Small Business • Accounting & Payroll

Accounting & Payroll — clean books, on-time filings, proactive tax alignment

From day-to-day bookkeeping to payroll and sales tax, our team keeps your numbers accurate and your deadlines met—so you can focus on growth.

Free Consultation What’s included

Monthly

Close & reports

Payroll

All states

Catch-up

Cleanup projects

Advisory

Tax-smart

Why it matters

Accurate books power better tax outcomes

Clean accounting reduces audit risk, reveals cash flow faster, and supports smarter tax planning throughout the year—not just at filing time.

How we work

What’s included in our accounting stack

Monthly bookkeeping

Bank/credit card reconciliations, categorizations, and tie-outs with a clean month-end close.

Payroll & filings

Full-service payroll, direct deposit, and quarterly/annual tax forms (W-2, 940/941, state).

Sales tax (SUT)

Nexus review, registration support, and on-time state/local sales tax returns.

Financial statements

Monthly P&L, balance sheet, and cash-flow with management notes and KPIs.

Cleanup & catch-up

Fix messy books, reclassify transactions, and rebuild prior-year ledgers.

QuickBooks/Xero setup

Chart of accounts, bank feeds, app stack (AP/AR, expense, inventory).

CFO-level advisory

Budgeting, pricing/margin analysis, and cash-flow planning tied to taxes.

1099 year-end

Vendor W-9 collection, mapping, and e-file of Forms 1099-NEC/MISC.

Tax prep & planning

Return preparation aligned with your books plus proactive, year-round tax guidance.

Industries we serve

E-commerce & retail

Multichannel sales, inventory, and sales tax complexity.

Professional services

Solo to multi-partner practices with project-based billing.

Contractors & trades

Job costing, WIP, and subcontractor compliance.

Hospitality

Tips, payroll, and high-volume reconciliations.

Startups

Clean setups, burn-rate tracking, and investor-ready reports.

Process

Our accounting workflow

Kickoff & setup. Systems, chart of accounts, payroll/sales tax registrations.
Monthly close. Reconciliations, review, and management-ready reports.
Compliance. On-time payroll, sales tax, and year-end forms.
Advisory. Quarterly check-ins to align tax and cash-flow decisions.
Year-end. 1099s, tax return prep, and next-year planning.

Choose the level you need

Essentials

Monthly bookkeeping, standard reports, and email support.

Growth

Everything in Essentials + payroll, sales tax, and quarterly advisory.

Full Stack

All services incl. cleanup, advanced reporting, and fractional CFO.

Pricing depends on transaction volume, payroll headcount, and app stack. We’ll quote after a quick review.

Related services

Penalty Abatements

Reduce penalties as we bring your books current.

Installment Agreement

Affordable payment plans if a balance remains due.

IRS Fresh Start

Smoother paths to relief once your books are clean.

FAQs

Do you work with QuickBooks or Xero?

Both. We’ll recommend the best fit and set up your integrations (bank feeds, AP/AR, expenses).

Can you fix messy books?

Yes—our cleanup team handles reclassifications, reconciliations, and prior-year rebuilds.

How fast can payroll start?

Usually within a cycle after onboarding, including state registrations if needed.

Will you coordinate with my CPA?

We are a tax firm—your returns and planning stay aligned with your books year-round.

Let’s get your back office dialed-in

We’ll review your current setup and propose a clean, efficient stack—then run it for you.

Schedule a Free Consultation

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