Go Girl Finance understands how time consuming small business bookkeeping services in Murfreesboro can be and how valuable your time actually is as a business owner. Keeping your books in order is the first step in being successful and in order to grow your small business, you need to know that you have the right company helping you along the way. We have compiled all the information you need to make an informed decision when it comes to outsourcing bookkeeping for small business in Murfreesboro to ensure best practices are met. Bench is proud to offer bookkeeping services to businesses across the United States. We are here to help you streamline your accounting needs efficiently and effectively.

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• Get insights from one central dashboard so you can easily understand the health of your business and make strategic decisions.
• The owner, Jennifer Drake, has been in the accounting field since 2006.
• This is ideal for companies looking to eliminate a paper-trail as well companies already doing many business related activities like banking and payroll online.
• Book a demo today to see what running your business is like with Bench.

We partner with merchants like Gusto, Stripe, Shopify, and Square—so your finances are always accurate. Get your bookkeeping, income tax prep, and filing done by experts—backed by one powerful platform.From startups to agencies, Bench works with Murfreesboro small businesses. Our intuitive software automates the busywork with powerful tools and features designed to help you simplify your financial management and make informed business decisions. Bookkeeper.com — A top all-in-one bookkeeping service in Murfreesboro that can handle all accounting tasks necessary, from daily bookkeeping to end of the year tax prep. Offers multiple pricing tiers to suit your needs and can add on tasks as needed. Each month, your bookkeeper organizes your business transactions and prepares financial statements.

How Bench works with your Murfreesboro business

Get expert support for your small business, just as reliable as the Stones River battleground. With Bench, you get a team of real, expert bookkeepers in addition to software. You’ll always have the human support you need, and a mobile friendly platform to access your up-to-date financials.

Darnell CPA, PLLC Tax & Accounting, in Murfreesboro, TN, is the area’s leading bookkeeping specialist serving Rutherford county and surrounding areas since 2015. We offer bookkeeping, tax consulting, payroll services, tax services and much more. For more information, contact Darnell CPA, PLLC Tax & Accounting in Murfreesboro. We’ve developed strategies for both business and individual clients.

They know they are not alone when it comes to managing their money. We work to communicate with our clients and answer their bookkeeping near murfreesboro questions.

• Bench offers a variety of services that are great for small businesses just starting out.
• We have vast experience in profit & loss analysis, explanation, and implementation of proven strategies to help increase bottom lines.
• Join over 35,000 US-based business owners who have streamlined their finances and have grown their businesses with Bench.
• The experience and knowledge that we bring to the table helps us serve our clients.

Tax Planning

You can rest assured that TH&W CPA’s have the knowledge, resources, and connections to take care of whatever your finances need. The experience and knowledge that we bring to the table helps us serve our clients. Please give us a Call Today to find out how we can help your small business thrive. QuickBooks and other bookkeeping software give you a tool to do your own bookkeeping.

Expertise That Drives Success

On September 24th, 2018 we became a fully licensed and insured business, and the owner dove in on a full-time basis. We are passionate about helping small businesses in our community be successful. We have vast experience in profit & loss analysis, explanation, and implementation of proven strategies to help increase bottom lines. We offer a range of services, including bookkeeping, budgeting, forecasting, and financial reporting, designed to support small businesses in managing their finances and achieving their goals. Combine the convenience of in office visits with a local accounting service in Murfreesboro and online chat and video video support necessary.

Say goodbye to piles of paperwork and time-consuming manual tracking—we automate inputs directly from linked accounts. Get insights from one central dashboard so you can easily understand the health of your business and make strategic decisions. Our platform allows you to automate data inputs from most major providers to avoid common mistakes.

Our team is ready to learn about your business and guide you to the right solution. Based in Murfreesboro, TN, we understand the local business landscape, while our experience with larger corporations provides the expertise needed to give your business a competitive edge. Discover how we can help you have better finances with a personalized demo from a Bench expert, ready to answer all your questions. Sign up as a customer today and get a free month of bookkeeping. Our team takes the time to deeply understand your business, answer your questions, help you link your accounts, and show you how Bench works.

