Macy Tax and Accounting
Making small business accounting easy and affordable.
- Trusted
- Experienced
- Professional
About Me
Practical financial advice you can count on
Who Are We?
I am Kathleen Macy, the owner, and founder of Macy Tax and Accounting. We began in 2016 after deciding it was time to open my own tax office and work more from home and less driving to an office and sitting in traffic. It was a good decision as I found more small businesses like mine, "need help" with the small stuff, like bookkeeping. As long as I can remember I have loved math and numbers. I thought everyone was like me until I really got started in accounting and began using the online bookkeeping software did I realize that "most people" not only are not numbers people but also don't like to do the math and all the necessary paperwork to run a business. That is where we come in.
Why choose Macy Tax and Accounting?
Only you can answer that question, but here is one good reason to join our team. We do this for a living and love doing it. It is an easy thing to let someone else worry about how the profit and losses are being tracked. Let us take the worry about the financial part of the business, so you can focus on growth and management.
The best reason to choose Macy Tax and Accounting is that we are a one-stop shop, where you can get not only get your bookkeeping done, but also tax advisory services, business services, payroll, and tax preparation all in one place, keeping your personable identifiable information all in one place instead of several different locations that is easy to lose track of. We use high internet security and locked doors and cabinets to keep your information safe and secure. The only people that have access to your information is the people that need to know.
Services
What I do
Accounting Services
Bookkeeping, year end review or monthly reconciling. Let us do the bookkeeping and accounting tasks so you can focus on the business tasks.
Tax Services
Individual and small business tax preparation. Get ready for tax time in October so you can file early and beat the rush. We can help with tax advisory for how to be prepared for the tax filing season.
Financial & Business Advisory
Start-up processes or how to dissolve a company. Most all businesses are online these days. We can help you start your business the right way and help you stay compliant with the state and federal regulations for your business entity.
Payroll
Small business payroll is our niche. We can get you started with 1 up to 25 employees, and help you manage the time and tax forms all in one place.
Pricing options
Choose Your Plan
Package #1
Micro Startup
- Quickbooks Simple monthly account access via Quickbooks Online and mobile app
- All transactions recorded by client in accounting software
- Monthly review of transactions (1 Bank account & 1 Credit Card)
- Month-end adjusting entries & closing
- Monthly financial management reporting package
- 1 hour per month of training or assistance on software via Zoom or Google Meet
- 1 30 minutes per month telephone consultation
- Year-end review
Package #2
Basic Startup Package
- Entry and categorization of all income & expenses
- Bank account reconciliation (Up to 2 accounts or 100 transactions)
- Monthly financial statements
- Month-end adjusting entries & closing
- Year-end Review for preparation of Tax Returns
- Includes your choice of QBO, Xero, or QB Desktop
- 1 hour per month of training or assistance on software via Zoom or Google Meet
- 1 30 minutes per month telephone consultation
Package #3
Optimize Package
- Review accounts receivable for overdue accounts
- Bank account reconciliation (up to 4 accounts or 300 transactions)
- Sales tax tracking & payments
- Management of fixed assets
- Monthly financial statements
- Month-end adjusting entries & closing
- Quarterly review with tax preparer for tax prep
- 2 hours per month of training or assistance on software via Zoom or Google Meet
- 2 30 minutes per month telephone consultation
Package #4
Growth Package
- Review accounts receivable for overdue accounts
- Bank account reconciliation (up to 4 accounts or 400 transactions)
- Sales tax tracking & payment
- Management of fixed assets
- Monthly financial statements
- Month-end adjusting entries & closing
- Quarterly review with tax preparer for tax prep
- 2 hours per month of training or assistance on software via Zoom or Google Meet
- 3 30 minutes per month telephone consultation
Package #5
Scale Package
- Full accounts receivable management (invoicing and statements)
- Full accounts payable management (issue of payments and reconciliation of statements)
- Bank account reconciliation (up to 6 accounts)
- Inventory tracking
- Management consultation and training
- 3 hours per month of training or assistance on software via Zoom or Google Meet
- 3 30 minutes per month telephone consultation
Package #6
Payroll Processing
- You may add payroll processing to any package or use as a stand-alone service. Pricing tiers (regardless of frequency):
- 1-5 Employees - $110.00 per month
- Add employees in blocks of 5 for $10.00 per block
Additional Hourly Bookkeeping Work - $60/hr
- Includes “clean up” or back work or work above and beyond the normal monthly contracted package
Business Consulting/Computer Consulting - $125/hr
- This includes virtual controller, virtual CFO services, and computer information systems consulting (finding you a solution outside of the box)
Quickbooks Setup Package - $500/one time fee
Set up of QuickBooks file for your company – no ongoing monthly commitment
Migration of data from another bookkeeping source
Customization of all transaction lists and chart of accounts
Connect to your bank accounts (if supported by your bank)
Customization of favorite reporting
Quickbooks Tune Up Package - $350/one time fee
- We will review reports for accuracy, make sure your chart of accounts is still producing useful information for you, and check to see if any transactions need to be reclassified. We will verify all account balances (checking, savings, loans, credit cards)