Small Business Services
Our small business accounting services were created with but one aim in mind: to provide you with timely management information so that you can operate profitably. Our accounting services include general ledger preparation, financial statements, payroll returns, amortization and depreciation schedules, and other business-related support.
Our dedicated, experienced small business specialists work closely with business owners and their bookkeepers to keep accounting records in good order, and with our CPAs to gather the information required for offering effective business advice, identifying tax planning opportunities, and preparing year-end tax returns. We will tailor a package of services just for you, based upon your specific needs and goals.
Bookkeeping Assistance
*Review internally-prepared interim reports to verify they are on track and make sense, and update owner on performance to date and any potential areas of concern.
*Reconcile bank statements
*Assist with monthly or quarterly journal entries.
*Input accounting data to Peachtree or QuickBooks software to allow you to track activity and generate financial reports.
*Generate accounts payable checks for pre-approved vendor payables.
Payroll Check Writing Services
We perform payroll check writing services based upon your payment time frame. We can print physical checks for your employees or direct deposit payment into their bank accounts. We offer paperless online pay stub capabilities, providing employees access to their pay stubs, W-2s, etc. via a secure online portal.
Payroll Tax Returns
Included in our payroll check writing services is the preparation of all related payroll tax returns. We can also prepare ‘after the fact’ payroll tax returns for businesses that process payroll in-house, but prefer not to deal with the filing requirements. We can also train your personnel to prepare payroll tax returns.
Accounting Software Support
Our staff includes Certified QuickBooks Pro Advisors and other specialists who have extensive experience working with QuickBooks. We can assist with initial setup of your company. train you or your staff on how to use the software, and be available as needed to answer questions or resolve problems.
Our staff have significant experience and expertise with PeachTree accounting software as well. We are part of the Sage Accountants Network.
Should you desire, we will be happy to help you determine which accounting software is the best fit for your growing business.
Sales Tax Returns
We can prepare your sales tax returns from the information you provide us, or assist you with preparation.
1099 Reporting
We can prepare or assist you in preparing your annual 1099 Forms.
Cafeteria Plans
We can assist you in setting up a Section 125 cafeteria plan. We can help design your cafeteria plan to meet your specific needs and goals, order your plan document, and put the plan in place. We can administer your cafeteria plan from approving qualified expense reimbursements to direct depositing the reimbursement amounts into your employees’ bank accounts or printing reimbursement checks on your behalf. We offer a debit card option, which saves time for both employer and employee, and eliminates delays due to the reimbursement process.
We can provide education to your employees by meeting with them annually to educate them about your plan and answer any questions they may have.
We can also prepare the Form 5500, if required.
Helpful Links
Employee vs. Independent Contractor – Seven Tips for Business Owners
Form 941 and 944 – Deposit Requirements
Form W-9 Request for Taxpayer Identification Number and Certification
Visit our Tools for You section for more links and resources.