Bookkeeping & Payroll
Clean books. Clear reports. Room to grow.
Strong accounting keeps your business steady. From bookkeeping and payroll to financial reporting, Your Financial Office gives you accurate numbers and dependable support so you can make better decisions and stay ready for tax time.
Most small business owners treat bookkeeping as something that has to be done for the tax return, which is why so many sets of books get reconstructed in a panic each spring from a shoebox and a bank feed. Numbers assembled that way will get a return filed, but they cannot tell you anything while there is still time to act on it.
Books kept properly through the year answer questions in the moment: whether that hire is affordable, which job actually made money once materials were counted, whether the growth in revenue turned into anything at the bottom. That is the value, and the tax-readiness is a by-product.
Transactions categorised consistently, bank and credit card accounts reconciled, and a chart of accounts that reflects how your business actually works rather than whatever the software suggested on setup day. A badly structured chart of accounts is the most common reason a P&L is technically accurate and practically useless.
If the books are behind, that is ordinary and fixable. Catch-up work is a defined job with an end to it, and it is considerably cheaper than the alternative of filing on estimates.
Payroll processing, tax deposits on schedule, quarterly Form 941 filings, and year-end W-2s and 1099-NECs. Straightforward when it runs, and unusually unforgiving when it does not.
The reason to take payroll deposits seriously above other obligations is the Trust Fund Recovery Penalty: the withheld portion of payroll tax was never the business's money, and the IRS can assess it personally against whoever it deems responsible for paying it, regardless of the entity structure. A business behind on 941 deposits has a problem that an LLC does not solve.
Issuing a 1099 does not make someone a contractor. Worker classification turns on the actual relationship — how much control is exercised over how, when and where the work is done — and misclassification carries back taxes, penalties and interest for the employer, not the worker.
It is worth reviewing before it becomes a question someone else asks, particularly in trades where the industry norm and the legal test have drifted apart.
Glenn has been a Certified QuickBooks Pro Advisor since 2002. That covers setting a file up correctly at the start, cleaning up one that has drifted, and training you or your staff to keep it right — rather than quietly redoing it every quarter.
Most QuickBooks problems are not software problems. They are a chart of accounts that was never designed, an opening balance nobody reconciled, or undeposited funds accumulating silently for two years.
Small business owners who want reliable bookkeeping, payroll support, and financial clarity without hiring a full in-house team.
No, and it is a common starting point. Catch-up bookkeeping is a defined piece of work with a clear end, usually reconstructed from bank and card statements. It is almost always cheaper than filing returns on estimates and correcting them later, and it establishes a clean position to keep going forward.
Either can work. What matters is that deposits are made on schedule and Form 941 filings are correct, because unpaid payroll tax carries personal exposure through the Trust Fund Recovery Penalty regardless of business structure. If payroll is currently behind, that is the item to address before anything else.
It depends on the working relationship rather than the form issued. Classification turns on how much control is exercised over how, when and where the work is performed. Misclassification produces back taxes, penalties and interest assessed against the business, so it is worth reviewing proactively rather than after a question is raised.
Yes. Most problems trace to a chart of accounts that was never properly designed, unreconciled opening balances, or undeposited funds accumulating unnoticed. Glenn has been a Certified QuickBooks Pro Advisor since 2002 and can either clean the file up or train your staff to maintain it correctly.
Get your accounting cleaned up and kept tax-ready all year.