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Small business accounting meeting

Services

Small Business Accounting

Monthly financials, tax planning, and strategic advice that turns a one-time tax filing into a year-round partnership.

Tax preparation is included with all monthly accounting plans — no separate fee at year-end.

What's Included

Everything you need to run your business with financial clarity and confidence.

Monthly Financial Statements

Profit & loss, balance sheet, and cash flow statement delivered by the 15th of each month.

QuickBooks / Xero Management

We handle your accounting software setup, maintenance, and reconciliation so your books are always current.

Sales Tax Compliance

Multi-state sales tax registration, filing, and nexus analysis. Never miss a filing deadline.

1099 & W-2 Preparation

Year-end preparation and filing for all contractors and employees.

Entity Structure Advice

Should you be an LLC, S-Corp, or C-Corp? We review annually and recommend changes when they save you money.

Quarterly Tax Planning

Estimated payment calculations and proactive strategies to minimize your annual tax liability.

Financial dashboard

Why Monthly Accounting Changes Everything

Most small business owners only see their numbers once a year — at tax time. By then, it is too late to do anything about it. Monthly accounting gives you the financial visibility to make decisions in real time.

Know your profit margin every month, not just in April
Catch cash flow problems before they become emergencies
Make tax-smart decisions throughout the year
Have investor-ready financials at all times

Transparent Monthly Pricing

Plans from $500 – $2,000/month based on transaction volume and complexity. Tax preparation included. No hidden fees.

Frequently Asked Questions

Stop Flying Blind With Your Finances

Schedule a free consultation and see how monthly accounting can transform your business decisions.

Book Free Consultation