preparer (1040 individual, 1099’s, 1040, K-1’s, Partnerships, Estates and Trust)
14. Tax Advisory
15. Tax Strategy Planning for Businesses & Individuals
