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Financial Consulting for Business

Bookmarx LLC provides a wide range of services to individuals and small businesses in a variety of industries. At Bookmarx LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Advisory Services

At Bookmarx LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business start-up, planning, and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace.

Bookkeeping and Compilations

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Bookmarx LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Cash Flow Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Bookmarx LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.


E-commerce businesses are quickly dominating the marketplace. The internet has allowed for easy financial exchanges across multiple sites, which is great for business but can be complicated and confusing. At Bookmarx LLC, we specialize in E-commerce financials. We manage online sites, like PayPal, EBay, and Amazon and analyze working capital line of credit, like Kabbage in order to coordinate them with your other financial accounts to give you the most complete picture of your financial standing and cash flow.

Entity Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Bookmarx LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most beneficial entity type for the functions your business performs.

Financial Projections and Budgeting

No one can predict the future perfectly, but we can all benefit from planning for it. Bookmarx LLC combines expertise and experience with a gained understanding of your business to produce working budgets that can help you manage your business plan and spending. Budgeting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Payroll Services

Bookmarx LLC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

QuickBooks Software Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Bookmarx LLC offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Small Business Start-Ups

Are you starting or have you just started your own business? Bookmarx LLC invests in the start up of your company and stays on task to provide the security and assistance necessary to function effectively and efficiently. Small business owners can take advantage of hiring Bookmarx LLC as a "back office" outsource and saving thousands of dollars in overhead costs. Bookmarx LLC | Tax Express is organized as a full service consulting practice dedicated to providing our clients with professional, personalized services and guidance, in a wide range of financial and business needs.

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