Can a tax accountant in Jackson, WY actually save me money?

You bet! We uncover deductions, credits, and strategies that fly under the radar for most people. Real savings, real fast.

Is paying for a tax accountant in Jackson, WY worth it?

Totally! The cash you save on errors and maxed-out deductions usually dwarfs our fee. It's an investment that pays off big.

Do tax accountants in Jackson, WY handle future planning too?

Absolutely. We offer ongoing advice to lower future taxes, streamline cash flow, and keep you ahead of the game.

10 Simple Ways Jackson WY Business Owners Can Stop Bookkeeper Theft Before It Starts

At Toran Accounting, we are the local CPA firm that helps Jackson Hole construction companies, and small businesses keep more of the money they earn. When a trusted bookkeeper takes money, it hurts. A lot. Most of the time it happens because the owner never puts a few easy safeguards in place.

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If you have a bookkeeper in Jackson WY or do the books yourself, these 10 simple steps are crucial to implement. They are so easy that any owner can start them this week, and most of them are free. The ones that take a little extra help? That is where our small business CPA in Jackson WY team comes in.

1. Never Let One Person Do Everything

Have one person open the mail and make deposits, and a different person check the bank statement. If you only have two people, just switch jobs once a month.

2. Make Big Payments Need Two OKs

Tell your bank that any check or transfer over $1000 needs two signatures. It takes two minutes to set up and will provide a big piece of mind.

3. Look at Your Bank Statement Yourself Every Month

Do not just trust the report your bookkeeper prints. Log in online and scroll through the transactions. Look for anything that seems weird. This should be a monthly ritual.

4. Do Not Give Your Bookkeeper Full Control of QuickBooks or Payroll

Only the owner should be able to add new employees or change pay rates. We can set this up for you.

5. Do Surprise Checks

Once a quarter, ask to see payroll reports or credit card receipts without warning. Verify the subcontractor expenses.

6. Let Employees Report Problems Without Getting in Trouble

Put an internal process in place. Tell everyone they can send tips anonymously. People usually see funny business before the owner does.

7. Review your Financials Monthly

Once a month, pull an entire General Ledger Report and go through every line item.

8. Talk to your bank

Ask your bank for “Positive Pay” and “ACH blocks.” They are free at most local banks and stop fake electronic payments cold.

9. Make a One-Page Rule Sheet for Expenses

Have a solid employee reimbursement policy, require 2 reviews and 2 signatures.

10. Get a Quarterly Checkup from Toran Accounting

We meet once a quarter, 4 times a year. We send out financial statements monthly. We provide you with a general ledger to review. We forecast and project out tax liability every quarter so there are never any surprises.

The Truth About Bookkeeper Theft in Jackson WY

Trust is great. Blind trust is expensive. These 10 steps are simple and every owner should do them. But most owners are busy running the business, not watching every penny. That is why smart owners call Toran Accounting. We set everything up, check it every year, and let you sleep at night.

Call Toran Accounting today for a free consultation. We will tell you exactly which of these 10 steps you already have and which ones need fixing.