Small Business Insights
You’re a small business ready to take it to the next level
10-49
Employees
$2Mil+
Revenue
KPIs and Budgets
Reporting Needs
Package Highlights
Monthly Bookkeeping Services
A dedicated accountant who handles all monthly transaction recording and reconciliation, ensuring accuracy and offering ongoing support to keep your finances in order
Business and Individual Tax Filing
The preparation of your annual entity tax return, as well as the annual individual tax return for the business owner, ensuring comprehensive and accurate tax compliance
Tax Planning and Strategy
An annual tax projection to determine your estimated tax liability and a meeting with a CPA to discuss personalized tax strategies and efficiencies, ensuring you maximize your savings
Payroll Processing
Ongoing payroll maintenance and processing, new employee setup, PTO tracking, and benefit management, ensuring seamless and efficient payroll operations for your business
Annual Compliance
Thorough 1099 preparation and E-Filing, Sales Tax Filing, Business Personal Property Tax filing, and other compliance needs as requested, ensuring your business remains fully compliant with all regulations
Insights
Features quarterly meetings to review financials and discuss performance, set KPIs and budgets, and improve accounting processes for greater reporting insights
Our Small Business Insights Package at Farmer & Associates, CPA, is designed for small business owners who seek not just accounting support, but also strategic financial guidance. This advanced package builds on our comprehensive Small Business Package, adding detailed quarterly business meetings to review and analyze key performance indicators (KPIs). We help you develop and refine your financial reporting processes, providing you with deeper insights into your business operations.
With the Small Business Insights Package, we focus on optimizing your accounting processes, improving efficiency, and delivering actionable insights that drive profitability. Our expert team collaborates closely with you to understand your unique business challenges and opportunities, offering tailored advice and strategic planning to enhance your financial health. By leveraging industry-leading software and best practices, we ensure you have the clarity and confidence to make informed decisions that propel your business forward.
At Farmer & Associates, CPA, we strive to provide exceptional accounting services for small businesses, focusing on their unique needs and challenges. We are committed to being more than just your accountants—we are your strategic partners, dedicated to helping you achieve sustained growth and success. Let us provide the expertise and insights you need to take your business to the next level.
Ready to Elevate Your Business?
If you’re ready to optimize your financial management and gain strategic insights to drive your business forward, our team at Farmer & Associates, CPA, is here to help. Contact us today to learn more about our Small Business Insights Package and how our expert accounting services can support your small business.