Business Bookkeeping & Tax Services
Tax returns and bookkeeping services for small businesses—annual tax returns, monthly, quarterly, or annual bookkeeping, cash-flow visibility, and owner pay planning—so you can focus on growth, not taxes.
Who We Serve
Small businesses with straightforward operations and growth potential, from sole proprietors to partnerships and S-corps.
Ideal Clients
- Professional services (consulting, legal, medical)
- Digital agencies and marketing firms
- Contractors and skilled trades
- Small retail with simple inventory
Scope Considerations
Our packages fit businesses with light fixed assets and simple inventory. Complex manufacturing, heavy equipment, or intricate multi-location operations may require custom scoping to ensure proper service delivery.
We’ll confirm scope during your call.
What You Get
Monthly Close
Timely financials with clean reconciliations and clear performance reporting.
AP/AR Management
Assistance with payables/receivables to improve cash flow and collections.
Payroll Coordination
Integrate with your payroll provider and map accounts for accurate reporting.
Owner Tax Planning
Owner compensation strategy and quarterly planning touchpoints.
Year-End Tax Prep
Business tax returns, coordinated with your books and timelines.
SLAs & Communication
Response Times
Emails within 1 business day
Monthly Reporting
Financial statements delivered by the 15th of the following month.
What We Need From You
- Bank/credit statements by month-end
- Receipt documentation for expenses
- Prompt responses to clarification requests
Regular Check-ins
Quarterly business reviews and annual planning sessions.
Transparent Pricing
We bill hourly and every engagement is unique. The amounts below are typical starting points for common scopes and are provided to help you understand what’s common. Your final fee will reflect the actual time and scope involved.
Monthly Bookkeeping
Essentials
Suited for smaller service businesses on cash basis. Typically includes up to 2 bank/credit accounts (≈150 transactions/month), monthly close, and basic financials for visibility and compliance.
Standard
For growing service firms. Commonly covers up to 4 accounts (≈400 transactions), AP/AR assistance, class/location tracking as needed, monthly close, and a KPI snapshot for decision-making.
Growth
Best for higher volume or multi-entity/class reporting. Often includes light inventory or job/service profitability reporting and controller-level check-ins for tighter financial management.
Annual Business Tax
Partnership (1065) or S-Corp (1120-S)
Typical for firms with organized books.
C-Corp (1120)
Streamlined filings when books are current.
Setup & Cleanup
QuickBooks Online Setup or Cleanup
Scope-based projects to establish a clean chart, connect accounts, and remediate historical data for reliable reporting.
Onboarding File Review
What we check during initial setup to ensure accurate and efficient service.
Chart of Accounts Setup
Proper structure tailored to your industry and reporting needs.
Historical Data Review
Analyze prior periods and remediate as needed for clean reporting.
Workflow Documentation
Define processes for ongoing transaction management.
Ready to Get Started?
Book a call or sign up in our client portal to begin.