Listing Title
Short Description
Bliss Business Services provides a unique combination of bookkeeping and CFO services, offering comprehensive financial management at the cost of a bookkeeper. We specialize in empowering businesses with strategic financial planning, insightful reporting, and performance optimization to drive growth and success.
Our services include:
Financial Planning and Forecasting: We start our partnership with a customized plan to help you achieve your business goals.
Financial Reporting and Recording: Receive monthly, easy-to-read financial reports that provide invaluable insights into your business's financial health.
Business Performance Analysis and Improvement Plan: Regular planning and review meetings to stay aligned with your evolving business needs.
Tax Planning Meetings: Biannual tax planning meetings to optimize your financial strategy and prepare for tax season.
Monthly Bookkeeping Services: Comprehensive bookkeeping including transaction recording, bill payment, and account reconciliations.
Our target customers are local businesses, entrepreneurs, and professionals who seek reliable, expert financial management to streamline operations and enhance profitability. We proudly serve the greater metropolitan area, providing personalized service tailored to each client’s unique needs.
Ready to take your business to the next level? Contact Bliss Business Services today and let us help you achieve financial bliss!
Our services include:
Financial Planning and Forecasting: We start our partnership with a customized plan to help you achieve your business goals.
Financial Reporting and Recording: Receive monthly, easy-to-read financial reports that provide invaluable insights into your business's financial health.
Business Performance Analysis and Improvement Plan: Regular planning and review meetings to stay aligned with your evolving business needs.
Tax Planning Meetings: Biannual tax planning meetings to optimize your financial strategy and prepare for tax season.
Monthly Bookkeeping Services: Comprehensive bookkeeping including transaction recording, bill payment, and account reconciliations.
Our target customers are local businesses, entrepreneurs, and professionals who seek reliable, expert financial management to streamline operations and enhance profitability. We proudly serve the greater metropolitan area, providing personalized service tailored to each client’s unique needs.
Ready to take your business to the next level? Contact Bliss Business Services today and let us help you achieve financial bliss!
I am an Ohio CPA providing tax preparation, tax planning, accounting, and business consulting. Small business owners are generally the best fit for my services since their tax situations are complex enough to allow for advanced tax planning and strategies. These strategies include tax classification elections (S Corporation, C Corporation, or Partnership), tax planning for business sales or investments in new business operations, and estate planning consideration. I work with my clients' related professionals - lawyers, financial planners, insurance agents, and information technology professionals to drive the best outcome. I support QuickBooks Online and use a secure client portal to interact securely with my clients online.
We help small businesses establish and maintain their accounting systems, and assist with tax filing and compliance issues.
My team and I help small to medium sized businesses reach their financial goals by understanding their profit and loss reports along with their balance sheet. We assist them in understanding their financial health and struggles. We work to reduce their expenses and increase their income. We assist with bookkeeping, payroll, sales tax filings, and assisting with 1099's.
Meet Jeffrey Lucas Jr., EA tax planner - your secret weapon for reducing taxes and maximizing profits. As a highly experienced Enrolled Agent and Certified Financial Planner, Jeffrey specializes in helping business owners like you pay less in taxes legally and ethically. With his expert guidance, you'll uncover hidden deductions, implement strategic tax planning strategies, and gain confidence knowing that you're keeping more of your hard-earned money. Don't let taxes drain your profits - book a meeting with Jeffrey Lucas Jr today.