Accounting and Tax Services
You don’t need a separate tax accountant, bookkeeper, payroll processor, and business consultant. You just need us. At Tolbert CPA, we provide a different approach to your accounting and tax needs. We manage all of your accounting, tax, cash flow management, payroll, and business consulting needs under one roof.
Say goodbye to multiple financial meetings with different vendors. Say hello to us.
When you bring us on board, you get a committed, professional tax and accounting services firm dedicated to making the process convenient for you. As a business owner, you can relax knowing we’re focused on your finances. And, you can reset your focus on growing your business.
Business Accounting Services
As an entrepreneur, your time is valuable. Every second counts. Rather than wasting valuable time managing finances and keeping up with bookkeeping entries, leave the tedious (but important) work to us. As a full-service CPA, we’ll take care of all of your business accounting and tax needs, which will give you more time to focus on generating profit.
As part of our business accounting services, we will provide you with bank reconciliation, income statements, balance sheets, and general ledger management. We will:
- Track business growth and manage your cash effectively.
- Keep records updated so that your management “scorecard” gives you reliable information.
- Provide you with regular profit/loss information so you can track the operating costs of your business.
- Give reports for what areas of your business are over/under budget.
- Identify specific areas needing attention to keep your business profitable.
- Track increases in product sales or returns as a percentage of your sales.
- Give you a snapshot of the financial health of your business at any given point of time.
- Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
- Set up a general ledger system, or identify problems with your current ledger system, allowing you to eliminate discrepancies and maintain accurate records for your business.
Depending on the size and needs of your business, we can also help with Quickbooks, cash flow management, and payroll.
Have questions? Check out our FAQs
Expert Tax Accounting Services
Accounting work is the backbone of your tax returns. By working with one CPA for your tax and accounting needs, you’ll ensure your records are accurate, detailed, and confidential. You’ll also save time by working with only one partner. And as a business owner, every minute and dollar counts – especially at tax time.
Because today’s tax laws are increasingly complicated, it’s difficult to stay up-to-date with the latest rules for deductions and credits. You could be missing out on maximizing your returns. With Tolbert CPA, a full-service accounting and tax services CPA, you can submit your tax returns with confidence.
As part of our tax preparation services, we will provide you with:
- Assurance that your return has been checked and double-checked for mathematical accuracy and errors commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.
- Tips for better managing your payroll withholding so you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.
- A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.
- Electronic filing for a quicker refund.
In addition to our tax accounting services, we also provide tax problem resolution. Learn more about finding relief here.
Have questions? Check out our FAQs
Get Strategic Accounting Consulting with Our Business Compass Program
As an entrepreneur, you do what you can to manage the chaos. The bank balance system works for now, but it won’t help you build a solid financial future. For your new business to be successful, a strategic accounting plan is vital to ensure your company has the clarity of direction it needs. In our 12-month accounting coaching Business Compass Program, we’ll build your toolbox to run your business with confidence: knowing you’re generating revenue to profit and not just staying busy.
The process helps you take full control of your business financials by allowing you to answer these three important questions in real-time:
- Where is my business today – every day?
- What are the problems and how can I fix them?
- Where are the opportunities I can use to make a difference in my bottom line?
Our strategic accounting consulting will help you identify the weak spots in your business and accounting plan and suggest areas for improvement. By developing a strong plan with a business consultant who also doubles as your accounting and tax services CPA, you’ll ensure your finances are headed in the right direction. Learn more about our Business Compass Program here.
Have questions? Check out our FAQs.