SMALL BUSINESS ACCOUNTING SUPPORT
Small Business Accounting & Bookkeeping Services
Keep your books organized, your financial picture clear, and your tax filing process easier to manage. EZTAXACT provides practical bookkeeping and accounting support for U.S. and foreign-owned small businesses.
ACCOUNTING THAT SUPPORTS THE NEXT DECISION
Know what happened in the business before the next tax deadline
Bookkeeping is more than entering transactions. Consistent records help you understand revenue, expenses, cash movement, owner activity, and the information your tax preparer needs.
We help small businesses organize their books, improve financial reporting, and prepare for tax filing, with services tailored to their records and business needs.
WHAT WE CAN HELP ORGANIZE
Accounting and bookkeeping services for the way your business operates
Scope is based on your entity, systems, transaction volume, reporting needs, and current condition of the books.
Monthly bookkeeping
Organize income, expenses, transfers, owner activity, and recurring transactions on an agreed schedule.
Bank reconciliation services
Compare accounting records with bank and payment-account activity to identify missing or misclassified items.
Financial statement preparation
Prepare useful profit-and-loss and balance-sheet information when the engagement scope and records support it.
Bookkeeping cleanup
Review prior periods, account balances, uncategorized transactions, duplicates, and unreconciled activity.
Tax-ready bookkeeping
Coordinate records and year-end information so tax preparation can begin with a clearer financial history.
Accounting workflow setup
Clarify categories, recordkeeping habits, document collection, and reporting expectations for the next period.
A REPEATABLE MONTHLY CLOSE
A simple workflow turns transactions into usable information
- 01
Collect
Gather statements, sales records, receipts, invoices, and owner or business payment details.
- 02
Classify
Assign transactions to categories that reflect the business and its tax reporting needs.
- 03
Reconcile
Compare recorded activity with available bank and payment-account statements.
- 04
Review
Discuss unusual items, open questions, and the reports or next steps that matter.
REPORTING WITH A PURPOSE
Financial statements should help you see the business
Reports are most useful when they answer a question: Is revenue changing? Which costs are growing? Is cash available for the next obligation?
Ask about a reporting reviewBUSINESSES WE SERVE
Support for common small-business structures and situations
Single-member LLCs
Organize operating activity and owner transactions for a cleaner year-end review.
Corporations
Maintain records that connect business activity with corporate tax and compliance work.
Partnerships
Track partner contributions, distributions, expenses, and information needed for reporting.
Foreign-owned U.S. businesses
Coordinate bookkeeping records with cross-border payments and applicable U.S. filings.
CATCH-UP AND CLEANUP BOOKKEEPING
Start where the records are, then build a better system
Cleanup cost depends on the number of periods, transaction volume, accounts, and condition of the existing file. We assess those factors before defining the scope.
Common cleanup issues
- Unreconciled bank or card accounts
- Uncategorized or duplicated transactions
- Mixed personal and business activity
- Missing statements or source documents
- Opening balances that do not tie out
- Books that stopped before tax filing
CONNECTED TO TAX PREPARATION
Bookkeeping and tax preparation should tell the same story
When books and tax records are disconnected, questions surface late. We coordinate the information needed for business tax preparation, year-end adjustments, owner reporting, and applicable foreign-owner compliance.
ENGAGEMENT SCOPE
The right scope depends on the records and the questions you need answered
We do not publish a universal monthly price. After reviewing the business and books, we can discuss an appropriate scope and recurring cadence.
Monthly maintenance
For businesses with an established workflow that need recurring transaction organization, reconciliation, and review.
Factors include- Number of accounts
- Transaction volume
- Reporting frequency
Catch-up or cleanup
For books that need prior periods reviewed, corrected, reconciled, or prepared for tax work.
Factors include- Periods behind
- Condition of the file
- Missing documentation
Tax-ready coordination
For businesses that need accounting records organized around an upcoming filing or compliance review.
Factors include- Entity and tax forms
- Year-end adjustments
- Filing deadlines
ONBOARDING DOCUMENTS
A focused document checklist gets the review moving
Not every business will need every item. We identify the relevant records after understanding the entity and engagement scope.
- Prior-year tax returns and accounting reports
- Bank, credit-card, payment-processor, and loan statements
- Sales records, invoices, receipts, and expense support
- Payroll and contractor-payment information, when applicable
- Entity, owner, partner, and foreign-owner information
- Existing accounting-file access and chart of accounts
A CLEAR STARTING PROCESS
From first review to an organized accounting rhythm
- 01
Tell us about the business
Share your entity, systems, accounts, periods, and the problem you need solved.
- 02
Review the records
We identify missing information, open questions, and likely work scope.
- 03
Define the engagement
Agree on the services, cadence, reports, responsibilities, and practical next step.
- 04
Organize the books
Complete the agreed bookkeeping, reconciliation, cleanup, or reporting work.
- 05
Keep the workflow current
Use an agreed process for documents, reviews, tax coordination, and future periods.
OFFICIAL RECORDKEEPING GUIDANCE
Good records support accurate business decisions and tax filings
The IRS explains why businesses should keep records and how records support income and expense reporting. The SBA also connects financial knowledge and bookkeeping with running a business effectively.
ACCOUNTING QUESTIONS
Frequently asked questions about bookkeeping support
What does monthly bookkeeping usually include?
It may include transaction organization, account reconciliation, categorization review, and agreed reporting. The exact scope depends on the business, systems, records, and engagement.
Do you provide catch-up bookkeeping?
Yes. We can review prior periods and assess the work needed to organize, reconcile, and correct the available records before defining a cleanup scope.
How much does bookkeeping cost?
Pricing is assessment-based. Periods, transaction volume, number of accounts, reporting needs, and the condition of the existing books all affect scope and cost.
Can you prepare financial statements?
Financial statement preparation may be included when the records and engagement scope support it. We will clarify which reports are needed and how often they should be prepared.
Do you reconcile bank accounts?
Bank reconciliation can be part of the agreed bookkeeping workflow. We compare accounting records with available statements and identify unresolved items for review.
Can you work with an existing accounting file?
Often, yes. We first review the file structure, account balances, transaction history, access, and outstanding issues to determine the practical next step.
Do you help businesses that are behind on their books?
Yes. We can assess the periods behind, available records, transaction volume, and tax deadlines before recommending a catch-up or cleanup approach.
Can bookkeeping support tax preparation?
Organized books can make tax preparation more efficient, but tax-ready status depends on the records, entity, filing requirements, and agreed work. We coordinate the information where appropriate.
Do you serve foreign-owned U.S. businesses?
Yes. We support bookkeeping coordination for foreign-owned U.S. businesses and can connect the records review with applicable tax and information-reporting considerations.
Do you provide payroll or sales-tax filing?
Those services are not automatically included in bookkeeping. If they are relevant, we can discuss the business need and clarify whether they belong in a separate or expanded engagement.
What records should I send first?
Start with prior-year returns, recent bank and payment statements, existing accounting reports, entity information, and a short description of the problem or deadline.
How do we get started?
Contact us with your entity type, accounting system, periods needing attention, number of accounts, and the support you are seeking. We will outline the next practical step after review.
RELATED SERVICES
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READY TO ORGANIZE THE BOOKS?
Get a practical starting point for your accounting needs
Tell us what is current, what is behind, and which deadline or decision is driving the review.