Amethyst Financial Services, founded in 2018 by Meghan Kizer, EA, specializes in customized bookkeeping, accounting, and tax advisory services for small businesses. With a focus on timely financial analysis and growth support, the firm offers services such as year-end tax preparation, bookkeeping maintenance, job costing, QuickBooks setup, cash flow forecasting, bank reconciliation, monthly reporting, budgeting, historical clean-up, electronic receipt management, payroll, and accounts receivable/payable.
The team includes certified professionals committed to ongoing education and client-centric financial solutions.
Customized service packages tailored to individual business needs
Expertise in both individual and business tax planning
Use of modern tools like ReceiptBank, QuickBooks Online, and Xero
Services
Small Business Bookkeeping
Correctly categorizing transactions to save money at tax time and provide visibility into business finances.
Monthly, bi-weekly, and weekly optionsAccurate categorization of income and expenses
Accounting
Advisory services on both individual and business levels to plan for the year ahead.
Year-end tax preparationAdvisory services for financial planning
Tax Services
Year-end tax preparation for both business and individual clients.
Advisory services for tax planningAccurate tax return preparation
Job Costing
Analyze costs assigned to each project to determine profitability.
Project-level cost analysisProfitability insights
QuickBooks Online Setup
Set up QuickBooks Online with a customized chart of accounts and connected bank accounts.
Customized chart of accountsFull bank account integration
Cash Flow Forecasting
Provide analysis of cash on hand, breakeven point, and 6-month financial forecast.
Days cash on hand analysisBreakeven point calculation6-month financial forecast
Credentials & Certifications
Enrolled Agent (EA)
Since 2018
Certified Bookkeeper
Since 2018
Reviews
Rating
4.7
★★★★★
Reviews
12
"Online appointments"
Frequently Asked Questions
What services does Amethyst Financial Services offer? +
Amethyst Financial Services offers small business bookkeeping, accounting, tax services, job costing, QuickBooks setup, cash flow forecasting, bank reconciliation, monthly reporting, budgeting, historical account cleanup, electronic receipt management, payroll, and accounts receivable/payable services.
Who is Meghan Kizer? +
Meghan Kizer is the Owner and Enrolled Agent (EA) of Amethyst Financial Services, with a strong background in accounting and finance, and a focus on continuing education for accurate tax advice.
How does Amethyst Financial Services help with tax preparation? +
Amethyst Financial Services provides advisory services for tax planning throughout the year and prepares year-end tax returns, ensuring all deductions are maximized.
What qualifications do the team members have? +
The team includes an Enrolled Agent (EA) and certified bookkeeper, staff accountants with degrees in Accounting and Finance, a communications specialist, and accounting professionals with Master’s degrees and extensive experience.
4.7
