We Prepare Tax Returns!

We prepare most type of tax returns:

Individual. 

S Corporation.

C Corporation.

Partnership.

Payroll.

Amended.

Gary Bode, CPA is a Master's Degreed, nation wide accountant offering tax and business services. Member of AICPA and NCACPA. Our virtual office provides excellent service to long distance and international clients. Call (910) 399-2705 for a free phone consult.

Client Video Testimonials

Click here to watch some of our clients in their video testimonials!

Client Testimonials

I used Gary’s services to file my 2012 income tax return. This was my first year having an accountant do my return, as I have always done it myself using TurboTax. However, this year I had cancelled debt from my old primary residence which I was forced to convert to a rental property after relocating out of state.

While it didn’t cost me anything to do the short sale, the income tax consequence from the cancelled debt, roughly $50,000 in my case, was enough to move me from the 15% tax bracket to the 25% tax bracket.  Needless to say, I was concerned about that.

Finances were already tight and my husband and I are expecting our first child this fall. So the possibility of owing income tax was stressing me out. However, Gary was great at relieving my fears.

He is extremely knowledgeable, answered all my questions and was very thorough. I knew I was in good hands. He kept in constant contact with me throughout the process, keeping me updated on the progress of my return and letting me know what paperwork he needed to complete my filing.

In my mind, best case scenario would have been to not owe any taxes. Second best would be to only owe a little. Well, you can imagine my surprise and delight when Gary told me I was actually due a refund of a little over $2,700.00!

To top it all off, I found Gary’s fee for service to be fair, competitive and affordable; especially given the complexity of this type of return. I am so glad I did not try and go it alone this year. I am extremely pleased with Gary’s service and would recommend him highly to anyone, in fact I already have. If you have cancelled debt from a short sale or foreclosure, don’t freak out. Take a deep breath and call or email Gary. I am grateful I did.

Angie Falke of Holiday, FL

Free Consult

Even though Gary enjoys helping colleagues, we no longer provide free consults to other tax preparers. He's happy to consult on an hourly billing basis if our schedule allows.

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QuickBooks CPA discusses how Sloppy Bookkeeping impedes Managerial Decisions

QuickBooks CPA discusses small business bookkeeping

Proper QuickBooks setup and consistent bookkeeping turns your financial data into a powerful managerial tool. Need a free consult on your QuickBooks business? (910) 399-2705.

QuickBooks CPAs see every way a company can mess up its books. While it isn’t a problem for us (we can fix almost everything in QuickBooks), it sometimes loses the Client opportunities to use its own bookkeeping for managerial purposes. This is one of my Dad’s (Gary Bode, CPA) pet peeves. And not without reason either! For once (wink).

Now, I’m not talking about mis-recording infrequent transactions, like say the purchase of a new vehicle with concomitant trade-in. I’m talking about mundane transactions like monthly phone bills and rent payments (if applicable).

I’m also not really talking about the IRS in this post, but they have to be mentioned. On the tax return, the IRS demands certain expenses be segregated out and reported separately. Like rent and advertising for example, even though they are both fully deductible, both for the company’s tax return, and the QuickBooks bookkeeping. Maybe so the IRS can better profile your return to find red flags. Nice. So we routinely look at the number of checks written for the year in these mandated categories, to ensure all of them are actually there, and not buried somewhere else, or, in the wrong year even. Meal expense is another IRS segregated category, probably for two reasons: it’s abused and only half of the actual expense is deductible.

“Sloppy small business bookkeeping impedes budgeting and cash flow management: essential processes during a Recession!”
Gary Bode, QuickBooks CPA and tax accountant

Here, finally, is what I am talking about. Let’s look at cell phone expense. It irritates me personally that I have to pay for all my cell carrier’s wasteful advertising. Am I on the fastest network, the most reliable one? Why is Hollywood on my bill? Rein it in, Sarah. The point is cell phones are generally a material expense, especially since most small businesses have multiple cell lines. And costs can be controlled, sort of, by modifying your plan or even switching companies. We look at your expenses aggregated over time. So if they’re not all in one QuickBooks account, what is an egregious expense can look OK, or at least as good as gets. You probably look at cell phone cost on a bill by bill basis. But, if it strikes you as high, it is hard to look back and compare previous bills if sloppy bookkeeping exists. So the business may lose opportunities to evaluate a controllable expense. And while we generate fees correcting sloppy bookkeeping, consistent bookkeeping is easy to do. My Dad says 95% of the QuickBooks bookkeeping for a business uses maybe 10 types of transactions, and he’s available to help with the other 5%.

So, sloppy QuickBooks bookkeeping can affect:

  • Your CPA fees.
  • Company cost control opportunities.
  • Increases IRS audit risk.
  • Impede budgeting and cash flow management.

How can we offer QuickBooks CPA services nationally?

As Client contacts from this website expanded into other areas of NC and then nationally, my Dad developed a digital toolbox to handle long distance bookkeeping and tax return preparation. We call this set of tools our virtual office. One tool is Cisco meetings. This allows my Dad and the Client to view QuickBooks simultaneously on his computer screen during a phone call. What a great teaching aid for QuickBooks setup and problem solving! It also circumvents some of QuickBooks marketing issues by allowing a non supported QuickBooks edition to remain useful.

How is Gary Bode, CPA qualified to help you with QuickBooks bookkeeping?

  • He’s taught QuickBooks online for Baker College. Also accounting and healthcare management.
  • He’s very patient with Clients. Why? He remembers how overwhelming QuickBooks can be.
  • He uses QuickBooks every day.
  • He’s worked with QuickBooks for 20 years.
  • He’s worked with every QuickBooks version; Basic, Premium and Enterprise.
  • He’s worked with many types of Companies using QuickBooks.

What types of QuickBooks CPA services do we offer?

We’re a boutique QuickBooks CPA firm that offers personalized QuickBooks services.

  • Help with deciding if QuickBooks is best for your business.
  • Helping the Client, with a new Company, to look ahead to see what QuickBooks issues need to be in place for future optimization.
  • Helping decide which edition of QuickBooks is best.
  • QuickBooks setup. Dad says it’s better to setup QuickBooks to show how the Owner, Member, Shareholders, Partners etc., intuitively think the Company’s finances. Usually that’s in terms of cash flow. Forcing accounting conventions on a Client who isn’t trained in them just seems wrong.
  • QuickBooks tutoring. If you have the time and patience to take a general QuickBooks course, that’s great. But you’ll spend time on issues your business doesn’t use. Our tutoring is specific for your Company. There’s less frustration and a lower learning curve.
  • QuickBooks support.
  • Dad says that any QuickBooks CPA eventually sees every way to mess it up. So they get lots of practice fixing QuickBooks issues.
  • Helping the Client use and develop managerial tools from QuickBooks data.

Please call us for a gratis initial consult on your QuickBooks based Company. (910) 399-2705.

3 comments to QuickBooks CPA discusses how Sloppy Bookkeeping impedes Managerial Decisions

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