Joshua B. Lewis Financial Services, LLC | Dickerson, MD

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

• Apple Pay
• Cash
• Check
• Credit Card
• Venmo

Services Offered

Accounting needs

• Bookkeeping
• Preparing tax returns
• Managing AR and AP
• Preparing fin. statements

Entity type

• Individual or sole proprietorship
• Partnership
• Non-profit
• C-Corp / Corporation
• S-Corp

Industry

• Sales & marketing
• Healthcare
• Technology / IT
• Manufacturing
• Education
• Retail / consumer goods
• Real estate
• Construction
• Non-profit
• Financial services
• Other

Annual income

• Less than $100K
• $100K - $500K
• $500K - $1M
• $1M - $5M
• $5M - $10M
• Greater than $10M

Accounting software

• QuickBooks
• TurboTax
• Xero
• NolaPro
• Sage
• Quicken

Work location

• My customers travel to me
• I travel to my customers

About

Hello! I am Joshua B. Lewis, owner of Joshua B. Lewis Financial Services, LLC. As a dedicated and experienced Certified Accountant, Payroll Specialist & Bookkeeper, I am committed to providing you accurate and timely financial reporting for your business. I come from working as an accountant mostly working for corporations in the greater D.C. metro area. I currently have about 8 years of experience in the financial services industry. Only recently have I decided to invest furthering my education to become a QuickBooks ProAdvisor Accountant & Payroll Specialist to broaden my knowledge for my finance company.

My expertise is in Accounts Payable, Accounts Receivable, Payroll Services, Bank Reconciliations, Budgeting for Profit and Loss and/or Reporting, and Cleaning up your books! I can streamline your bookkeeping processes, ensuring you have clear visibility into your finances, allowing you to make informed decisions about your company's future.

In addition to being a Certified QuickBooks ProAdvisor Accountant, I am skilled in converting current users of QuickBooks Desktop to QuickBooks Online, making it easier for my clients and their customers/clients “on-the-go”, in addition to converting and importing files into QuickBooks Online (QBO).

Fun fact: I’ve also been a plumber for the past 19 years, and a Sign Language Interpreter for the past 31 years. Variety is the spice of life!

Services Provided are as follows:

1. Accounts payable

2. Accounts receivable

3. Bank reconciliation

4. Billing

5. Bookkeeping

6. Daily accounts management

7. Inventory management

8. Monitoring and managing cash flow

9. Maintaining a balanced general ledger

10. Monitoring and managing cash flow

11. Payroll services – full service

12. Preparing financial statements

13. Tax Preparer (1040 individual, 1099’s, 1040, K-1’s, Partnerships, Estates and Trust)

14. Tax Advisory

15. Tax Strategy Planning for Businesses & Individuals

View More

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

• Background Check
  • Joshua Lewis
  • Completed on 1/27/2025

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