To provide professional, affordable, and timely services to small business, while maintaining high levels of integrity and speaking the truth to our clients about their current and future financial position.
During the years I have been a Dave Ramsey Certified Financial Counselor, I have had the opportunity to work in conjunction with independent business owners who are very talented in their chosen lines of work. They offer necessary services to the community; however, many of those same business owners are not proficient at keeping accurate records. They invest long hours into their business, but leave little time or energy for organizing and managing their cash flow (receivables and expenses). By the time they are ready to fill out their income tax forms, they often do not have the paperwork necessary to claim the proper tax deductions that they are entitled to.
I know small business owners who have been audited by the IRS and Revenue Canada; although they had taken legitimate expenses, they did not claim the expenses properly. Through my experiences in tax preparation and as a business owner myself, I have learned steps to follow which help prevent "red flags" that might trigger an IRS audit or an Revenue Canada audit.
I can provide as much, or as little assistance as you need. Your records can be stored on your computer or in our system, where they are kept confidential and protected with regular back-ups.
- Bachelor of Science in Accounting with a minor in Business Administration (2001) – Messiah College – Grantham PA.
- 12 yearsof experience in business offices including accounts receivable, accounts payable, payroll, data entry, invoicing, shipping.
- 12 years as a tax preparer for public accounting firms and as an independent tax preparer.
- Dave Ramsey Certified Financial Counselor – 2008.
- Bio and Profile Click Here
- RKL Financial is a small company owned by Ryan Loos. We offer 10 years of experience in the business world and also draw on our advisors that have over 35 years of experience in the business world.
- RKL Financial Tax & Accouning / Bookkeeping Services provides personalized, individual service to all of its clients with a focus on quality and affordability. We guarantee that our fees are less than anyone that has been doing your accounting and taxes.
- Your complete staff accounting and tax staff, without the staffing costs!
- We will provide up-to-date paper reports and/or electronic reports for a clear assessment of the business' financial situation.
Paperwork trails these days can be overwhelming. No doubt it has been depriving so much of your time that you know you can spend more wisely growing the business, not drudging through red tape. Don't you wish you could just throw it all in a shoe box and dump it on someone else who thrives on taking your financial reporting away along with your financial reporting headaches?
Now you can! It's all about working smarter, not harder so it pays to outsource financial services to someone who specializes in that area. Your time is better spent out in the market selling your product, meeting with your clients, and working more efficiently to produce and grow your business. No one wants to spend their nights and weekends behind a desk shuffling compliance paperwork and stressing about deadlines when there is someone reliable here for you.
Our goal is to help you run your business more efficiently. Through that process, we will save you both time and money. Call us today, at 716-200-9359, to begin relieving the paperwork burdens of your business.
If you are ready to take the next step, contact us for a free 30-minute planning session.