Small business accounting services – done right

Yes, we can work together to come up with a plan to provide your tax and accounting services in one combined price, either monthly or quarterly. 

If you only want annual bookkeeping so you can have financials for your tax return, then yes, we can work together to come up with a plan to provide your tax and accounting services.

However, clean-up projects are only available in ‘off-season’ months, so you won’t get accounting services done in February-May for your tax return.

Probably. If you have any major changes to your life in the year, then tax planning makes sense.

Major changes include a fluctuation in income (up or down), sales of assets like rental properties, starting or ending a business, and planning for self-employed retirement contributions.

The flat rate price means that you can email or call to talk about your tax situation without getting another invoice.

However! If your question or situation needs research or more work performed, then we’ll discuss the price at that time. Consultation meetings are also available to help with software issues and training.

The first thing you need to do is not panic.

The second thing you need to do is upload a copy of the notice to your secure client portal. I’ll review it and see what type of response is needed. A quick letter from my response template library is probably all that’s needed and is included in the tax return flat rate.

However, if a more in-depth response and research is needed, then we’ll discuss a separate project and fee for the work.

Short answer: no.

I can help you get set up and map accounts into your accounting software, but you'll be responsible for processing those items.

Sales tax and payroll are specialized areas in accounting. Each state is different and with remote work it’s difficult to keep on the ever changing rules for employers.

No, you need to enter your income and expense transactions.

I’ll review the financial statements and help with any adjustments that might be needed. We want to make sure the tax planning is based on accurate reports.

If you want me to enter transactions and reconcile accounts, the monthly accounting + tax planning package is the right level of service. 

Yes, but I bet you end up switching to a software during our work together.

Recording transactions has been made so easy with auto-categorization options that it will take you minutes vs hours of manual input.

If you really love your spreadsheet, then we can use that too. The best accounting software is the one you use. 

Yes, this package (and the monthly one, too) is designed specifically for business owners who want to have a better understanding of their business finances and taxes. 

Short answer: no.

I can help you get set up and map accounts into your accounting software, but you'll be responsible for processing those items. Sales tax and payroll are specialized areas in accounting. Each state is different and with remote work it’s difficult to keep on the ever changing rules for employers.

No. The monthly package requires an accounting software subscription, preferably Xero, since I’m responsible for entering and reconciling transactions.

You won’t necessarily need to know how to use it, but you’ll still be the primary admin on all accounts.

Yes, but I don’t want access to make transfers or other actions in your account. I need to be able to see check images or remote deposits, plus sync your bank feed to the accounting software.