
Whether you need ongoing bookkeeping support, tax filing assistance, or guidance to grow your business, I offer personalized solutions designed to save you time and money. My goal is to simplify your finances, ensure compliance, and help you make confident financial decisions.
Managing eCommerce finances can be complex. We help businesses organize and automate eCommerce transactions in QuickBooks Online, including income, expenses, fees, and refunds, providing clearer financial reporting and better cash flow visibility.
QuickBooks Online Bill Pay makes paying vendors simple and organized. We can assist with Bill Pay setup, vendor management, and ongoing support so payments are tracked correctly, cash flow is clear, and your bookkeeping stays accurate.
We have many options for payroll solutions for businesses using any platform outside of QuickBooks. From processing payroll and managing tax withholdings to filing payroll taxes and preparing year-end forms, we provide accurate, compliant, and efficient payroll services tailored to your business needs.
We provide advanced Stripe integration services with QuickBooks Online to automate the recording of online transactions. Our setup ensures gross sales, processing fees, refunds, chargebacks, and payouts are accurately posted to the correct income, expense, and liability accounts. We configure clearing accounts for payment processor deposits, reconcile Stripe payouts with bank deposits, and implement class or location tracking if needed for multi-entity or multi-channel businesses. This setup minimizes manual journal entries and enhances reporting accuracy.
Even if you don’t have access to online banking or have several years of unfiled returns, we can reconstruct your financial records accurately. Using tools like DocuClipper to extract transaction data from PDF bank statements and Excel to organize and clean the data, we create CSV files ready to import into QuickBooks Online.
Once uploaded, we categorize transactions, reconcile accounts, and adjust journal entries to reflect your true financial position. This process allows us to recover past years’ records, prepare accurate tax filings, and set up a clean foundation for ongoing bookkeeping — all without needing direct access to your bank accounts.
Our cleanup process combines technical precision with practical results: we reconcile bank, credit card, and merchant accounts; correct misposted or duplicate transactions; adjust journal entries for accruals, prepaids, and deferred revenue; and ensure accounts payable and receivable are accurate.
For eCommerce or high-volume businesses, we integrate payment processors like Stripe, PayPal, and Shopify, separating fees and syncing deposits for precise reporting. At the end of the cleanup, your books are audit-ready, accurate for tax filings, and organized for ongoing bookkeeping.
Privacy Policy – Lake County Tax Pro
Your privacy matters to us. We collect information you provide, like your name, email, and documents, to deliver our tax, bookkeeping, and QuickBooks services. We never sell your information. We take reasonable steps to protect your data, but no method is completely secure. You can request access, corrections, or deletion of your information at any time by contacting us. By using our website, you agree to this policy.
(352) 602-3355 Virtual Appointments Available info@laketaxpro.com
Monday - Friday: 9am - 5pm
Saturday - Sunday: Closed