Services
Books, sales tax, and returns. All handled.
You can hire a bookkeeper, then hire a CPA to check their work, then hope the two agree. Or you can have one person do both. That is the whole idea here.
Bookkeeping & monthly close
Reconciled accounts and real financial statements every month, so you always know where you stand.
- Bank, credit card, and loan reconciliations
- Transaction categorization with a chart of accounts that fits your business
- Monthly profit & loss, balance sheet, and cash flow
- A short plain-English summary of what the numbers actually say
Sales tax returns
Prepared and filed on schedule, with the taxability questions worked out properly the first time.
- Monthly, quarterly, and annual filings
- Correct treatment of taxable vs. exempt sales
- Reconciling what you collected against what you remit
- Getting caught up if returns have been missed
Tax preparation
Business and personal returns handled by the same CPA who keeps the books. Nothing gets lost in translation.
- Individual returns, including Schedule C
- Business returns for LLCs, S-corps, and partnerships
- Quarterly estimated tax calculations
- Year-round planning so April is never a surprise
Small business advisory
The conversation most bookkeepers don't have: what the numbers mean and what to do about them.
- Cash flow forecasting and working capital
- Pricing and margin analysis
- Budgeting and break-even
- Entity structure and owner compensation
Cleanup & catch-up
Months or years behind? That is a normal place to start, and it is fixable.
- Rebuilding books that are behind or were done wrong
- Untangling personal and business spending
- Correcting prior-period errors
- Setting up a system that keeps it from happening again
Year-round support
A CPA who answers the phone in June, not just in the run-up to a deadline.
- Questions answered as they come up, not saved for a quarterly call
- Guidance before a big purchase or a hire
- Coordination with your payroll provider and other advisors
- IRS and state notices dealt with promptly
Pricing
What it costs.
It depends on the size of the business, how many accounts and transactions are involved, and how far behind things are. Rather than publish a number that would be wrong for most people, the discovery call ends with a quote specific to you.
The call is free, and there is no obligation attached to it.
Not sure which of these you need?
That is what the first conversation is for. Call 813-344-6352 or send a message and we will work it out together.