Small Business Bookkeeping, Accounting & CFO Advisory Services
Bookkeeping and accounting for small businesses. Based in Leander, TX, with clients nationwide. Payroll tax filings and sales tax. We do not process payroll.
Keep the books current. Understand the numbers. Make better business decisions.
Running a business takes enough of your time. Bookkeeping, accounting, payroll compliance, sales tax filings, financial reporting, and year-end tax work can quickly become a distraction from actually running the business.
We help small businesses keep their accounting organized and current, stay on top of filing requirements, and understand what the numbers mean. As the business grows, we can also help with budgeting, cash flow, profitability, financial planning, and CFO-level advisory support.
Bookkeeping & Accounting
Whether your books are current or several months behind, we can start with where things stand today.
If the books need cleanup or catch-up work, we review what has been recorded, correct duplicate or misclassified transactions, identify missing activity, reconcile accounts, and get the books to a reliable starting point.
From there, we can provide ongoing bookkeeping and accounting support, including reconciliations, accounting adjustments, and month-end or year-end close support.
The goal is simple: keep your books accurate and useful, not just updated.
Financial Reporting, CFO & Advisory Services
Accurate books give you a reliable picture of the business. CFO and advisory services help you use that information to plan ahead and make informed financial decisions.
We can help with budgets, forecasts, management dashboards and KPI reporting, variance analysis, financial modeling, and other forward-looking analysis that supports decisions around cash flow, profitability, pricing, costs, and growth.
As your needs grow, our CFO and advisory services can help with:
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Budgeting and forecasting
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Cash flow and working capital planning
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Budget-to-actual analysis
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Profitability and margin analysis
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Product, service, or customer-level profitability
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Cost management and pricing decisions
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Management dashboards and KPI reporting
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Financial modeling and scenario analysis
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Accounts receivable and payable strategy
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Financial systems and process improvement
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Growth planning and major business decisions
Sales Tax Compliance
We help businesses manage their sales tax filing responsibilities.
Services can include sales tax registration, preparation and filing of sales tax returns, and ongoing sales tax compliance.
Payroll Compliance, W-2s & 1099s
We help clients manage payroll compliance, whether payroll is handled in-house or through a payroll service provider.
We can coordinate payroll information with the accounting records, assist with payroll tax filings and year-end reporting, and prepare W-2s and 1099s as needed.
Starting or Changing a Business
Starting a business or changing how an existing business is structured can have accounting and tax consequences.
If you are starting a new business, considering an S corporation election, adding an owner, changing the ownership structure, or planning for growth, we can help you understand the accounting and tax considerations before you make the change.
Thinking through the accounting and tax impact before making a change can help avoid unnecessary complications later.
Our Small Business Accounting Process
We start by understanding how your business operates, how your accounting is currently handled, and where you need help.
For some businesses, the first step is cleaning up or catching up the books. For others, it may be ongoing bookkeeping, accounting, sales tax, payroll compliance, financial reporting, or advisory support.
Our goal is to build an accounting process that keeps your records current, supports tax preparation and tax planning, and gives you better information for running the business.
What to Have Ready
You do not need to have everything perfectly organized before reaching out. Start with what you have.
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A short description of your business, including the products or services you provide, how customers pay you, and whether you have employees or contractors.
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Access to your accounting records and the financial information needed to review or maintain the books. If additional documents are needed, we will let you know.
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Your prior business tax returns, if available.
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Information about your payroll setup or payroll provider, if applicable.
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Information about any sales tax registrations or filing requirements you currently have.
Book an introductory call
Tell us a little about your business and where you need help. You will receive a quote before work begins, with no obligation.
Frequently Asked Questions
Yes. We can review the existing records, reconcile accounts, correct issues, and bring the books current. Once the cleanup or catch-up work is complete, we can also provide ongoing bookkeeping and accounting services.
We help with payroll compliance based on the needs of the business. This may include coordinating with a payroll service provider, payroll tax filings, year-end reporting, and preparation of W-2s and 1099s as needed.
Yes. We can help with sales tax registration, preparation and filing of sales tax returns, and ongoing sales tax compliance.
No. We can work with different accounting systems as long as we can obtain the information and records needed to maintain and review the books. If you are not sure whether your current setup will work, we can review it with you.
Yes. Having bookkeeping, accounting, and business tax preparation handled together can make the process more efficient and help keep the financial records and tax return consistent. It also gives us a better foundation for tax planning throughout the year.
You may benefit from CFO or advisory support when you want more than bookkeeping and financial reports. This may include understanding profitability, managing cash flow, creating a budget, planning for growth, evaluating pricing or margins, or making a significant business decision.
Yes. If you are starting a business or considering a change in structure, we can discuss the accounting and tax implications of the available options and help you understand what may fit your situation.