Our Services

The magic happens when our intuitive software and real, human support come together. Book a demo today to see what running your business is like with Bench. “Data Wise Administration has transformed our business with their accurate and reliable bookkeeping services. Their team is always ready to help.” With over 20 years of experience, we bring deep knowledge and proven strategies to help your business grow. Our expertise in finance and marketing ensures you get tailored solutions that support both your operations and your long-term goals.

When you need help with invoicing, collections and accounts receivable, just getting pricing for accounting services in Murfreesboro can be daunting with so many options. Some companies may only offer a flat monthly fee for end to end accounting services in Murfreesboro that is all inclusive. Other companies offer a monthly payment plan with additional tasks like bank reconciliations and custom reporting offered on an la carte basis. For most small businesses, basic bookkeeping service in Murfreesboro costs $110 per month up to $1000 per month for more complex situations or high volumes of transactions.

Our bookkeeping services are designed to keep your financial records organized and accurate, allowing you to focus on growing your business. We are a local, family-owned and operated small business in Murfreesboro, TN. The owner, Jennifer Drake, has been in the accounting field since 2006. She is a two-time Alumna from MTSU, receiving a Bachelor’s in Accounting in 2006 and a Masters in Business Administration in 2012.

Learn how to build, read, and use financial statements for your business so you can make more informed decisions. We offer comprehensive support, handling everything from bookkeeping to marketing, so you can focus on what you do best—running your business. Our full-service approach simplifies your workload and helps you maintain growth without the stress of juggling multiple service providers. No two businesses are alike, which is why we customize every service to meet your specific challenges. From managing your finances to boosting your online presence, our services are designed to address your unique business goals. Our team will handle the day-to-day tasks while you focus on growing your business.

This principle is used in both IFRS (the Principle Base) and US GAAP ( Rule Base). Patriot’s online accounting software is easy to use and made for small business owners and their accountants. While it is not depreciated, it is likely that its value may have appreciated over time.

• Market conditions can change rapidly, and assets valued at fair market prices can see significant swings in their reported values.
• With a few exceptions , all other business assets are recorded using the historical cost principle.
• In a turbulent market, it prevents overvaluation and is a useful tool for assessing capital expenditures.
• In other words, any asset that will be converted to cash shortly should be reported at its fair market value rather than its original cost.
• These rules are issued and revised by the International Accounting Standards Board (IASB), which is a London-based organisation.

This verifiability enhances the reliability of financial statements, as it minimizes the risk of subjective judgments or estimations that could distort the true financial position of a company. For example, the purchase of real estate is documented through deeds and contracts, which serve as tangible evidence of the transaction. A long-term asset that will be used in a business will be depreciated based on its cost.

Below find some of the benefits of applying cost principle in the business operations. Here are some examples of assets, which are not recorded at their historical cost. We want to clarify this because some online resources stated that if the items are recorded at the historical cost, then the value of those items will not change subsequently. Yet, it is the basis on which the value of the items is recorded at the historical cost. All the costs incurred on an asset are 100 percent verifiable, as there is a record of all actual transactions in the form of documentary evidence when the assets were acquired. Julius is the owner of an investment company that has bought numerous properties throughout southern America.

Knowing that a company purchased a piece of land in 1950 for $10,000 does not really tell financial statement users how much the land is currently worth. Moreover, fair value accounting can introduce volatility into financial statements. Market conditions can change rapidly, and assets valued at fair market prices can see significant swings in their reported values. This volatility can make it difficult for companies to present a stable financial outlook, potentially affecting investor confidence and decision-making. For example, during a market downturn, the fair value of investment portfolios can plummet, leading to substantial write-downs and impacting a company’s reported earnings. The book value is the value of an asset as recorded in a company’s books—typically the purchase price less depreciation/amortization and/or impairment expense.

Herding Psychology and Economics

The cost principle is one of the basic underlying guidelines in accounting. Records non-monetary items (for example, property, plant & equipment) in the balance sheet by applying indexation to their historical cost. An important advantage of historical cost concept is that the records kept on the basis of it are considered consistent, comparable, verifiable and reliable. When a long-term asset is purchased, it should be capitalized instead of being expensed in the accounting period it is purchased in.

