Amethyst Financial Services

Bookkeeping service in Columbus, OH (show on map)

4.7

★★★★★

12 reviews

Amethyst Financial Services offers customized bookkeeping, accounting, and tax advisory services for small businesses, founded by an Enrolled Agent.

Call (614) 582-7315

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About

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 options Accurate categorization of income and expenses

Accounting

Advisory services on both individual and business levels to plan for the year ahead.

Year-end tax preparation Advisory services for financial planning

Tax Services

Year-end tax preparation for both business and individual clients.

Advisory services for tax planning Accurate tax return preparation

Job Costing

Analyze costs assigned to each project to determine profitability.

Project-level cost analysis Profitability insights

QuickBooks Online Setup

Set up QuickBooks Online with a customized chart of accounts and connected bank accounts.

Customized chart of accounts Full bank account integration

Cash Flow Forecasting

Provide analysis of cash on hand, breakeven point, and 6-month financial forecast.

Days cash on hand analysis Breakeven point calculation 6-month financial forecast

Credentials & Certifications

Enrolled Agent (EA)

Since 2018

Certified Bookkeeper

Since 2018

Reviews

Rating

4.7

★★★★★

Reviews

"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.