Small Business Services

The day-to-day help owners rely on—organized books, on-time filings, and quick answers.

How we help

  • Monthly cadence: reconciliations, close checklist, clean reports.
  • Filings on time: sales & use tax, 1099s, estimated taxes coordination.
  • On-call answers: quick guidance on purchases, payroll, owner draws, and more.
  • Startup & growth: entity questions, registrations, and practical checklists.
  • Year-end ready: tidy workpapers for smooth tax preparation.

Deliverables

  • Reconciled accounts + month-end summary
  • Sales & use tax and other routine filings (as applicable)
  • Action list with owners and due dates

How it works

1

Onboard & organize

Connect accounts, align your chart, and set the close cadence and responsibilities.

2

Close & file

Reconcile, post journals, prepare workpapers, and submit routine filings on time.

3

Review & improve

Deliver reports and a short summary; tighten processes as your business grows.

Popular add-ons

  • Historical cleanup and catch-up work
  • Reasonable compensation analysis for S-Corp owners
  • Budget setup and simple rolling cash flow
  • 1099 recipient prep and e-file

FAQs

Yes—we coordinate entries and filings with your provider. For full-service payroll processing, visit Payroll Services.

Yes—see our Sales & Use Tax service for details. We can register accounts, file returns, and help with notices.

Absolutely. We scope a one-time cleanup/catch-up so your monthly close starts on solid ground.