A strong business requires accurate books, reliable reporting and an understanding of its tax and operating obligations. Our business services are designed to support owners at every stage—from startup to expansion, transition or closure.
Bookkeeping & Accounting Support
- Monthly, quarterly and annual bookkeeping.
- Bank and credit card reconciliation.
- General ledger review, chart of accounts setup and account classification.
- Accounts receivable and accounts payable tracking.
- Financial record cleanup and reconstruction.
- Income statements, balance sheets and other management reports from client records.
- Fixed asset and depreciation recordkeeping.
- Cash flow tracking, expense categorization and year-end tax readiness.
- QuickBooks setup, account organization and bookkeeping guidance.
Payroll & Employer Tax Reporting
- Forms 941 and 940 and applicable state payroll tax filings.
- W-2, W-3 and selected 1099-series reporting assistance.
- Employer withholding registration and payroll account reconciliation.
- Employee versus independent contractor classification considerations.
- Payroll tax notices and employer filing compliance guidance.
- S corporation owner compensation and related payroll tax considerations.
Business Startup & Entity Formation Assistance
We assist new and growing business owners in understanding and organizing business formation requirements. Services may include entity selection consultation, LLC or corporation formation support, partnership considerations, EIN applications, state tax registrations, sales tax registrations, basic accounting system setup, payroll startup guidance and business compliance checklists. Legal documents or legal advice are coordinated with qualified counsel when necessary.
Business Advisory & Financial Organization
- Business structure and tax classification reviews.
- Startup budget and basic cash flow planning.
- Accounting workflows and internal recordkeeping practices.
- Financial statement and tax document organization for third-party requests.
- Business asset purchases and tax reporting considerations.
- Business transitions, changes of ownership and closure tax planning.
- Rental property and investment entity accounting considerations.
- Coordination with attorneys, bankers and other advisors when appropriate.
Industries We Serve
Our services may be appropriate for construction and contracting businesses, real estate investors, rental property owners, daycare operators, trucking owner-operators, retail and e-commerce sellers, professional service firms, independent contractors, charitable organizations, churches and agricultural businesses.
Trucking & Owner-Operator Services
We support qualifying transportation businesses with tax preparation, deductible expense reporting, estimated tax planning, business bookkeeping and guidance concerning applicable tax-related registrations and filings. Specialized transportation licensing and regulatory assistance is determined by the particular engagement.