We're here so you can focus on your business.
From bookkeeping services to tax filing, we are the all-in-one accounting firm you can count on.
Our Approach
Ethical bookkeeping and accounting practices are essential for businesses of all sizes as they play a crucial role in maintaining the trust and confidence of stakeholders, including customers, investors, employees, and regulators. At Ethical Money Matters, we believe that the key to long-term financial success starts with implementing personalized financial solutions using the highest standard of accounting practices. Our approach to accounting focuses on our client’s long-term goals and building a battle plan that adheres to the highest ethical standards. Our accurate and transparent accounting services help our clients make informed decisions, comply with legal and tax regulations, avoid financial fraud and mismanagement, and avoid costly legal penalties and damage to their reputations.
Our Services
Our packages are customized to meet the unique needs of each client, taking into consideration their specific financial goals and requirements. Whether you are an individual looking to manage your personal finances or a business owner seeking to optimize your company's financial performance, we have the expertise and experience to provide you with tailored solutions. Our clients include businesses of all sizes and structures, from independent contractors, sole proprietorships, and partnerships to LLCs, corporations, and non-profits.
With Ethical Money Matters, you can trust that your financial well-being is our top priority.
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Experience personalized, one-on-one financial planning and consulting with our founder and financial expert, Jerri Simpson. Whether you're an individual focused on securing your financial future or a business striving to enhance your financial strategies, our consulting services are designed to assist you in achieving your objectives while adhering to ethical and responsible financial principles.
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Precise and punctual preparation of monthly, quarterly, and year-end profit and loss statements and balance sheets for you and your business.
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Our team issues invoices, monitors incoming payments and cash flow, and promptly reports any overdue transactions.
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Accounts Payable: We efficiently manage your outgoing payments, ensuring timely processing of invoices and smooth cash flow management. Our commitment extends to reporting any outstanding payment obligations promptly and presenting solutions on how to handle them.
Bill Pay: We handle your recurring payments, streamlining the process to save you time and effort. Our team ensures bills are paid on schedule, contributing to your financial peace of mind.
Payroll: Our comprehensive payroll service covers everything from employee compensation calculations to tax withholding and reporting. We provide accurate and on-time payroll processing, reducing the administrative burden on your business.
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Our team conducts all necessary tax preparation and payment for payroll tax, and sales tax. Audits are done prior to submitting your corporate & personal income tax information to your CPA.
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✓ Embezzlement Discovery
✓ Debt Collection
✓ Tax Audits & Insurance Audits
✓ Corporate Formation & Corporate Minutes and more.
Our Process
Step 1: Get set up and connect your accounts
After a thorough onboarding, where we learn all about your unique financial situation and goals, our team will set you up with a Quickbooks Online account and securely connect your financial accounts.
Step 2: We do your bookkeeping
We organize your transactions, reconcile your accounts, and prepare financial reports.
Step 3: We set you up for success
Take advantage of all of our financial services, including Business Consulting, Financial Planning, Payroll, Accounts Receivable & Invoicing, Accounts Payable, Bill Pay & Payroll, Debt Collection, Embezzlement Discovery, Corporate Formation & Corporate Minutes, and more.
Step 4: We deliver tax-ready financials
Our team takes care of filling payroll and sales taxes as needed, and at the end of the year, we prepare everything needed for stress-free income tax filing and deliver it directly to your CPA.
Meet Our Team
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Jerri Simpson
Owner & Lead Accountant
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Brandy Baron
Accountant
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Shannon Facteau
Accountant
Get started with Ethical Money Matters, today.
Sample Packages
Our accounting packages are completely customizable and tailored to each clients’ individual needs. Here are examples of what a typical package includes.
Basic Accounting Package for Individuals
Monthly categorization of transactions & reconciliation of up to 5 bank accounts, credit cards, and loans, etc.
Journal entries for end-of-year loans, mortgages, etc.
End-of-year audit of accounts prior to submitting to the accountant for tax prep. Coordination with the accountant to confirm all extensions and taxes are filed in a timely manner.
Basic Accounting Package for Businesses
One hour of Business Finance Consulting
Weekly update and categorization of transactions for up to 10 bank accounts and credit cards.
Monthly reconciliation of up to 15 bank accounts, credit cards, and loans.
End-of-year journal entries for loans, mortgages, etc.
End-of-year audit of accounts prior to submitting to the accountant for tax prep. Coordination with the accountant to confirm all extensions and taxes are filed in a timely manner.
Premium Accounting Package for Businesses
One hour of Business Finance Consulting
Daily update and categorization of transactions for bank accounts and credit cards.
Monthly reconciliation of bank accounts, credit cards, and loans.
Accounts payable, Bill Pay & Payroll
End-of-year journal entries for loans, mortgages, etc.
Payroll tax filling, W-2s, 1099s, and all other necessary forms filed, including State legal filings where necessary.
End-of-year audit of accounts prior to submitting to the accountant for tax prep. Coordination with the accountant to confirm all extensions and taxes are filed in a timely manner.
Add-On Services For Package:
Accounts payable, Bill Pay & Payroll Accounts Receivable and Invoicing - Sales tax submissions and payments - Financial Planning - Business & Financial Consulting - Collections & Debt Resolution
Specialty Services:
Tax Audits - Insurance Audits- Workman’s Comp Audits - Corporate formation, organization, and Minutes - Embezzlement Discover, Insurance handling, and Prosecutions.