CPA services for small business: bookkeeping, tax & advisory
Bookkeeping, tax, and advisory under one roof — built around your business.
Bookkeeping
Best for: Small business owners who need clean, monthly books.
- Monthly bank & credit card reconciliation
- Categorized transactions in QuickBooks or Xero
- Monthly P&L and balance sheet
- Year-end close ready for tax filing
Tax preparation
Best for: Individuals, sole proprietors, LLCs, S-corps, and partnerships.
- Federal & state returns (1040, 1120-S, 1065, Schedule C)
- E-filing and direct deposit setup
- Estimated quarterly payments
- Audit-ready documentation
Tax planning
Best for: Anyone who wants to legally pay less in taxes — before year-end.
- Mid-year and Q4 planning sessions
- Entity structure review (LLC vs. S-corp)
- Retirement & deduction strategies
- Multi-year projections
Payroll
Best for: Small businesses with 1–25 employees or contractors.
- Bi-weekly or monthly payroll runs
- Direct deposit & pay stubs
- Quarterly 941s and annual W-2/1099 filing
- Compliance with state requirements
Advisory
Best for: Owners who want a financial sounding board year-round.
- Cash flow forecasting
- Pricing & margin analysis
- KPI dashboards
- Quarterly business review meetings
Catch-up & cleanup
Best for: Behind on books or taxes? Let's get you current.
- Multi-year bookkeeping cleanup
- Back-tax filing
- IRS notice response
- Amended returns when needed
Not sure which service fits?
Let's chat for 30 minutes — free, no obligation. I'll point you in the right direction.