Every month
Bookkeeping and reconciliation
Bank, card and loan accounts reconciled monthly in QuickBooks or Xero, with a profit and loss you can read without a translator.
Bookkeeping, payroll and tax for Madison businesses. Fixed monthly packages from $350, and a named accountant who replies within one business day.
Book a free 30-minute reviewWhat we do
Every month
Bank, card and loan accounts reconciled monthly in QuickBooks or Xero, with a profit and loss you can read without a translator.
All year
Payroll runs, quarterly estimated taxes and sales tax filings sent on schedule, so nothing lands on you the week it is due.
Every spring
Federal and Wisconsin returns prepared by your accountant, plus entity choice and S corporation elections when they save you money.
Who you work with
Nora Larkfield, CPA, and three staff accountants look after the books for owner-run businesses with under fifty employees. You are matched with one accountant, who knows your business and answers your questions directly.
Bring the receipts, the bank statements and the QuickBooks file you have not opened since spring. We look at all of it in a free 30-minute review.
Once we have seen how the accounts are kept, you get a fixed monthly price from $350 that covers the bookkeeping, the payroll and the filings.
You are matched with one of the team, who closes your books each month and tells you about anything that needs a decision before it becomes a problem.
Bookkeeping
Payroll
Tax returns
Sales tax filings
Credentials
Most of our clients run the business themselves and keep the books at the kitchen table. We take the bookkeeping, the payroll and the filings off their hands, then explain what the numbers mean for the next few months.
You are not charged by the hour for asking a question.
Book a free 30-minute reviewThe quote follows from what we see in your books, not from a package you have to guess at. It stays the same each month while the work stays the same.
Bookkeeping
Reconciled accounts, a profit and loss you can read, and a short note on anything that moved.
Entity choice
It changes what you pay in self-employment tax. Whether it saves you money depends on what you take out of the business.
Tax planning
Salary, draws and quarterly estimates all affect each other, so we set them up together and revisit them when the numbers change.
Send a note or call. We will arrange a free 30-minute review of how the accounts are kept now, then send you a fixed monthly price.
Madison, Wisconsin. We reply within one business day.