Here’s what a year with a good accountant actually looks like.
Every week (on some plans)
Your bills get paid on time and your customer invoices go out, so money isn’t sitting around waiting on you.
Every month
Your books are updated, payroll is run, and you get clear financial statements showing how the business is doing. No more guessing what’s left after expenses.
Whenever a filing comes due
Sales tax reports, payroll tax paperwork, and 1099 forms for the contractors you pay all get done and sent in on time. The deadlines are our problem, not yours.
Once a year
Your income tax return is prepared and filed, whether it’s a personal return, a business return, or both.
And all year long
We look ahead with you. Tax rules change constantly, so we keep an eye on them and plan early to make sure you claim every deduction and credit you’re entitled to. Waiting until March to think about taxes costs most people real money.
What does it cost?
We offer monthly packages that cover everything above in one simple payment. Want something different? We can build a custom package, or just help you on an as-needed basis. You only pay for what you actually use.
Here’s what one longtime client said:
“Their work is flawless and filing, what seems to me, the endless paperwork is always completed on time.”
M G.
She has used us for payroll for as long as her company has existed. That’s the kind of client we like, the kind who stays.
I’m a CPA with over 25 years of experience working with small business owners and individual taxpayers. If you’re tired of chasing paperwork and worrying about deadlines, send me a message. Tell me what you have going on, and I’ll tell you which setup makes the most sense.