Our Goal
Lamber Accounting & Tax Services is focused on helping small business owners, entrepreneurs and individuals be organized and more financially responsible. It’s main focus is to develop, organize and maintain accounting records and financial services for people that are always on the go. The motto says it all —- ‘Taking care of your accounting and financial service needs, one book and family at a time…’Lamber’s mission is to help our clients prosper by providing them with a variety of general business and individual support. Combining innovative thinking with a distinct personal touch, Lamber provides services and products that are truly unique…
Unique because we listen, obtain a complete and thorough understanding of your needs, and then work creatively to provide solid, meaningful and functional solutions…Unique because we take a proactive interest in your success.
We are a full service company that fulfills the need of our small business owners and individuals/families eliminate unnecessary worries and focus on the needs of their clients while building a solid financial foundation.
Our first priority is to serve you, our clients.
Our Business
As an extension of your business, we will take care of your:
Monthly Income Statements include a monthly and year-to-date breakdown of sales, cost of sales, and expenses. Percentages for both help you to compare year-to-date performance and to quickly detect any problem areas before they become a big problem.
The Balance Sheet summarizes your total business assets, liabilities and net worth at any given point in time, so you can make decisions about capital expenditures or how to improve profits.
Bank Reconciliations – each month we reconcile your bank statement to your bankbooks balance to ensure you are operating with the correct bank balance.
The Detailed General Ledger records the dates, check numbers, payees and amounts of monthly expenses, so you can see exactly what made up a balance on you financial statements for any given month.
Financial Solution Distribution understanding the fundamentals of investments, insurance and debt management. Work with you on a financial strategy and provide proper solutions to achieve your goal.
Business Solution Distribution help you get into the financial services industry and train you in all important aspects of financial products and services, as well as show you how to build and make money.
Who We Are
Lamber’s Accounting & Tax Team has been providing accounting and tax intelligence for many years. We will provide business financials each month, which includes an excellent analysis of your business to keep you informed. We have an experienced and knowledgeable staff that is willing to help you every step of the way. Whether we design your specific product or advise on your current tax issues, you can feel confident that Lamber has the expertise to provide sophisticated, objective advice to help you achieve your goals.
Marcia Jobson, Enrolled Agent is licensed by the Department of Treasury to practice before the Internal Revenue Service – is the company’s founder and oversees the general business operations.
Marcia has over 20 years of experience processing financial statements and analyses with several major domestic and multinational companies and is also an Enrolled Agent and a certified Quickbooks Pro Advisor. She handles all new client account; creates account development including the structure of the client’s chart of account and bringing their books up to date. Ongoing maintenance of the client’s account is assigned to an experienced bookkeeper who is responsible to process the work for that account each month.
We also ensure that all of our staff are properly trained to ensure flexibility and familiarity with the ongoing maintenance of each of our clients’ specific needs.
