can help you match the right premiums and deductibles to get the very best plan for your particular situation. If you already have an insurance plan, let us review it at no cost.
WebLeaf? Coming Soon
can help you in many ways. Take a look at some of the services they offer. If there's something you like or want to learn more about, just fill out the short form.
is an affordable re-paid legal service for you and your business u pay one monthly fee and get a ton f service.
will help guide you through the many financial products available for your income bracket. We'll teach you how much to put into long-term growth investments each month to hit your target goals for retirement.
If there’s something we know well, it’s bookkeeping. In order to run your business well, you need a good account of how much you’re making vs. how you’re spending. Each expense should be well categorized and given a tax code. You help us with the category, we help you with the code.
We’ve put a list of good bookkeeping habits together for show and tell. Apply these to your business and you’ll be good to go.
Illustrative Track Expenses
A good credit card could be the answer to your problems. Some credit cards automatically track charges. If you use this card solely for business expenses, you can get a monthly and accurate record of what you’re spending on.
Track Business Lunches and Travel Expenses
An important part of most businesses is food and entertainment. This type of expense is 50% tax deductible. This means only half of what you spend can be used as a business expense. So next time you take a client out for a coffee, or your employee out for lunch, track it. Trust us, it adds up.
Track your Deposit
A deposit could be one of many things. You can deposit income for your business, loans from lenders, or capital from partners. The type of deposit affects where it ends up on your financial reports. Income shows up on your Profit & Loss Statement while Loans and Investments end up on your Balance Sheet. Make sure you track the different types each month.
Set aside money for Taxes and Pay Estimated Tax Payments
Don’t forget you will owe taxes on the money you make. Of course you only owe money on the profits of your business. But this could creep up on the best of us. So every quarter you should pay about 20-25% of your total profit to the IRS.
Find an Accountant
Whether you choose us or our competition, it’s always good idea to hire an accounting firm. As an entrepreneur, time is your most scarce and precious resource. Your time is always in high demand and short supply. We recommend you determine what your time is worth for the time it takes you to do your own bookkeeping and payroll each month. Now compare that time and value to our monthly fee of $200. If that sounds like a good solution, click here for more details.
We are very satisfied with the services they offer us. TaxLeaf manages our payroll and payroll for 3 of our companies and we are delighted with their work and their professionalism. Our Account Manager Valeria is always available to talk and help us when necessary. It is a pleasure to work with her and with all her team. They have excellent customer service skills and are always attentive to our needs and doubts. We definitely recommend TaxLeaf to all our colleagues and friends who are looking for someone to manage their accounting books. There is no doubt that TaxLeaf has kept all our accounting up to date and organized. We are very happy with the results that TaxLeaf has given us.
"Since the first day I started with TaxLeaf I’ve notice the professionalism and attention like no other company has given to me. Pablo and Valeria make you feel like family and always return your call within minutes. They always go above and beyond on everything they do, even Valeria calls me every week to make sure I have the payroll for my employees on time. This is my first year with my company and they’ve make it way much easier for me keeping my finances on point. Thanks Pablo and Valeria, you guys are the best."