AdVantage Financials

AdVantage Financials Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from AdVantage Financials, Accountant, Owens Cross Roads, AL.

Our Quote Request Form is the fastest way to get to get your custom, guaranteed fixed price. We will review your answers...
10/18/2025

Our Quote Request Form is the fastest way to get to get your custom, guaranteed fixed price.

We will review your answers and email your Full Service Menu PDF and your Quote within 48hrs.

No calls required! Just a few questions and you’ve taken your first step to all the good things!

Link below 👇🏼

https://form.typeform.com/to/mtVRO0Crrymioosp

You say you want to grow your business ***but if your books are a mess, you're holding yourself back.I see it all the ti...
10/17/2025

You say you want to grow your business

***

but if your books are a mess, you're holding yourself back.

I see it all the time...business owners spending hours trying to "figure it out," when they should be focusing on what they do best.

At AdVantage Financials, I don't just reconcile your books - I help you understand them.
So that your numbers speak to you, guide you, and help you grow.

💡Ongoing support
📊Visual reports that make sense
🤝Real communication and clarity

Yesterday was the best time to start.
Today is still a perfect one.

Ready for peace of mind and growth?
DM me "BOOKS" to get started.

You guessed it!If you're a small business who wants me to do all of this for you, you know what you need to do!🔗 Click t...
10/14/2025

You guessed it!

If you're a small business who wants me to do all of this for you, you know what you need to do!

🔗 Click that link in my bio and book a call today.

POV: I know you know that you need this setup.Clear the cobwebs and grab the ghoul by the chains.👻 Our most popular pack...
10/12/2025

POV: I know you know that you need this setup.

Clear the cobwebs and grab the ghoul by the chains.

👻 Our most popular package is 20% OFF this spooky season!!

If you’ve been procrastinating on setup,
If you’ve no idea how to set it up to your specific business needs,

Then this is for you!

The Quick Win👇🏼

Custom Chart of Accounts
Bank/Credit Card Connection
Opening Balances
App Integration
1-Hour Training
Bonus: Includes 1 Month of clean-up.

Comment ‘WIN’ to get started!

When it comes to getting a tax deduction for your business miles, every mile counts! 🚘The IRS is pretty strict on what i...
10/10/2025

When it comes to getting a tax deduction for your business miles, every mile counts! 🚘

The IRS is pretty strict on what it needs to know about your business mileage, which is why keeping a log is a non-negotiable for my clients.

Here are a few different ways my clients are logging their mileage:

→ MileIQ: Auto-tracks trips + makes it stupid easy to swipe left/right for business vs. personal.

→ QuickBooks Online app: Syncs with your books so your mileage deduction flows straight onto your tax return.

→ Everlance: Mileage + expense tracking in one place, with slick reporting if you’re a data nerd like me.

REMINDER: You need to know your business mileage *regardless* of whether you're using the actual expense method or standard mileage rate.

These types of mistakes are WHY I have a job, but I'm calling them out in this post so you can double-check your bookkee...
10/09/2025

These types of mistakes are WHY I have a job, but I'm calling them out in this post so you can double-check your bookkeeping for them too! 👀

And if you're feeling a little unsure if you're doing your bookkeeping correctly, that might be a sign to outsource it to a professional.

Ghost users are a HUGE security risk for businesses, and you might not even know you have them! 👻These are users who hav...
10/08/2025

Ghost users are a HUGE security risk for businesses, and you might not even know you have them! 👻

These are users who have access to your bookkeeping software but don't actually *need* it.

For example, you might still have an old employee or accountant listed as a user, but there's NO reason they should still have any access to your files.

If you have a former employee who had user access to your QuickBooks file, and you haven't deactivated them yet, please go do it RIGHT NOW!

PRO TIP: Audit your user list every quarter to ensure you're giving access *only* to the people who truly need it (like you, your bookkeeper, and your accountant).

Changing seasons always make me a little reflective. 🍂I live in such a beautiful place. Mountains, lakes, and trees at e...
10/08/2025

Changing seasons always make me a little reflective. 🍂

I live in such a beautiful place. Mountains, lakes, and trees at every turn and as the air cools, I can’t help but feel grateful for it all.

This year has been one of those seasons for me. Founding AdVantage Financials, building connections within our community, and helping other small businesses find clarity and confidence in their numbers.

Bookkeeping may be about balance sheets and reconciliations, but at its heart, it’s about people, supporting dreams, creating space for growth, and helping businesses thrive through every season.

I’m so grateful for the support, the trust, and the chance to grow alongside such an incredible community. Here’s to embracing change, celebrating what’s behind us, and stepping into the next chapter with gratitude and purpose.

October is for tricks, treats, and TAXES! 🎃📆 October 15 📆 Extended individual tax returns (Form 1040) and extended calen...
10/07/2025

October is for tricks, treats, and TAXES! 🎃

📆 October 15 📆

Extended individual tax returns (Form 1040) and extended calendar-year C corps (Form 1120) are due.

📆 October 31 📆

It's not *just* Halloween, it's also the due date for employers to file Form 941 to report Q3 payroll taxes.

Who’s making sure all your math maths?!Spoiler: it’s me! 👉
10/07/2025

Who’s making sure all your math maths?!

Spoiler: it’s me! 👉

Address

Owens Cross Roads, AL

Telephone

+12566568463

Website

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