Services
Accounting
Every small business is different. Our accounting services are individually tailored to your specific needs.
Check Ins - Great for the business owner who manages their own books and wants a resource to answer accounting questions and recommend best practices. Meetings can be weekly, monthly, or quarterly as needed.
Monthly Accounting - For the small business owner who is looking to reclaim time and focus on their core business offerings. Includes bookkeeping, tax-conscious strategy recommendations, and coordination with payroll provider and tax preparer. Monthly meetings ensure that you're involved and up-to-date on the financial health of your business.
Advising
Do you have a bookkeeper and a tax preparer, but feel like you're missing the big picture? Let's discuss tools and systems that can streamline your accounting process and ensure that you have the financial information needed to run a successful, sustainable business.
Expense Tracking
Accounts Receivable & Accounts Payable Tracking
Cash Flow Planning
Cost/Benefit Analysis of Products or Services
Internal Controls
Tax Consulting
Small businesses deserve the same access to proactive tax planning as large companies. We can provide guidance on common tax issues and discuss additional items that are unique to your business.
Do I need to make quarterly estimates?
Which entity structure makes the most sense for my business for tax purposes?
Can I contribute to a retirement plan, and if so, how much can I contribute?
How do I pay my employees or contractors (and how do I know which category they fall into)?
Not sure which services are right for you?
I'd love to chat! Schedule a free consultation to discuss how we can work together.
Your business is your passion. Helping you succeed is ours.
An accountant can be your biggest tool in running a successful business. Let us help take the anxiety out of managing your business finances, allowing you to focus on what you do best.