Why We Exist
We exist to help start-ups reach their growth potential by managing the technical side of their business with effective technologies and providing clarity and direction through business coaching.
Who We Serve
Serving Small to Medium Sized Businesses.
We serve small to medium sized businesses, and provide value-based pricing up front so there are no surprises or incremental fees. We Specialize in start-ups and cryptocurrency taxation and accounting.
Our specialty is working with service oriented USA-based companies that have 0 – 50 employees. Additionally, our company has been certified as a Quickbooks Online Certified ProAdvisor and Enrolled Agents.
How We Price
We subscribe to a set of beliefs which highlight our commitment to maximizing the value we provide our clients.
And in communicating that value, it's all about being able to show clients exactly what they are getting and what that costs in a clear and transparent way.
How We Serve
Bitcoin and Crytocurrency
Bitcoin and crytocurrency tax law is in its infancy and are subject to change and/or reinterpretation by the IRS or by tax courts.
Our goal is to help you better understand the taxation and accounting of Bitcoin and crytocurrency when earned, sold, traded, gifted, Inherited and lost.
We help business owners understand and develop their financial ecosystem by implementing technology to assist in their business.
Using cloud based applications, we provide our clients with constant access with any device from any location.
We provide application setup, training, and ongoing monitoring to ensure client applications are being used effectively. Our systems reduce or even eliminate "time-wasters" such as: monotonous data entry, tracking down and paying bills, time-sheet management, scanning, shoe box receipt storage, etc.
Regular monthly accounting and payroll services are arguably the most necessary functions for growing business.
Rather than paying for in-house accounting team, our clients are able to leverage our cloud-based products paired with our team’s deep experience to give them constant insight to the flow of financial data within the company.
In addition to handling accounting, bill pay, and payroll services. We partner with your team by providing cash flow maintenance to your business.
Our goal is to bring clarity to your situation and to build a strategy that most effectively utilizes your financial situation.
Preparation is the key component to a successful tax season for individual and business clients.
Whether an individual or a business, our firm can develop tax strategies that take advantage of new tax laws and legislation.
Dan Vazquez, EA
Dan graduated from Bob Jones University in Greenville, South Carolina with a Bachelor's degree in Financial Management.
Following his love of technology and helping people, Dan founded Lead Accounting Solutions after years of working in the private and public sector for a number of conventional firms, and continues to serve clients in their tax preparation, interim CFO, and coaching services.
Dan is an Enrolled Agent federally-licensed tax practitioner who may represent taxpayers before the IRS when it comes to collections, audits and appeals.
Andrea graduated from Bob Jones University with a Bachelors of Science in Business Management and an Associate of Science in Culinary Arts. Andrea joined Lead after working for industry-leading companies such as BMW and a national commercial construction company.
Andrea is responsible for managing the day-to-day client related activities of the firm along with the on-boarding process, bookkeeping, marketing, and internal controls.
Andrea enjoys being a work-from-home mom to Nora. She loves baking, reading, hiking, and all things coffee.
© Lead Accounting Solutions 2020