Small Business Package
Best fit for small business with the following criteria
1-15
Employee Numbers
100-300
Monthly Transactions
$250K-
$2Mil
Revenue
Package Highlights
Accounting Health Diagnosis
A thorough assessment of your accounting records to determine any clean-up or catch-up needed and offers expert advice on improving your accounting processes
Tax Planning and Strategy
An annual tax projection to determine your estimated tax liability, a meeting with a CPA to discuss tax strategies and efficiencies, and comprehensive owner compensation planning to optimize your financial outcomes
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
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
At Farmer & Associates, CPA, we offer more than just tax preparation. Our Small Business Package provides year-round support for all your accounting, compliance, and tax planning needs. Designed specifically for small business owners with up to 10 employees, this package allows you to outsource all back-office functions to our experienced team. As your dedicated small business accountant, we establish best-practice accounting processes, keep you ahead of compliance requirements, and maximize your tax savings.
Our comprehensive services include payroll setup and processing, accounts payable management, business income tax filings, and owner compensation planning. We also handle revenue recognition, ensuring your financial strategies align with your business goals. Using our industry-leading mobile app, you can securely upload data and communicate directly with your dedicated point of contact, making it easier than ever to manage your finances.
To get started, we review your current accounting records and processes, providing insights and recommendations for necessary changes. We maintain your books weekly, process payroll, and manage bill payments to keep your business running smoothly. By leveraging real-time accounting data and our app-based communication platform, we help you stay on top of your business performance and make informed decisions.
Ready to Transform Your Business?
If you’re ready to streamline your financial processes and get the support of a dedicated small business accountant, our team at Farmer & Associates, CPA, is here to help. Contact us today to learn more about our Small Business Package and discover how we can assist you in achieving your financial goals.