At Bookswright Advisors, we've taken the time to develop solutions that fit the needs of today's world, for both businesses and individuals. It's not just about delivering financial statements and tax returns anymore, but rather working in partnership with clients to help build sustainable, profitable businesses and prosperous lives.
This can only be accomplished by serving as your dedicated advisor-guiding you on everything on the business side from entity selection, taxes, and cash flow analysis to operations and technology, as well as key areas on the individual side such as tax planning, retirement guidance!
This can only be accomplished by serving as your dedicated advisor-guiding you on everything on the business side from entity selection, taxes, and cash flow analysis to operations and technology, as well as key areas on the individual side such as tax planning, retirement guidance!
Services
Lisa A. Wright, the owner of Bookswright Advisors, LLC, has been working with individuals, sole proprietors, partnerships and corporations for several years strategizing to lower tax burdens and simplify accounting and bookkeeping, while providing key monthly information to owners so that they can make sound business decisions.
We know that one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you're an individual, partnership, or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation and focused on mitigating your tax burden.
Accurate and timely accounting data, coupled with expert guidance from our team, are necessary to any successful business or personal financial situation. Let the Bookswright Advisors LLC team provide you with dedicated accounting and advisory services to help you meet your goals. Put your focus back on your business by handing your accounting work over to our firm.
Our business consulting services help to ensure that you are successful from the launch of your business and for the long hall. We understand the many aspects of running a successful operation, which is why we support you at all levels-from entity selection and initial setup of your accounting records to accounting software conversion and year-round planning.
Our accounting services at Bookswright Advisors provide thorough, accurate reporting and critical analysis that allow you to evaluate your financial health and realize your business goals. We can support you by delivering financial statements and reports or handling all of your accounting tasks so you can concentrate on running your business.
Reviews (4)
Casey Campetti
Mar 26, 2021
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Jackie Maurer
Nov 03, 2020
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Lisa Wright and Bookswright saved me! Lisa has helped my business get caught up on bookkeeping/taxes and to bring my bookkeeping and taxes into sync under a single umbrella. It is so much easier (and cost effective) combining these than going with separate providers!
Wrightbooks straightened out my books set up correcting errors from past bookkeepers. Lisa is knowledgable, strategic, sticks to agreed upon deadlines, and keeps me on track so she can stay on track! The relief as a business owner of having a trusted partner who I know will provide expert guidance and do everything correctly, is beyond
Wrightbooks straightened out my books set up correcting errors from past bookkeepers. Lisa is knowledgable, strategic, sticks to agreed upon deadlines, and keeps me on track so she can stay on track! The relief as a business owner of having a trusted partner who I know will provide expert guidance and do everything correctly, is beyond
Honi Kawut
Sep 11, 2020
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I had been a business client of a large CPA firm for many years. I heard from them at tax time and that was it I decided that I needed a more personal relationship with my financial advisor and switched to Lisa. It has been my best business move to date. She is efficient, reliable and communicates throughout the year. She is on top of all PPP rules and regulations as they happen and communicates them immediately. She is concerned about the bottom line of my business and delivers so much more than just the taxes. Thank you Lisa, my money is in your hands!
Kevin Willett
Sep 05, 2017
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Lisa understands the import of building relationships with her clients. She works with them through out the year because she knows its not just about delivering financial statements and tax returns anymore, but rather working in partnership with her clients to help build sustainable, profitable businesses and prosperous lives. I highly recommend her to my friends.
