How We Help Small Businesses
Tax Preparation
- Business income-tax returns for partnerships, S-corps, and C-corps
- Individual and family returns, including rental properties and equity income
- State and Multi-State Compliance
- Year-End Close Coordination
- IRS & State Notice Response and Representation
- Proactive Tax Advisory
Next Step
Schedule a free 15-minute call to review your business’s needs and receive a fixed-fee quote for tax preparation, bookkeeping, or outsourced CFO support.
Book a Free Call Email MichaelBookkeeping
- QuickBooks Online setup and cleanup
- Monthly reconciliations for bank, credit-cards, and loans
- Accurate categorization of income, expenses, and balance-sheet items
- Cash-flow tracking with clear monthly reports
- Quarterly KPI Review and Advisory
- Coordination of Payroll, Sales-Tax Filings, and 1099 Year-End Tasks
Next Step
Schedule a free 15-minute call to review your business’s needs and receive a fixed-fee quote for tax preparation, bookkeeping, or outsourced CFO support.
Book a Free Call Email MichaelOutsourced Controller / CFO Support
- Cash-flow forecasting and “what-if” scenario planning
- Budget preparation and monthly / quarterly variance analysis
- Custom KPI Dashboards
- Support for financing rounds, grants, and lender reporting
- Guidance on Financial Implications of Compensation, Contracts, and Margins
- Preparation of investor- or board-ready financial packages
Next Step
Schedule a free 15-minute call to review your business’s needs and receive a fixed-fee quote for tax preparation, bookkeeping, or outsourced CFO support.
Book a Free Call Email MichaelNonprofit Organizations
- Form 990 Preparation and Related State Filings
- Bookkeeping with functional-expense reporting
- Basic Grant-Fund Tracking and Compliance Support
- Audit-Ready Books and Board-Level Reporting
- Advisory on Governance and Internal-Control Practices
- Budgeting and Cash-Flow Planning for Mission Sustainability
Next Step
Schedule a free 15-minute call to review your nonprofit’s needs and receive a fixed-fee quote for tax preparation, bookkeeping, or advisory support.
Book a Free Call Email MichaelFAQs - Small Business Support
Can you onboard mid-year and clean up prior months?
Yes. We’ll reconcile prior months, record adjustments, and deliver a clean hand-off so reports and tax prep line up with your year-end.
Do you work in QuickBooks Online? Can you migrate from Xero or spreadsheets?
We primarily use QuickBooks Online. If you’re on Xero or spreadsheets, we can migrate your chart of accounts, import historical data, and set up bank feeds and rules.
What do you need from us to get started?
Typically: your prior-year tax return, current QBO access (or exports), the last 3–6 months of bank and credit-card statements, plus any payroll or loan documents. We’ll send a short checklist through our secure client portal.
Can you handle multi-state sales tax or filing in multiple states?
Yes. We can prepare required state income-tax returns and coordinate multi-state or e-commerce sales-tax filings, including working with your existing sales-tax automation tools.
How does pricing work?
After a brief intro call and document review, we send a proposal with a defined scope and transparent pricing — fixed or hourly as appropriate. No surprise add-ons.
Do you coordinate with our payroll and 1099s?
Yes. We sync payroll journals to your books, track contractor payments, and handle 1099 year-end reporting so your filings match your books.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!