Small Business CPA Services
A CPA in your corner all year, not just in April
Ongoing accounting and tax support for owners who'd rather ask a question before they make a decision than explain it afterwards.
Request a ConsultationWho this is for
- Owners whose business has outgrown do-it-yourself software
- S corporation and LLC owners with payroll and distribution questions
- Businesses adding employees, contractors or a second location
- Owners who want reliable monthly numbers, not just a year-end return
- Anyone who has never had a CPA explain how their entity actually affects their taxes
What's included
- Entity structure review
- Whether your current structure still fits your profit level, risk and growth plans.
- Owner compensation planning
- Reasonable compensation analysis for S corporation owners, coordinated with payroll.
- Estimated tax management
- Quarterly estimates calculated from actual results so you're not guessing or over-paying.
- Financial statement review
- Regular review of your profit and loss and balance sheet, with the anomalies pointed out.
- Decision support
- A CPA to call about equipment purchases, hiring, retirement plans and major contracts.
- Coordinated filings
- Business and personal returns handled together so nothing falls between them.
How it works
A straightforward process
- 01
Discovery
We review your entity, books, payroll and prior returns to see where the risks and opportunities are.
- 02
Set the rhythm
We agree a scope, a fee, and how often we'll meet — monthly, quarterly, or around key events.
- 03
Work the year
Ongoing review, planning checkpoints, and filings handled on schedule rather than in a scramble.
Questions we hear often
How is this different from just having my return prepared?
Return preparation is a once-a-year report on a closed year. Ongoing CPA support means the entity structure, payroll, estimates and books are being looked at while you can still change the outcome — and you have someone to call before you sign a lease, hire, or take a distribution.
Should I be an S corporation?
It depends on your profit level, how much of it is genuinely owner compensation, and the payroll costs and administrative burden that come with the election. It's a numbers question, and we run those numbers rather than applying a rule of thumb.
Do you provide audited financial statements?
The firm focuses on tax and accounting support for small businesses rather than attest services. If a lender or investor requires an audit or review, we'll tell you and help you understand what's involved.
Can you work with my existing bookkeeper?
Yes. Many owners keep their bookkeeper and add CPA oversight for the tax and structural questions their bookkeeper isn't licensed to answer.
Let's talk about your taxes
Tell us a little about your situation and what you need help with. We'll follow up to set up an introductory consultation.
Request a Consultation