SMALL BUSINESS ACCOUNTING

A happy woman smiling with her coffee and a small business owner looking over financial reports.
WANT TO LEARN MORE?

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We Help You Take Control of Your Finances so You Can Focus on Your Business

We’re accountants and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning. 

That’s why we’re here.

CONTACT US

Leave the Accounting to Us.

When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.

Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

PlatinumFlat@2x

PLATINUM ACCOUNTING

INCLUDES EVERYTHING IN THE GOLD PACKAGE PLUS:

  • Monthly Financial Reports (including cash flow)

  • Weekly Accounting Specialist Check-In: designed to keep your books in perfect order.

  • Monthly Accounting Business Partner (ABP) Check-in: an opportunity to gain valuable, high-level insights about your financials and cash flow analysis. Designed for owners who want actionable insights to drive success.

  • Fathom Dashboard and training for custom reports, KPI’s, cash flow analysis, and consolidated reporting (for multiple entities).

  • Reports by the 15th

GoldFlat@2x

GOLD ACCOUNTING

INCLUDES EVERYTHING IN THE BASIC PACKAGE PLUS:

  • Monthly Accounting* Includes 2+ third-party apps. Modified accrual accounting.

  • Sales Tax Filing

  • Assigned Accounting
    Business Partner: High-level
    financial oversight, quarterly
    check-ins to align financial
    strategy with business goals,
    feedback regarding target KPIs,
    industry benchmarks, and best
    practices.

  • WC Audit Reports

  • Reports by the 20th

SilverFlat@2x

BASIC ACCOUNTING

    • Monthly Accounting* Includes one third-party app. Monthly financial reports. Modified cash accounting. (No sales tax)

    • 1099 Management and Filing

    • Tax Planning & Strategy
      Consultation       (annually)

    • Business Tax Preparation

    • Support: Accounting Specialist Monthly 15 min Book Review: designed to keep your books in perfect order.

    • Reports by the 25th

Ideal for lower-use entities and holding companies with 4+ child entities.

Strategic tax planning

and financial forecasting

Business tax returns

Profit statements

and balance sheets

Accounting systems set-up

Chart of Accounts and General Ledger