Small Businesses

Bookkeeping

We will clean your books up and put order to them, no matter how messy or incomplete they are. We will update your books on a monthly basis so you have the latest and most updated information at your fingertips. This of course includes making any adjustments that might be needed.

Tax Preparation & Planning

Since we prepared your financials, we know they are accurate and ready for the tax return. This allows us to efficiently prepare your tax return, which can help reduce the fees associated with the tax preparation. We will also prepare quarterly tax estimates. We will discuss any tax strategies quarterly to make sure you are maximizing your tax savings.

Budgeting & Cash Flow Projections

Whether you are a new business that needs help staying on course to stay profitable or a decades old business that wants to plan your income for the year, we will help you budget for the year and prepare cash flow projections. We will also monitor these on a quarterly basis and discuss any issues that arise.

Payroll Reconciliation and 1099 Issuance

Does your bookkeeper just input transactions but doesn’t know how to confirm the financials are correct? Does the payroll expense not match the payroll reports? We will reconcile and find any issues with the payroll expenses. If you pay contractors, you need to issue them 1099s for the amount you paid them. If you don’t, the IRS could disallow these expenses. Filing these are very important. Let us see who you need to issue 1099s to.

Accounts Receivable Accounts Payable

Do you need help getting paid or paying bills? Or are your A/R and A/P records a mess? We will help you with what you need to get paid or pay your bills. Or just get to the bottom of the mess and clean up your records.

Forensic Accounting

Do you want to investigate someone’s financial records. Do you want to know why a business failed? We will comb through the books and look for any issues. We love untangling a good web.