Organize Your Finances to Stop Missing Out on Deductions
Getting in control of your company’s finances will not only help you maximize on deductions; you’ll also eliminate the stress and confusion that slows down your earning potential.
Prepare yourself to earn with scaleable growth, and raise your bottom line by taking care of the financial basics.
This guide will teach you the first 4 steps you need to take in order to begin organizing your money for success.
About Casey L. Williams Accounting
Casey Williams is an accountant serving coaches, consultants, service providers, and digital marketers across the United States. She left the corporate world to follow her passion to help others enjoy a financially stress-free lifestyle. While she is building her accounting firm, she speaks on the health benefits of a solid financial foundation.
Before starting her own business, Casey worked in public accounting, bookkeeping, payroll, and tax. Prior to that, she worked in a consulting company as an implantation lead where assisting clients on the benefits of implementing processes and procedures was her favorite. Her credentials include an Associate in Accounting from International Business College in Ft Wayne, IN, and a Bachelors and Masters in Business Administration from Indiana Wesleyan University. She is a Quickbooks Pro Advisor. Continuing education is her form of self-care.
Ms. Williams is married with four children and lives in Northwest Indiana. Outside of work, she enjoys various activities such as volunteering at the local reading center and watching her children in their many endeavors.
Casey works with a team of experts to take care of every financial need your business has. Her team includes:
- Bookkeepers
- Tax Preparers
- Payroll Processors
- Administration
Work With Us
Taxes
Organizing your finances & maximizing your deductions.
We will review, prepare, and file your taxes. We specialize in both personal & business tax filings.
Bookkeeping
Expertise, advice, and support: custom for your business.
We offer bookkeeping on an hourly or monthly basis, giving you the freedom to choose what level of support fits for your business (with no surprises or hidden fees!).
Our team provides unlimited hands-on support, and we work with you: whether you prefer working with paper versus electronic, you need daily check-ins, or your team requires training, we are here to accommodate you and your unique situation.
Consulting
Training & feedback that empowers you to confidently make smart financial decisions
It is my desire that business owners have the knowledge to be able to read their numbers and make wise decisions, and it’s my job to teach you as the business owner what you can and can’t do to help yourself from a financial standpoint.
We consult on a broad range of subjects, from understanding your Quickbooks to training your employees.
CFO Services
Big picture planning for scalable business growth
Casey L. Williams company offers a full suite of CFO services to organize, plan, and scale your company’s financial structure.
We offer cash flow planning, big-picture business discussions, payroll processing, and more.
Avoid the Bookkeeping Pitfalls that Can Cost Your Business Money
Small Business Owners wear many hats and bookkeeping is one of the most important.
Small business owners often make bookkeeping mistakes in their early years of operation, primarily due to a lack of knowledge regarding proper accounting procedures. While you may not have the time, money, or desire to become a certified accountant, it is still possible to avoid a few key pitfalls that can impact your company’s bottom line..
This guide will show you where others have gone wrong and how you can keep from making the same mistakes.
Book Your Complementary Consultation
Please come prepared to our call with any questions you have.
We look forward to meeting you!