• As market conditions change, the original purchase price of an asset may no longer reflect its current value, leading to a disconnect between the financial statements and the economic reality.
• One of the key financial statements is the balance sheet, which shows the assets, liabilities, and equity at the end of the most recent reporting period.
• Governed by the historical cost principle, the balance sheet does not report the true market value of a company, only its resources and funding at their historical cost.
• In the U.S., the Financial Accounting Standards Board (FASB) has set standards, called Generally Accepted Accounting Procedures (GAAP), requiring the use of the historical cost principle.
• After almost a decade of experience in public accounting, he created MyAccountingCourse.com to help people learn accounting & finance, pass the CPA exam, and start their career.

However, the historical cost principle can also lead to discrepancies in depreciation during periods of significant inflation or technological advancement. Assets purchased at lower historical costs may have depreciation expenses that do not reflect their current replacement costs or market values. This can result in understated expenses and overstated profits, potentially misleading stakeholders about the company’s true financial performance. Most assets are listed on the balance sheet at their historical cost, even if their value has heavily increased over time. One example is marketable securities, which are recorded at a fair market on balance sheets.

Given the wear and tear expenses involved with long-term assets due to their use, the original price of those assets is recognized as depreciation expense. As a result of this depreciation expense, the asset’s recorded value decreases throughout its useful life. On the other hand, short-term assets aren’t in your possession long enough to significantly change value. Market value should not dramatically affect the value of short-term assets, like inventory.

Historical Cost vs. Market Value

For example, if there is an expectation that some debtors will not pay their due amount to the business, then provision for doubtful debts can be recorded as an expense. The historic cost principle is in line with conservatism because assets are not overvalued when recorded at their historic costs. – Bill’s investment firm purchases several pieces of property in Brazil as an investment. The historical cost principle is a trade off between reliability and usefulness.

How Are Changes in Cost and Value Recorded?

For accounting purposes, assets change in cost through depreciation or amortization. The rate of change is set by accounting standards and is recorded in the business’s balance sheet. With a few exceptions (stocks and bonds, for example), all other business assets are recorded using the historical cost principle. Companies issue various liabilities (such as accounts payable, bills payable, notes payable, bonds payable, etc.) in exchange for goods and services. The amount of the note payable to be entered in accounting records would be $12,000.

The amount of money a company predicts to receive on the payment of these account receivables is called the net realisable value. For example, a building could be worth a different price now than it was 50 years ago. Examples of long-term assets include buildings, land, vehicles, and equipment. Since fair market values and replacement costs are left up to estimates and opinions, the FASB has decided to stick with the historical cost principle because it is reliable and objective. In current years, the FASB as well as the IASB has become more open to fair value information.

Historical cost accounting, as previously discussed, records assets at their original purchase price, providing a stable and verifiable figure. In contrast, fair value accounting aims to reflect the current market value of an asset, offering a more dynamic and potentially more accurate representation of an asset’s worth at any given time. With the cost principle, you record a business asset at its purchase amount. Track assets on the balance sheet at their cash values during the time you acquired them.

Your financial statements will maintain accuracy and not depend on fluctuating fair values. Cost principle concept applies to companies that use accrual accounting but wish to be GAAP compliant. Most of the public-owned companies apply GAAP in accounting; it is a requirement that they also use historical cost principle. In conclusion, the historical cost is used to measure the asset’s value for financial purposes, but not all assets can be measured by their historical costs. Impaired assets, intangible assets, and marketable securities are recorded at their current market prices on the balance sheet.

Historical Cost Adjustments

Historical costs help companies avoid overvaluation and calculate capital expenditures efficiently. The original price varies from the fair value, but the former does not change even if the asset appreciates. Sales and purchase documents can usually be used to trace the original price of an asset. So, balance sheets must reflect all financial transactions over a certain period. Comparing the current value of an asset with its original value indicates how well it has been performing through the years.

