Business Details
4 Years
experience
Your Trusted Partner for Accounting Solutions
Your Business Accountant is a dedicated accounting firm specializing in empowering small businesses through expert bookkeeping and financial guidance. Founded by Susan Hagen, a seasoned professional with over 35 years of combined experience in accounting and financial software training, the company focuses on simplifying financial processes for entrepreneurs. Our approach emphasizes education, personalized support, and actionable financial tools, ensuring clients gain clarity and confidence in their financial decisions.We offer tailored solutions including monthly bookkeeping, tax planning, QuickBooks training, and business consulting, all delivered virtually with secure client communication. Our mission is to help business owners reduce stress, improve profitability, and achieve long-term financial success through transparent, judgment-free advisory services.
Services
Monthly Bookkeeping
Tax Planning
QuickBooks Training
Financial Coaching
Catch-Up Bookkeeping
Business Consulting
Details
- Year established: 2022
Highlights and features
- 35+ years of combined accounting and tax expertise
- Personalized financial education with all services
- QuickBooks Advanced Certified ProAdvisor status
- Virtual services with secure client portal access
- Judgment-free financial support for business owners
Associations and certifications
- QuickBooks Advanced Certified ProAdvisor
- Enrolled Agent (CMA level tax support)
What people say
Knowledgeable and efficient
Honest, capable
Dependable
Priceless resource
Problem solved
Services
Monthly Bookkeeping
Our monthly bookkeeping service provides continuous financial recordkeeping for small businesses. We categorize transactions, reconcile accounts, and generate clear financial reports in QuickBooks Online. Clients receive timely profit and loss statements, balance sheets, and expert advisory support throughout the year to maintain accurate financial records and informed decision-making.
Tax Planning
We offer comprehensive tax planning and filing services for businesses and individuals. Our approach includes quarterly estimates, year-end planning, and strategic tax reduction strategies. We handle federal and state filings for sole proprietors, LLCs, S-Corps, and partnerships while ensuring compliance and optimizing tax savings through proactive financial planning and expert-level preparation.
QuickBooks Training
Our QuickBooks Online training programs teach business owners to effectively manage financial systems. Services include live workshops, private sessions, and step-by-step tutorials with workbooks and replay access. We help clients master transaction categorization, reporting, and financial tracking to improve accounting accuracy and operational efficiency through practical software education.
Financial Coaching
Personalized financial coaching helps businesses develop budgeting strategies, pricing models, and cash flow systems. We provide one-on-one sessions focused on profitability analysis, financial goal setting, and operational improvements. Our consulting services combine accounting expertise with practical business strategy to help owners make data-driven decisions and implement sustainable financial practices.
Catch-Up Bookkeeping
We specialize in resolving overdue bookkeeping issues through comprehensive cleanup services. Our process includes transaction catch-up, chart of accounts restructuring, and error correction for disorganized financial records. We reconcile bank statements, prepare tax-ready books, and deliver clear financial reports to help businesses recover from accounting backlogs and establish accurate financial foundations.
People
Susan Hagen
Founder
With 35+ years of accounting experience and QuickBooks Advanced Certified ProAdvisor status, Susan Hagen specializes in small business financial strategy. She combines technical expertise with practical education to help entrepreneurs master financial operations through personalized consulting and training programs.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, tax planning, QuickBooks training, financial coaching, and catch-up bookkeeping services tailored to small business needs.
How do you work with remote clients?
We use secure virtual platforms for all services, including document sharing, software training, and financial consultations with clients nationwide.
What experience do you have with small business accounting?
Our founder has 35+ years of accounting experience and QuickBooks Advanced Certified ProAdvisor certification working with startups to established businesses.
Can you help with tax planning throughout the year?
Yes, we offer year-round tax support including quarterly estimates, strategic planning, and compliance services to minimize tax liabilities.
How do you handle bookkeeping cleanup for disorganized records?
We systematically categorize transactions, reconcile accounts, and restructure financial systems to create accurate, tax-ready records for businesses in any condition.
