We provide ongoing accounting and payroll support for small business clients who engage our firm to prepare their business tax returns. Our services may include day-to-day bookkeeping, financial statement preparation, payroll processing, and other ongoing accounting support.

Accurate books and a clear understanding of your business’s financial activity throughout the year are essential for proper business tax return preparation. By providing ongoing accounting support in addition to year-end tax return preparation, we help reduce the burden at tax time and make the filing process more efficient.

Main Services

  • Ongoing bookkeeping and accounting support
  • Organization and reconciliation of bank and credit card transactions
  • Preparation of Balance Sheets
  • Preparation of Profit & Loss Statements
  • Payroll processing and related payroll support, when needed
  • Review and correction of accounting records
  • Organization of annual accounting data for business tax return preparation
  • Other accounting support for small businesses

Actual services provided may vary depending on the nature of the business, transaction volume, and whether payroll processing is required.

Who This Service Is For

As a general rule, our Accounting & Payroll Support services are available to clients who also engage our firm to prepare their business tax returns.

We generally do not accept stand-alone engagements for accounting or payroll services only.

Our goal is to maintain organized accounting records throughout the year so that the business’s financial activity does not need to be reviewed from the beginning at tax time, while also supporting an ongoing tax relationship with our clients.

Fees

Fees are quoted individually based on factors such as business size, transaction volume, bookkeeping workload, and whether payroll processing is required.

Our Small Business Package generally starts at $400 per month, although actual fees will vary depending on the scope of services required.

When business tax return preparation is included, we generally require a service agreement of at least six months.

Businesses with foreign subsidiaries, manufacturing businesses, or other businesses involving complex accounting requirements will be evaluated individually to determine whether we can provide the requested services and the applicable fees.

Considering Our Services?

Please begin by submitting information through our contact form regarding your business activities, entity type, current accounting situation, and whether payroll processing is needed. After reviewing your information, we will let you know which services we can provide and the applicable fees.