Skip to content
Client / 02 Record

Growing companies

Businesses with employees, plenty of transactions every day and a bank that's starting to ask for financial statements.

Note Payroll has arrived, and the deadlines came with it.
Back to client types
Desk with calculators, printed charts, stacked paperwork and a plant
The client

How we work with this client

Once a company hires its first employee, the calendar fills up: payroll every pay period, tax deposits, quarterly 941s, state unemployment, W-2s in January. Missing one means a penalty.

We take that calendar off your plate and flag every deadline in advance. We also prepare financial statements when the bank asks for them, which tends to be exactly when there's an opportunity and no time.

And once a month we go over the numbers together: not just whether you're compliant, but whether you're making money and where it's coming from.

  • Payroll
  • Banks
  • Deadlines
What we solve

Needs we cover

Each one is handled by a specific service, with the same accountant assigned to your account.

  1. 01 Payroll and payroll taxes handled on time
  2. 02 Full bookkeeping and monthly close
  3. 03 Financial statements for the bank
  4. 04 Annual business tax return
  5. 05 A review of the entity setup
  6. 06 A monthly profit and loss report
Services

Services for this client

The ones we use most often for this type of business. Each service page details what's included.

Does your business look like this? Let's talk, and we'll send you a quote.

Get a quote
Other clients

We also help

Desk with calculators, printed charts, stacked paperwork and a plant

Online businesses

Income from several platforms, sometimes in other currencies.

  • Platforms
  • Multistate sales tax
  • Digital expenses
Request a quote

Get a quote.

You already know what you need. Tell us about your business, and we'll come back with the monthly fee and what it covers.

Sample site: clicking the button doesn't send or save any information.

Ask about your situation

Ask about your situation.

Dealing with a specific problem and not sure how serious it is? Tell us, and we'll tell you what needs to happen.

Sample site: clicking the button doesn't send or save any information.