Services
Client Accounting Services
Whether you’re a startup seeking reliable bookkeeping or an established business looking for a strategic financial partner, our Client Accounting Services are designed to provide the level of support you need today and as you grow.
Monthly Bookkeeping
Maintain accurate financial records with monthly transaction categorization, account reconciliations, and ongoing bookkeeping support to keep your business organized and compliant.
Payroll Setup & Monitoring
Simplify payroll administration with payroll system setup, employee onboarding support, payroll review, and compliance monitoring to help ensure accuracy.
Catch-Up Bookkeeping
Behind on your books? We can organize historical transactions, reconcile accounts, and bring your accounting records up to date so you can move forward with confidence.
Financial Statement Preparation
Receive timely monthly, quarterly, and annual financial statements that provide clear insight into your company’s financial health, profitability, and cash flow.
Budgeting & Cash Flow Planning
Plan ahead with customized budgets, cash flow projections, and financial forecasting designed to support growth and informed decision-making.
Advisory Services
Gain strategic financial guidance through performance analysis, KPI tracking, profitability reviews, and business planning tailored to your goals.
Tax Compliance and Planning
From proactive tax planning for individuals to comprehensive tax solutions for businesses, our services are designed to minimize liabilities, ensure compliance, and help eliminate surprises.
Individual Tax Preparation
Prepare accurate and timely federal and state tax returns while identifying opportunities to maximize deductions and credits.
Individual Tax Return minimum: $600
Business Tax Compliance
Stay compliant with tax filing (such as 1099s, Form 1065, Form 1120s, etc.) requirements through comprehensive preparation of business tax returns for partnerships, corporations, S corporations, and sole proprietorships.
Entity Tax Return minimum: $1,200
Tax Strategy & Planning
Reduce tax surprises and make informed financial decisions through proactive year-round tax planning, estimated tax calculations, and customized strategies designed to minimize liabilities and avoid costly penalties.
IRS & State Tax Support
Receive professional assistance responding to notices, resolving tax issues, and communicating with taxing authorities when questions arise.
Entity Selection & Tax Structuring
Evaluate the tax implications of various business structures and implement strategies designed to support long-term growth and tax efficiency.
Retirement Tax Planning
Coordinate retirement and tax strategies to help maximize savings, reduce tax exposure, and support long-term financial goals.
How It Works
I
Introductory Call
Schedule an Introductory Call to speak with Johnny Scott II personally to discuss your needs.
II
Review Proposal
After discussion, you will receive a proposal that will include the engagement letter and the detail of the scope of duties required of you and me to set clear expectations of our arrangement.
III
Client Portal Sign Up
After accepting the proposal, you will be sent an email to sign up for the client portal. The client portal includes a mobile app that makes it easy for clients to collaborate with me.
IV
Document Request
After signing up, you will be presented with client tasks requesting the necessary documents for your engagement. This allows your information to be transferred securely.