Year-round
Every month- Bank and card reconciliation
- Payroll run and filings
- Sales tax returns
- Management figures
- Questions answered, unmetered
Books that are closed, not almost closed.
Bookkeeping, payroll and tax for owner-run businesses. You get a named accountant, a fixed monthly fee, and a deadline calendar you never have to remember.
You do not need to know the deadlines. We do.
Most owners come to us because something was missed. The work below runs whether or not you remember it — you get a reminder when we need something from you, and silence when we do not.
Quarterly
Four times a year- Estimated tax calculation
- A call to review the numbers
- Cash-flow look-ahead
- Anything the quarter changed
Filing season
January – April- Business return prepared
- Owner's personal return
- Elections and extensions
- Next year's plan, in writing
One fee, agreed before we start.
The fee is set on the work, not the hour, and it is written down. If your business changes enough to change the fee, we tell you before the invoice does.
BookkeepingPayrollSales taxBusiness tax returns
Personal returnsEntity formationS-corp electionsCash-flow forecasting
Catch-up bookkeepingAudit correspondence
Owner-run businesses, mostly under twenty people.
Trades and contractors, restaurants and shops, clinics and practices, agencies and consultants, landlords with a handful of units. If your accountant currently talks to you once a year, we are probably a better fit.