The cost principle might not reflect a current value of long-term property after so many years. Depreciation, a fundamental aspect of accounting, is deeply influenced by the historical cost principle. When assets are recorded at their original purchase price, the depreciation expense is calculated based on this initial cost, spreading the expense over the asset’s useful life. This method ensures a systematic allocation of the asset’s cost, aligning with the matching principle by correlating expenses with the revenues they help generate. The historical cost principle significantly influences the presentation and interpretation of financial statements.

What Are Intangible Assets?

The historic cost of an asset may be different than the market value of the asset. The historical cost method is used for recording the acquisition of assets in the U.S. under GAAP (Generally Accepted Accounting Principles). Moreover, the historical cost principle can obscure the true performance of a company. By not reflecting the the historical cost principle and business accounting current market value of assets, financial statements may not provide an accurate picture of a company’s financial health. This can be particularly misleading for investors and other stakeholders who rely on these statements to make informed decisions.

Implications for Depreciation

You do not change the amount recorded if the market causes the equipment’s value to change. An important advantage of the historical cost concept is that the records kept on its basis are considered consistent, comparable, verifiable, and therefore reliable. Historical cost is a key accounting concept that applies to the balance sheet generally, one of the three key financial statements prepared by a business. This accounting treatment is also less affected by accounting assumptions. Verifying the value of assets or liabilities based on a cost basis is much easier than market value. For example, under the historical cost principle in IFRS, PPE per IFRS requires to record initially at cost, and the value will be reduced by depreciation or impairment.

The value of the real estate investments is far below what Julius paid for them, assuming that inflation rates in the area have doubled in subsequent years. Giving a cost principle example can be tricky when there is no cash involved. The challenge comes in when you need to account for a trade-in and no cash is received. The footnote includes detail on the breakdown of property, plant, and equipment in the company’s balance sheet.

It’s hard to find a part time employee with the expertise you ledger account need. With outsourced bookkeeping, you get professional services when you need them. Our goal is to come alongside small and mid-size businesses to gain insight from your monthly financials. We communicate in a way that makes sense for your business’ growth and success. Sound financial decisions lead to healthy, better businesses. You feel overwhelmed by the level of detail and skill needed to track and understand the finances of your business.

Why should you choose Heartwood among others

I’ve been using Heartwood for several years to help with my business bookkeeping and accounting. Over the years I’ve grown from being a self-employed artist to running a larger multifaceted business with employees and Heartwood has held my hand the whole journey with endless kindness and patience. Shortly after you sign up, we’ll give you a call to learn more about your business and bookkeeping needs.

Reliable Bookkeeping Solutions in Portland

Historically, the bookkeeper has been under utilized by business owners. Accountants often focus solely on taxes, providing financial information to business owners long after it’s relevant for business decisions. Providing custom bookkeeping services for small businesses in Oregon, California, and Washington. We’ll tracking expenses, managing invoices, reconciling accounts, and generating financial reports, ensuring your business’s finances are organized and up-to-date. Bookkeepers are part of the day to day operations and are positioned to assist business owners with real time decisions in your business.

Accounts Receivable Management

Our team of pros is familiar with Oregon tax rules and will customize their approach to your business’ unique needs. Learn more about Bench, our mission, and the dedicated team behind your financial success. Get free guides, articles, tools and calculators to help you navigate the financial side of your business with ease.

• That’s because you deserve honest insights to help you make the best financial decisions possible to grow your business year in and year out.
• ES Bookkeeping Solutions specializes in providing essential financial services for small businesses at every stage of their development.
• Our platform allows you to automate data inputs from most major providers to avoid common mistakes.
• We’re thrilled to have helped so many local businesses grow and succeed.
• Historically, the bookkeeper has been under utilized by business owners.
• Consulting with your tax professional to ensure your goals are met, efficiently and economically.

With outsourced bookkeeping, you are paying for what you need and not what you don’t. Consulting with your tax professional to ensure your goals are met, efficiently and economically. We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.

Welcome to TenKey Management & Bookkeeping Services

You can relax knowing your records are organized, accurate, Car Dealership Accounting and up-to-date. Let go of worries and be sure you are getting the financial reports you need to guide your business forward. ES Bookkeeping Solutions specializes in providing essential financial services for small businesses at every stage of their development. I’m Beatrice Burdman, a QuickBooks Pro-Advisor with 25 years of bookkeeping experience. I live near Portland, Oregon and understand what small businesses need.

