Accounting Services for Your Small Business

An ongoing service that allows you to work with a CPA for your small business accounting and tax needs 

BOOK A FREE CONSULTATION
Comprehensive financial planning goals

What You Will Receive: 

  • Strategic partnership with experienced CPA and CFP® professionals

  • Premium CFO services to save you time and money

  • Access to both small business accounting and individual financial planning services

  • Ongoing support, accountability, and guidance

  • Streamlined accounting processes

  • Tailored services to fit your small business needs

Accounting Services for Your Small Business

Ongoing Advisory

No matter what your business goals are, our team of CPA and CFP® professionals will partner with you every step of the way. We provide comprehensive financial reports and expert advice to help you make informed business decisions and plan for sustainable business growth.

Outsourced Accounting

Our team of CPA and CFP® professionals provides premium all-inclusive accounting services to elevate your business to the next level. You are very busy with operating your business. Let us save you both time and money by offering our comprehensive accounting services to meet all your business needs.

Tax Compliance

Our team of CPA and CFP® professionals are well-versed in the ever-changing tax landscape. We provide tailored tax planning and preparation services for individuals and small businesses to help you minimize your taxes while staying compliant with tax laws.

Starting at $650 per month

*The fee is based on the complexity of the engagement and the level of scope of services to be rendered. Services are tailored to your needs. Our fee qualifies as a tax-deductible business expense.

This service is designed for business owners who want the freedom to focus on what they are best at, operating their business. We will operate as your “CFO” and will take care of all your small business financial planning and accounting needs. Some of the services included are below:

  • Monthly categorization of business income and expenses
  • Monthly reconciliation of business bank and credit card accounts
  • Salary recommendations
  • Close books at the end of the year
  • Financial reports delivered quarterly

  • Issue and file W-2s
  • Issue and file 1099s
  • Automated payroll
  • Preparation and filing of quarterly payroll returns

  • 3rd party verification by CPA for lending purposes

Tax planning and tax preparation are key for every successful business. Our team will prioritize lowering your tax bill in a compliant way. Some of the services included are below:

  • Extensive tax planning and strategies to save you money
  • Optimize business deductions
  • Preparation and filing of federal and state individual and business tax returns
  • Quarterly estimated tax payments
  • Annual tax projection
  • Set up self-employed retirement plans for small business owners
  • Recommend contribution amount to a retirement plan

We will prioritize keeping your business compliant and legally protected. Let us handle the legal paperwork and documentation while you focus on running and growing your business. Some of the services included are below:

  • Business Formation
  • State LLC formation
  • Creation of an operating agreement
  • Obtain your tax ID Number (EIN)
  • Obtain your D-U-N-S Number
  • Create a business bank account and credit card
  • Serve as a registered agent for your business
  • Assistance with annual compliance filings
  • File an S Corp election, if applicable
  • Beneficial Ownership Information (BOI) reporting assistance

We also offer packages that include financial planning and investment management services in addition to small business accounting services. You can learn more about this service on our Comprehensive Financial Planning page.

There is an additional discounted fee to access these services. 

Ready to build your dream business?

GET STARTED WITH US HERE