Client Accounting Services
Established small businesses already understand how important accounting is for making decisions. Understanding that fact and actually having accurate and useful financial statements are two different things, however.
With our Client Accounting Services, your accounting is shifted to someone who does it for a living, not just “when there’s time.” We treat it with the importance that it deserves and offer you all of the ancillary services that only begin with accurate accounting.
*The following services are all-inclusive. We do NOT offer any of these services as stand-alone items (for instance, we will not solely offer tax preparation services without offering everything else).
We have found that if we know everything, we can help you at a higher level.
Ongoing, real-time accounting services through QuickBooks Online or Xero
*sorry, we don’t support QuickBooks Desktop products, only cloud-based accounting applications.
Monthly calls and meetings to discuss your financial results
By utilizing the financial statements that we help you prepare, we can provide useful analysis and feedback about how your business is performing.
Preparation of forecasts and projections
When it’s time to look at your cash flow during lean times, or project how adding a new revenue stream or new employee will impact your business, we can help you prepare projections and forecasts.
Preparation of detailed performance reports
This is more than month-over-month changes and percentages; this is a deep dive into how your business is truly performing compared to benchmarks, with dashboards and graphical presentations to help you understand more than you ever thought possible.
Small business tax advisory and preparation services
We primarily focus on preparing tax returns for small businesses and the entrepreneurs that run them. We offer tax planning and advisory services throughout the year so that you can understand how financial decisions will affect your tax returns at year-end.
Tax returns include business income tax returns, sales and use tax returns, and individual income tax returns for the business owner(s).
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