Starting a business involves more than filing paperwork. We help guide you through the administrative and accounting steps needed to prepare your business for day-to-day operations, including business setup, tax account setup, and establishing your accounting system. Tax planning is provided through our licensed CPA, and when legal guidance is needed, we can coordinate with your attorney or refer you to a trusted legal partner.
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Business Formation Guidance
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Tax Setup & Compliance Guidance
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Financial Systems Setup
New Company Setup
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Accounting Software Setup
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Operational Setup
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Inventory & Point-of-Sale Setup
Accounting clean-up is the process of correcting bookkeeping that has become inaccurate, incomplete, or disorganized. Whether your books are a few months behind or have years of unresolved issues, the goal is to organize your financial records so they accurately reflect your business activity and provide reliable information moving forward.
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Transaction Corrections
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Bank & Credit Card Reconciliations
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Uncategorized Transaction Cleanup
Accounting Clean-Up
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Missing Transaction Recovery
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Account Discrepancy Resolution
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Books Ready for Ongoing Accounting
Bookkeeping is the process of recording, organizing, and maintaining your business's financial activity. Keeping your books current provides a clearer picture of your income, expenses, and cash flow while helping ensure your financial records are ready for reporting, tax preparation, and informed business decisions.
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Accounts Payable
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Accounts Receivable
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Bank Reconciliations
Full Cycle Bookkeeping
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Financial Reporting
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Cash Flow Monitoring
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Monthly Bookkeeping Support
Sales tax requirements vary by state, and many businesses are required to register, collect, file, and remit sales tax. We help establish the appropriate sales tax accounts, configure your accounting system to track taxable sales, prepare required returns, and assist with ongoing compliance.
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Sales Tax Setup
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Sales Tax Tracking
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Return Preparation
Sales Tax Setup & Filing
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State Sales Tax Filing
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Notice & Letter Assistance
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Ongoing Sales Tax Compliance
Payroll involves more than paying employees. It includes calculating wages, withholding the appropriate taxes, filing payroll tax returns, and maintaining payroll records. We help establish payroll systems that support accurate employee payments and compliance with federal and state payroll requirements.
Payroll & Payroll Tax Filing
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Employee Payroll Setup
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Payroll Processing
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Payroll Tax Calculations
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Quarterly & Annual Tax Filings
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Direct Deposit Support
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Year-End Payroll Forms
Income tax preparation involves preparing and filing required federal and state tax returns, while tax planning focuses on making informed decisions throughout the year that may reduce future tax liability. These services are provided through our licensed CPA and are designed to help individuals and businesses remain compliant, identify tax-saving opportunities, and address tax matters before they become larger issues.
Income Tax Prep & Planning
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Business Tax Preparation
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Individual Tax Preparation
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Tax Planning Strategies
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Estimated Tax Planning
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IRS Representation
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Year-Round Tax Consulting
Cost Accounting
Tracks the cost of producing products, providing services, and completing jobs or projects to support pricing decisions, expense control, and profitability analysis.
Inventory Management
Tracks inventory quantities, costs, purchases, and valuation to support accurate financial reporting, purchasing decisions, and cost of goods sold calculations.
Fixed Assets
Tracks equipment, vehicles, buildings, furniture, and other long-term assets, including purchases, depreciation, transfers, disposals, and asset reporting.
Trust Accounting
Tracks funds held on behalf of clients or third parties separately from operating funds to maintain accountability and meet applicable trust requirements.
Advanced accounting services for organizations with more complex operational, reporting, or compliance needs.
Specialized Accounting Services
Internal Auditing
Reviews financial records, internal controls, and business processes to identify errors, reduce risk, improve efficiency, and strengthen operational performance.
Forensic Accounting
Examines financial records to investigate discrepancies, suspected fraud, financial disputes, and other complex matters that may support investigations or litigation.
Multi-Entity Accounting
Manages accounting for multiple companies, locations, or related entities while maintaining separate records and consolidated financial reporting when required.
Nonprofit Accounting
Uses fund accounting to track grants, donor restrictions, program expenses, and financial reporting in accordance with nonprofit accounting requirements.
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Questions?
Bookkeepers and CPAs often work together, but they serve different roles. A bookkeeper typically maintains the day-to-day financial records that support your business, while a Certified Public Accountant (CPA) is a licensed professional who may provide services such as tax preparation, tax planning, audits, reviews, compilations, and other services requiring CPA expertise. Although many CPAs also provide bookkeeping services, businesses often reserve CPA time for specialized services while relying on bookkeeping professionals for ongoing accounting support. This approach allows businesses to use each professional's expertise where it provides the greatest value.
Changing accounting professionals is often easier than many business owners expect. Most transitions involve providing access to your accounting records, payroll information, tax filings, and other financial documents. If needed, we can help coordinate the transition by communicating with your current accounting professional, requesting the information needed to continue your accounting services, and assisting with a professional disengagement letter. Our goal is to make the transition as organized and seamless as possible while maintaining continuity in your financial records.
You should expect timely communication, professional guidance, and clear expectations from the beginning of the relationship. Questions should be acknowledged promptly, important deadlines should be communicated, and you should never be left wondering about the status of your financial matters. Technical expertise is important, but so is knowing your business has a trusted professional who is responsive and dependable.