
Daphne Berdina
Tax Ready Results, Error Free Bookkeeping with Zero Guesswork
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
From Messy Books to Tax Ready Precision, Saving a Client Thousands in Back Taxes
Freelancer.com • Freiberufler
Jun 2019 - Present • 6 yrs 11 mos
A small business owner approached me with over a year of disorganized financial records, unreconciled accounts, and missing entries just weeks before tax filing. Their books were inaccurate, expenses were misclassified, and income streams were incomplete, putting them at risk of overpaying taxes and facing penalties. I performed a full cleanup and catch-up bookkeeping process, reconstructing historical data, correcting errors, and properly reclassifying transactions. I reconciled all accounts, identified deductible expenses that had been overlooked, and aligned the records with IRS-compliant standards. Next, I implemented a structured monthly closing workflow and prepared tax-ready financial reports, including a clean profit & loss statement, balance sheet, and supporting schedules. As a result, the client reduced their taxable income significantly, avoided penalties, and saved thousands in unnecessary tax payments—while gaining a clear financial picture for future growth.