Similar actions occur when you use the debit card at certain institutions that have priority processing, wire funds to another account or authorize an immediate electronic funds transfer. Banks issue debit memos to notify customers about charges for loan payments, interest, bounced check fees, DDA debit and credit charges and so on. This document may also be used to charge a commission or offset a credit balance remaining in a customer account.

• She also tutored in English for nearly eight years, attended Buffalo State College for paralegal studies and accounting, and minored in English literature, receiving a Bachelor of Arts.
• If the price calculated for the customer is too high, for example, because the wrong scale prices were used or a discount was forgotten, you can create a credit memo request.
• It is just a similar process as involved in creating an Invoice for the activity performed or work done or goods sold.

How a Force Pay Debit Memo Works

The memos are typically sent out to bank customers along with their monthly bank statements and the debit memorandum is noted by a negative sign next to the charge. In short, a debit memo on a bank statement is any transaction that reduces the amount due. This amount is sometimes accompanied with a negative symbol to show that it lowered the balance.

This section will provide an in-depth understanding of the content of a debit memo. A “force pay” debit is a special transaction code used by banks to insure that a debit purchase clears an account first. A chargeback is the refund of a payment back to a customer after the customer disputes the charge.

What is the difference between a debit memo and a refund?

Payment received for an invoice previously written off as bad debt, where a debit memo replaces the original invoice and the payment receipt is applied against it. A credit memo reduces the amount a buyer owes a seller, often issued for returns or overpayments. A debit memo increases the amount a buyer owes for additional charges or corrections. This can be significant for working capital management, enabling the business to meet its short-term financial obligations more effectively or to invest in other operational areas. Google Chrome features multiple advantages that users can’t ignore, making it the top browser across the US.

For a Force Pay memo debit fund authorization, customers are expected to pay and ensure that the debit memo goes through before any goods or services are released. If you accidentally submit an invoice that’s too low, you can send a debit memo to correct it and increase the invoice after it’s sent. Banks charge enormous penalties to customers who draw against unavailable funds. Always consider your ledger balance when you check your bank balances to ensure sufficient funds are available before writing a check.

Why debit memo is issued?

Ensure that all parties understand the terms and conditions of the agreement, including prices, delivery schedules, and returns policies. Debit Memos can be a hassle for businesses that deal with them frequently. They can cause confusion, frustration, and even financial losses if not handled properly. However, there are steps you can take to prevent future debit memos from occurring. In this section, we will discuss the different ways you can prevent debit memos from happening, from both the supplier and the customer’s perspective.

Bank transactions are related to any fees or service charges, incremental billing is when a client was undercharged by accident, and internal offsets are for offsetting any positive balances. Accounts ReceivableAccounts receivables refer to the amount due on the customers for the credit sales of the products or services made by the company to them. Changes in federal law prevent banks from processing debit and ATM transactions you don’t have the cash in your account to cover without your permission. Your card is declined if your account doesn’t have enough funds to cover your debit purchase or ATM withdrawal unless you opt in for overdraft protection through your bank. This doesn’t apply to checks or payments you scheduled, however, so these may still appear as force pay items if they overdraft your account. If the price calculated for the customer is too high, for example, because the wrong scale prices were used or a discount was forgotten, you can create a credit memo request.

• Please remember this is a dialog if you have follow up questions please use the REPLY button and ask.
• This can be a delicate process, as it’s essential to maintain a positive relationship while also ensuring that the issue is resolved satisfactorily.
• Debit notes are issued by sellers, buyers and banks to inform the recipients that their accounts were debited in the senders’ accounting records.
• Some banks may hold checks that total $1,500 or higher for as many as 10 days.
• Fourthly, the debit memo may include a brief description of the reason for the debit memo.

Force Pay Debit Memo

When you receive your bank statements, don’t be so quick to toss them away in a file but rather open them from time to time to check the various details. A “force pay debit memo” is used primarily in banking and financial services. It ensures the payment of a check or debit, often overriding the usual order of payments or even the credit balance.

What Does The Word Chargeback Mean?

