CDM Business and Tax Services focuses on developing relationships locally with individuals and small businesses to be their one stop for all tax and tax and bookkeeping services. As an Enrolled Agent, I advise, represent, and prepare tax returns for individuals and businesses with tax-reporting requirements. I am the owner, Danyelle Mullinax, and a life long resident of Forsyth County.
I have worked in the tax and bookkeeping profession for over 24 years. As an Enrolled Agent, I am a federally-authorized tax practitioner and empowered by the United States Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals.
I have worked in the tax and bookkeeping profession for over 24 years. As an Enrolled Agent, I am a federally-authorized tax practitioner and empowered by the United States Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals.
Services
The first key to success in business is to know whether you are making money and where that money is going. Most people in a small business, especially those in business for the first time, do not fully understand bookkeeping requirements and procedures. The main responsibility of the bookkeeper is to keep financial records, maintain, and balance various accounts of their clients.
If you are like most small to midsize business people, you wear many hats and time is a precious commodity. Therefore, you and your staff, need to spend your time on those areas that are the most essential to your business. Which is producing your product or service and selling it at a reasonable profit.
One of the most common problems with QuickBooks is that the chart of accounts is out of whack. We can review and restore your chart of accounts. This includes correcting any other QuickBooks problems you may be having. This is referred to as a clean up. Once your chart of accounts is in order, we can then train you on how to efficiently use QuickBooks as it pertains to your business. Review and evaluate your company's accounting procedures to make sure QuickBooks is being utilized as efficiently as possible.
Reviews (2)
Aronijin
Mar 25, 2021
Lynne Doerfler
Aug 26, 2020