Business Details
Expert Bookkeeping Services for Small Businesses
At Streamline Bookkeeping, we empower small businesses to achieve financial clarity and operational efficiency through meticulous bookkeeping systems. Our mission is to alleviate the burden of financial management, ensuring clients maintain accurate, up-to-date records that support informed decision-making throughout the year. Founded by Jeff Kohn, a certified public accountant with extensive experience in tax and accounting, our firm combines technical expertise with personalized service.We specialize in delivering monthly tax-ready financial reports, leveraging platforms like QuickBooks and Xero to provide seamless access for clients and their CPAs. Our team prioritizes transparency, proactive communication, and tailored solutions, helping businesses navigate complexities such as 1099 filings and expense categorization. With a focus on sustainability and client education, we aim to transform bookkeeping into a strategic asset for long-term success.
Services
Bookkeeping Services
Financial Reporting
1099 Filing Assistance
Data Entry
Reconciliation
Online Financial Access
Details
- Year established: 2025
Highlights and features
- Our team consists of certified experts with extensive accounting experience.
- We provide monthly tax-ready financial reports for seamless tax preparation.
- We specialize in 1099 filing guidance and error-free compliance solutions.
- Our personalized approach ensures tailored financial systems for every client.
- We prioritize transparency, proactive communication, and client education.
Associations and certifications
- CPA License
What people say
Saved us money
Accurate financial statements
Highly recommended
Proactive communication
Tailored solutions
Services
Bookkeeping Services
We manage comprehensive bookkeeping for small businesses, including transaction data entry, bank reconciliation, and monthly financial reporting. Our systems ensure accuracy and tax readiness, saving clients time while providing real-time financial insights. Clients access reports via platforms like QuickBooks Online for seamless collaboration with their CPAs.
1099 Filing Assistance
Our team guides clients through 1099 filing requirements, including W9 collection, expense categorization, and deadline compliance. We clarify exceptions for corporations and nonprofits, ensuring error-free submissions by January 31st. Services include reconciling reimbursements and handling international contractor documentation for regulatory adherence.
Financial Reporting
We generate detailed monthly financial reports tailored to small businesses, covering income statements, balance sheets, and cash flow analysis. These reports are formatted for CPA compatibility and include categorized expenses to support strategic decision-making, such as hiring or asset purchases.
Data Entry
Our data entry services include reconciling bank and credit card transactions, categorizing expenses, and maintaining organized ledgers. We ensure all financial activity is accurately recorded, reducing errors and providing a clear foundation for tax preparation and business planning.
Online Financial Access
Clients access their financial data securely through QuickBooks Online, enabling real-time monitoring of cash flow and profitability. This digital integration streamlines collaboration with CPAs and simplifies year-end tax processes, ensuring transparency and accessibility for business owners.
People
Jeff Kohn
CEO & Founder
Jeff Kohn, a CPA with over 20 years of experience, founded Streamline Bookkeeping to simplify financial management for small businesses. He specializes in tax preparation, financial analysis, and 1099 compliance, combining technical expertise with client-focused service.
Questions
What bookkeeping services do you offer for small businesses?
We provide monthly financial reporting, data entry, reconciliation, and 1099 filing assistance using platforms like QuickBooks Online.
How do you ensure financial reports are tax-ready?
We categorize transactions accurately, reconcile accounts monthly, and format reports for CPA compatibility, ensuring seamless tax preparation.
Do you handle 1099 filing requirements?
Yes, we guide clients through W9 collection, expense categorization, and deadline compliance to ensure error-free 1099 submissions by January 31st.
What accounting software do you support?
We work with QuickBooks, Xero, and Wave Accounting, providing seamless online access for clients and their CPAs.
