Accounting & Tax Support for Your Service Business
Keep your books in order, understand your profits, and plan ahead for taxes - with a CPA who understands how the pieces fit together.
Whether you need help getting your accounting on track or want more guidance as your business grows, we’ll agree on the services that fit your needs.
OUR SERVICES
What We Can Handle for You
Accounting, tax, and payroll services designed for service business owners.
Accounting & Bookkeeping
Spend less time keeping up with the books and more time running your business. We keep your accounts organized and prepare financial reports so you can see what you’re earning, where your money is going, and what needs attention.
Accurate books also give us a clearer picture when planning for your taxes.
Tax Planning
Know what to expect before tax time. We review your business and personal tax situation together, look for opportunities to reduce taxes, and help you plan for upcoming payments.
That may include reviewing your business structure, S corporation compensation, retirement contributions, and other opportunities that fit your situation.
Tax Preparation
Get your business and personal returns handled together so important details stay connected. We help you understand what’s needed, prepare your returns, and keep you informed about filing deadlines and payments.
Payroll
Take payroll off your to-do list. We can handle payroll processing and related filings as part of your service plan, keeping payroll connected with your accounting and tax work.
ONGOING SUPPORT
Guidance When You Have A Decision To Make
Hiring someone, making a large purchase, or changing how you pay yourself can affect both your profits and your taxes.
You’ll have a CPA to talk through those decisions with you. Depending on your service plan, we’ll also meet to review your numbers, discuss questions, and identify what needs attention.
OUR PROCESS
What Working Together Looks Like
Start with a short conversation
Tell us about your business, what’s working, and where you need help. Our first 15 minute call is a chance to see whether we’re a good fit.
Know what’s included
You’ll receive a recommended scope of services with fees agreed before work begins. If your books need catching up or cleaning up, we’ll discuss that, too.
Keep everything in one place
You’ll share documents, ask questions, and receive updates through our secure client portal. We’ll use online meetings when a conversation would be more helpful.
Not ready to talk yet? Start with our 5-Step Year-Round Tax Checklist for business owners.
Get the Checklist ➜