A small business brings several accounting responsibilities together. The first conversation is about which work you need help with.
Our services include bookkeeping, reviews and compilations of financial statements, corporate tax returns, partnership and LLC returns, and federal and state payroll tax returns.
Start with the records.
We provide bookkeeping services through trial balance. Describe how your business maintains its books, which periods need attention and what information is available.
Understand the statement you need.
We prepare reviews and compilations of small-business financial statements. If a bank, owner or another party has asked for a statement, explain the request and its purpose so the engagement can be discussed.
Reviews and compilations are distinct engagements. The practice would confirm the appropriate scope and requirements; this page does not promise an audit or any particular assurance.
Bring the filing responsibilities into view.
- Corporate tax returns
- Partnership and limited liability company returns
- Federal and state payroll tax returns
Explain the business entity, the relevant periods and any notices or requests received. The office can discuss what falls within the proposed engagement.
A practical first conversation.
- 01
Tell us about the business.
The work you do, the entity and the people involved in the records.
- 02
Describe what you need.
Bookkeeping, a financial statement, a return or a combination of work.
- 03
Agree on the next step.
Confirm scope, timing, fees and a suitable way to exchange documents.