Accounting & tax services, explained
What each service is, who needs it, what drives the price and which credential to look for, plus top-rated firms that do it.
Taxes
Tax Preparation
Getting your federal and state returns prepared, checked and e-filed.
Tax prep, CPA, AccountantTax Planning
Year-round strategy to legally lower what you'll owe next April.
CPA, Tax prep, AccountantIRS Representation
Help with IRS letters, audits, back taxes and payment plans.
Tax prep, CPA, AttorneyEstate Planning
Wills, trusts and gift strategies with the tax side handled.
Attorney, CPA, AdvisorInternational Tax
Foreign income, foreign accounts and U.S. returns for expats and immigrants.
CPA, Tax prep, AttorneyBookkeeping & payroll
Bookkeeping
Monthly books, reconciled accounts and reports you can actually read.
Bookkeeping, Accountant, CPAPayroll Services
Paychecks, withholding and payroll tax filings done on time.
Bookkeeping, Accountant, CPAAccounts Receivable
Invoicing customers and collecting what you're owed, on time.
Bookkeeping, AccountantAccounts Payable
Paying vendors accurately and on time, with controls against fraud.
Bookkeeping, AccountantBank Reconciliation
Matching your books to every bank and card statement, every month.
Bookkeeping, AccountantCloud Accounting
Books kept online so you and your accountant see the same numbers in real time.
Bookkeeping, AccountantAccounting
Financial Statements
Income statements, balance sheets and cash flow reports, prepared or reviewed.
CPA, AccountantAuditing
Independent audits of financial statements, benefit plans and nonprofits.
CPACost Accounting
Working out what each product, job or service really costs you.
CPA, AccountantInternal Controls
Checks and approvals that prevent errors, theft and fraud.
CPA, AccountantForensic Accounting
Tracing money for fraud cases, divorces and lawsuits.
CPAAdvisory
Financial Analysis
Turning your numbers into answers: margins, trends and what's driving profit.
CPA, Accountant, AdvisorCash Flow Management
Knowing what cash is coming in and going out, weeks before it happens.
Accountant, CPA, Bookkeeping, AdvisorBudget Planning
A realistic budget for the year and a monthly check against it.
Accountant, CPA, AdvisorFinancial Forecasting
Projections of revenue, profit and cash for the next one to three years.
CPA, Accountant, AdvisorBusiness Consulting
An experienced outside view on pricing, growth and operations.
Accountant, CPA, AdvisorSoftware Integration
Getting your bank, POS, payroll and accounting software to talk to each other.
Accountant, BookkeepingBusiness Valuation
An independent value for a sale, buy-in, divorce, estate or dispute.
CPA, Accountant, AdvisorBusiness
Industries
Non-Profit Accounting
Fund accounting, Form 990 and audits for charities and associations.
CPA, Accountant, BookkeepingConstruction Accounting
Job costing, work-in-progress schedules and retainage for contractors.
CPA, Accountant, BookkeepingHealthcare Accounting
Books, payroll and tax for medical, dental and therapy practices.
CPA, AccountantRetail Accounting
Inventory, sales tax and margins for shops and online stores.
Accountant, Bookkeeping, CPALogistics Accounting
Trucking and transportation books: IFTA, per diem and equipment.
Accountant, Tax prep, Bookkeeping, CPA