About KelliWorks
KelliWorks is a full-service accounting, tax, and business management firm dedicated to helping entrepreneurs, small businesses, nonprofit organizations, and growing companies build a strong financial foundation. We Build the Business Behind the Business.
Meet the Founder
Kelli Lewis, Founder & CEO
Kelli is also the author of Entrepreneurs Anonymous, a book inspired by her passion for helping business owners overcome common challenges and achieve sustainable growth.
Why Choose KelliWorks:
Nearly 20 years of experience | 450+ businesses served | Personalized service | Year-round tax guidance | Fractional CFO expertise | Virtual and in-person options | Flat-rate pricing | Compliance and audit support
Empower Your Business with KelliWorks - Your Trusted Accounting Partner for a Strong Start
Are you an aspiring entrepreneur looking to build a thriving business from the ground up? Look no further! Meet Kelli Lewis, the visionary founder behind KelliWorks, your ultimate accounting ally on the path to success.
TAX PLANNING STRATEGIES
ACCOUNTING SOLUTIONS
BUSINESS GROWTH
Tailored Solutions for Entrepreneurs:
We know that every business is unique, and cookie-cutter solutions won't cut it. That's why KelliWorks specializes in providing personalized accounting services tailored to meet the specific needs of entrepreneurs like you. From bookkeeping and financial consulting to virtual accounting services, we've got you covered, ensuring you have the support you need at every step.
Navigating Tax Season with Confidence:
Tax season can be a daunting time, but not when you have KelliWorks by your side. With Kelli's genuine passion for making tax season stress-free, she'll work tirelessly to ensure your finances are in order, leaving you with the peace of mind to focus on growing your business.
Why Choose Us
We believe that every entrepreneur deserves access to professional accounting services, regardless of the size of their business. At KelliWorks, we offer a flat-rate pricing model, making our services affordable and accessible to entrepreneurs of all backgrounds.
As experts in QuickBooks, we'll empower you with cutting-edge tools to manage your finances efficiently. Say goodbye to tedious bookkeeping tasks and embrace a streamlined process that frees up your time to concentrate on your core business.
As experts in QuickBooks, we'll empower you with cutting-edge tools to manage your finances efficiently. Say goodbye to tedious bookkeeping tasks and embrace a streamlined process that frees up your time to concentrate on your core business.
When you choose KelliWorks, you're not just hiring an accounting firm; you're becoming a part of our entrepreneurial family. We're honored to ride the waves of excitement with you as your business expands and thrives.
Don't let accounting complexities hinder your entrepreneurial dreams. Reach out to KelliWorks and let us be your trusted accounting partner. With offices in both NJ and FL, we are ready to assist entrepreneurs like you in setting up your business properly and ensuring a bright future for your venture.
As you embark on your entrepreneurial journey, having a reliable accounting partner is crucial to your success. With KelliWorks, you'll find a dedicated team that understands the unique challenges entrepreneurs face and is committed to helping you navigate them seamlessly. Trust in our expertise, affordability, and personalized approach
BENEFITS OF PROFESSIONAL ACCOUNTING SERVICES
FAQ
It depends. If you need someone to enter day-to-day transactions into your accounting system, a book keeper is likely your best bet. But if you need someone to interpret and analyse your financial data, a business accountant is almost certainly the answer.
An audit can be a scary thing for a business so, keep these things in mind:
Expect the audit to happen by mail or in-person and prepare to work with and not against the auditor.
Keep all documentation organized and provide only what is specifically requested.
KelliWorks can help you both save and earn money.
First and foremost, by outsourcing your bookkeeping, you are free to spend your time making sales and bringing in new business.
Secondly, having your books done properly from the beginning helps you avoid the high costs of fixing errors at tax time.
Also, we help you save by giving you expert bookkeeping without having to pay for a full-time, full-charge bookkeeper.
KelliWorks, in its commitment to public service, provides discounts to not-for-profit organizations.
Please call today for pricing information.
Don't panic! Your required action will depend on the type of mistake you made.
If you forgot to include a certain piece of information, it's likely that the IRS will contact you to request the specific piece of information.
If you made a mistake in your calculations, many small mathematical errors will be discovered as the IRS processes the return. It's unlikely that you will have to correct errors of a small caliber.
If you forgot to report some of your income or if you forgot to claim a credit or deduction, you will need to file an amended tax return using 1040x form. These forms can be forms on the IRS website.
The IRS recommends keeping tax records for at least 3 years from your filing date (or 2 years from the date you paid the tax, whichever is later). Employment tax records: 4 years. Records related to business property: keep until you dispose of the property, plus 3 more years.
It's important to avoid mixing your business and personal finances, especially if the IRS comes knocking.
Consider operating separate checking accounts and accounting systems for your business and personal needs.
You can also set up a home office dedicated exclusively to your business.
A business credit card is another option!
Bookkeepers are responsible for recording and organizing financial data. While Accountants, are responsible for interpreting that data.
A true bookkeeper will make sure your books look good. While, a licensed account can help you make financial decisions about your business.
In other words, bookkeeping lays the foundation for accounting.
Even if you don't own a business, there are many types of receipts you should keep for tax purposes. You should keep receipts of medical expenses, for example, as well as for childcare.
Depending on your circumstances, there may be numerous receipts that will help you get the best deductions.
The answer is NO!.
Cleaning up books is KelliWorks’ specialty. Even if you’re managing your business using a spreadsheet and keeping receipts in a shoebox, our certified bookkeepers can get everything up to date, in order and working to support your business.
Only with your express permission.
By allowing your accountant to access your data, your accountant can review or change your data files while you still have access the accounting software.
This can be accomplished without you having to make a backup or having to stop using the system while your accountant is works on your data. You can continue with your work without any interruptions.