Delta policy for audit and memo issuance will be handled per IATA Resolution 850m. There was a scenario wherein our users realized that we made excess payment to supplier for some service that supplier provided. Finally, the account activity section details all memos that occurred during the statement period. For example, your customer pays $500 in advance for an annual service on January 1. In such cases, you can issue a prorated credit to your customer.The debit memo is usually issued in the same format used for an invoice. When issued, debit memos typically appear on the monthly statements of outstanding accounts receivable that are sent to customers.

The Differences Between a Credit Memo and Debit Memo

Banks sometimes encode items with a special transaction code to ensure payments are received before other items clear an account. As long as you make a deposit or have enough money in your account to cover the transaction, you don’t have to take further action. Click Enter/Adjust Invoice and select the Standard Invoice for which the amount should be reduced in the first line and the CD/DR memo in the next line. Debit memo You will that the Total will be force pay debit memo reduced which will your payment amount. Enter the check number, which is used by supplier to pay the refund amount.

Explore how the airSlate SignNow eSignature platform helps businesses succeed. Adjusted closing prices are a crucial aspect of stock markets that investors must take into account… Choose InvoiceOwl to manage your invoices efficiently and get paid on time without any hassle. The invoice can be printed only if the Print Invoice check box is selected. In the Invoice Type field, select Debit Memo or Credit Memo, as appropriate.

When you reconcile the checking account with your company’s accounting record, you will need to make adjustments for any debit memos you may have missed, including any recurring banking service fees. In business-to-business transactions, a debit memo is issued as an adjustment procedure following an inadvertent under-billing of goods or services provided to a customer. In formal parlance, it is notifying a customer that the debit memorandum will be increasing their accounts payable. Overall, handling debit memos effectively requires a combination of strong processes, clear communication, and a thorough understanding of the underlying issues. By taking a proactive approach to identifying and resolving debit memos, businesses can maintain positive relationships with vendors while also ensuring that their accounts are accurate and up-to-date. When a credit note is posted to the customer account, it reduces the total amount of the customer’s accounts payable.

Limitation to the above stated solution is that this solution is ideally valid when business has noted the excess payment in the same financial year. Cancellation of credit note or say any billing document is not recommended when the document is of previous financial year. It is hard to say whether the force pay debit was from the bank or whether that it came from someone else and that is what prompted the fraud investigation. Again, you may need to set up a new account, or if you are not happy with their, service you can always find a new bank. From the seller’s perspective, a debit memo represents an expected increase in cash inflow.

Join over 35,000 US-based business owners who have streamlined their finances and have grown their businesses with Bench. Our intuitive software automates the busywork with powerful tools and features designed to help you simplify your financial management and make informed business decisions. For all your bookkeeping services in Boise, ID, call Blueback Accounting today. Although he was born and raised in Seattle, Tyler moved to Boise in 2008 and considers the Treasure Valley Home. With over 20 years of experience, Tyler enjoys working with clients of all sizes to solve their problems and achieve their goals. Tyler brings a proactive approach to client relationships, and truly believes that those relationships are what this job is all about.

• Our team of pros is familiar with Idaho tax rules and will customize their approach to your business’ unique needs.
• With Bench, you get a team of real, expert bookkeepers in addition to software.
• Contact us today to schedule a consultation and discover how our services can help you achieve greater success.
• We work together to provide innovative solutions to our clients and help them achieve their goals.

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We can help manage all aspects bookkeeping boise of your business finances, including taxes, payroll, bookkeeping, entity formation, and more. Our services are available in all 50 states, with experts in traditional and emerging markets. Buck attended the College of Idaho in Caldwell, Idaho. He began his career in Idaho with Deloitte Haskins & Sells, the predecessor to Deloitte now based in Boise.

• Get free guides, articles, tools and calculators to help you navigate the financial side of your business with ease.
• Upon graduation, Myles will be enrolled in the Masters of Accountancy program at Boise State to help him prepare to be a CPA.
• We truly believe that Quickbooks Online is the best option for our clients.
• When it comes to bookkeeping, we are your go-to experts.

