Business Tax and Accounting
A more organized back office—and fewer financial loose ends.
Work with an external accounting resource that keeps your records current, your filings on schedule, and your tax position visible before year-end rather than after it.
Defined scopes
Specific responsibilities, not open-ended promises
Every engagement names the tasks the firm performs and the tasks that stay with you. That is what keeps deadlines from falling between the two.
- Business return preparation
- Bookkeeping and general-ledger accounting
- Bank and credit-card reconciliations
- Accounts payable and accounts receivable support
- Payroll coordination
- Sales-tax reporting
- Financial-statement preparation
- QuickBooks setup and ongoing support
- Business tax planning
- New-business financial setup
How engagements are structured
Business work is arranged on a cadence that matches the volume of activity and the filings involved. Common arrangements include:
- Monthly
- Ongoing bookkeeping, reconciliations, and recurring filings for businesses with steady transaction volume.
- Quarterly
- Periodic clean-up, estimated-payment review, and reporting for lighter or seasonal operations.
- Annual
- Year-end close and business return preparation for owners who maintain their own books.
- Project-based
- Catch-up bookkeeping, software setup or migration, or a defined one-time cleanup.
The cadence and scope for your business are confirmed in writing before work begins.
Availability of any specific service depends on your entity type, recordkeeping, and filing obligations. Scope is confirmed during the initial consultation rather than assumed.
Signs it is time
When a business usually outgrows doing it alone
The books are behind
Reconciliations have not been done in months, and you are not sure the balances are right.
Deadlines keep surprising you
Payroll filings, sales-tax returns, or estimated payments are being handled reactively.
You cannot answer basic questions
Profitability, cash position, or owner compensation require guessing rather than a report.
Get started
Tell us about your business
Share the entity type, the software you use, and where the gaps are. Please do not attach payroll files, statements, or returns.
Tax questions are easier to solve before they become tax emergencies.
Work with Anette Desbaillets, EA, for year-round tax preparation, accounting support, planning, and IRS representation.