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About
I love helping small business owners understand the financial side of their business. I enjoy what I do. I have 18 yrs of experience and helpful in the following ways:
Financial Statement Preparation
-Prepare Balance Sheet, Income Statement and Statement of Cash Flow;
-Provide Income statement analysis against budget, against prior year, quarter, month
Accounts Payable
-enter invoices
-review and enter expense reports
-enter credit card statements
-cut checks
-reconcile the account
Accounts Receivable
-complete invoicing
-collection duties
-enter payments
-run credit cards
-reconcile the account
-download online sales into your software
Reconciliations
-credit card statements
-bank accounts
-fixed assets
-all of your balance sheet accounts
Inventory
-cycle counts
-inventory accountability
-costing
Payroll
-tax filings 940 employer's FUTA, 941 Quarterly Federal return
-tax payments
-process weekly, bi-weekly, twice monthly, monthly
-TWC SUTA filing
Other items
-1099's
-coordinate with CPA for annual tax filing
-sales and use tax return, Texas and other states
-Assess internal controls and workflow processes
-create internal controls and processes
-assist with software implementation and data loading
-Suspect fraud? I can find out
Many small business owners are overwhelmed with the amount of work it takes just running their business. They are trained in the profession they are promoting, not accounting. That's what I enjoy, helping you understand your finances, pull the books together and reap the rewards of being in the black. I can work in your office or remotely.
I'm just getting started but this a dream I've had since I graduated college. Now that my son is in college I'm working to fulfill my dream of creating my own accounting practice.
Overview
Hired 6 times
Background checked
2 employees
10 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, Venmo, and Zelle.
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
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, and professionalism.
5.0
3 reviews
5
100%
4
0%
3
0%
2
0%
1
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Your trust means everything to us. Learn about our review guidelines.
Kendra L.
Aug 12, 2017
•
Hired on Thumbtack
Met with Stephanie to get some counseling about starting a new business. She was knowledgable, helpful and clear about which accounting approaches would be the most valuable to me in the moment.
Accounting
Craige T.
Sep 20, 2016
•
Hired on Thumbtack
Glad we hired Stephanie! She provides the high quality and value in this area that is hard to find.
Accounting
Jessie T.
Sep 20, 2017
•
Hired on Thumbtack
Accounting
Credentials
Background Check
Stephanie Roberts
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat fee based upon the needs of your business and the tax structure you’ve set up.
What is your typical process for working with a new customer?
It's important to understand a new client's business. So there will be an in depth conversation about the business, what's happening today and where you are going for tomorrow. If you have a place of business then I like to come on site to see how things flow. I can learn a lot about a business being inside their four walls. If you don't have a place, it's ok. We will talk about your company. Communication, though is key to helping you run your business.
What education and/or training do you have that relates to your work?
I have a Bachelor's of Science in Business from University of Mary Washington, Fredericksburg, VA. I also have a Masters of Taxation from University of Denver.