Greg Stalling CPA, Partner

Harris in 2023 and loves learning something new every day and applying what he learns in the classroom to his work. He is excited to continue learning from the amazing team at B.A. Makenna is a Washington native, who recently moved to Boise with her husband and two daughters. She said she has never felt more at home than she does here in the Treasure Valley.

You want to ensure your bookkeeping is clean and on track. When not working at the firm, Brett is a published fiction author. You can also find him watching reality TV, reading over 50 books a year, and hanging out with his bearded dragon and tuxedo cat. We love our customers, so feel free to book an on-site consultation. Joanne also made me feel comfortable with all of her knowledge of QuickBooks and everything else I needed for opening a new business.

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Get your bookkeeping, income tax prep, and filing done by experts—backed by one powerful platform.From startups to agencies, Bench works with Boise small businesses. The magic happens when our intuitive software and real, human support come together. Book a demo today to see what running your business is like with Bench.

She loves living in farm country surrounded by horses and dogs. Crystal’s life is vibrant and dynamic with unexpected adventure, both in the office as well as at home. Working at BA Harris has given her opportunities to grow and brings her a great deal of fulfillment in her professional life.

Income Taxes

We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents. Our team of pros is familiar with Idaho tax rules and will customize their approach to your business’ unique needs. We work with the help of market best software and sync up with your accounts to save time, improve accuracy, and keep your books up to date at all times. We Use Quickbooks, Sage, Zohobook, Quicken, Xero and Other.

She is excited to be a part of a talented and passionate team and learn something new every day. Kayla is a West Virginia native who earned a bachelor’s degree in business administration, with a concentration in accounting, from Concord University in 2012. Since then, Kayla has dedicated her career to key administrative roles in both corporate and entrepreneurial spaces. After living several years in Virginia, she is proud to now call Idaho home. Kayla is excited to be a part of the leadership team at B.A. Harris where she implements, organizes, and directs the operations of the firm.

While working in the mortgage industry for a large bank, Suzanne went back to earn her MBA in 2009 from Boise State. In addition to her degree work, she also obtained additional credits to be eligible to sit for the CPA exam and is working to achieve that goal. She enjoys creating lasting connections with clients and assisting in problem solving. Our mission is to help our clients and our professionals thrive. Through dedication to lasting relationships, we are committed to your success. Discover how we can help you have better finances with a personalized demo from a Bench expert, ready to answer all your questions.

Harris in 2022 is so excited to be a part of the B.A. In her free time, Carissa loves to craft, spend time with her family, and get her hands dirty trying out new recipes, starting DIY projects, and creating art. When not at work, Suzanne can be found spending time with her 2 boys, who are the joy of her life. She loves animals, camping and snuggling with her kids. Outside of work, Kayla can be found spending time with her family outdoors, streaming a new show, or enjoying game night with friends.

A native of the Treasure Valley, Tawnya has provided tax and accounting services for more than 25 years. She brings a unique blend of knowledge and insight from her work experience and professional service positions. Tawnya has a passion for advocacy that extends beyond tax compliance work into legislative initiatives to improve taxpayer outcomes for the future. Barbara has over 20 years of valuable experience  and specializes in quickbooks clean-up, bookkeeping, accounting systems creation, financial statement reviews, and budgeting. She will be an invaluable asset to your team and will customize your services to fit your unique business. We also offer virtual assistance services through our dedicated team of Bright VAs.

We stay up to date on the latest developments to ensure your tax returns are optimized for current conditions. We love our customers, so feel free to visit during normal business hours. A defined plan and being held accountable is the cornerstone to making positive change and building a successful business. Contact us today to schedule a business consultation.

Easy-to-use templates and financial ratios provided. I have been extremely satisfied with the services I have received from Sara. She is knowledgeable, super helpful, timely and so patient with me. I feel confident knowing that she is handling my account.

Harris offers different levels of assurance services depending on your organization’s specific needs. We view each engagement as a collaboration between our team and yours to illuminate overall financial performance while discovering opportunities for improvement and growth. Our team includes certified bookkeepers with real business experience, having owned and sold small businesses themselves. With an MBA and bookkeeping certification under our belt, we bring a unique perspective to the table.