Business Accounting Services
What I do
Accurate & Timely Accounting
Explore the range of business accounting services we offer to ensure your business’ financial success.
Cash Flow Accounting
Does irregular cash flow keep you on your toes? I can help you strategize on how to deal with the ups and downs of inconsistent revenue streams. You need to know where your accounts stand at any given moment. Count on me to have up to the minute accounting of your business finances.
Revenue Recognition
Whether you recognize revenue through job costing, percentage of completion, or any other deferred revenue method, you need to make sure you are doing it correctly under ASC 606 (Revenue from Contracts with Customers). I can make sure that your revenues and related expenses are properly aligned, making sure your profitability is accurate.
Job Cost Accounting
Do you know where you’re at financially with a given project? Tracking completion and expenses per individual project ensures solid job costing. Expert revenue recognition strategies increase accuracy of project bids, and help you set contracts up for success with appropriate deposit amounts & milestone payments.
Accounts Payable & Receivable
Know where you stand with outgoing payments and incoming receipts. Which accounts are up to date and who is behind on payments? I can manage invoicing for your clients, and also send gentle reminders when needed.
Reconciliation
You can’t just assume that financial statement account balances are always correct.
Periodic reconciliation and review of key accounts is crucial to know your accounts are accurate.
I will reconcile all bank/credit accounts monthly and other key accounts we determine to make sure they are in line with outside statements and accounting standards
Reports & Audits
I can build reports that analyze your business expenditures and income, identifying areas for potential cost-savings. Or perhaps you need a cash-flow analysis for lending and credit applications.
No matter the questions you want to ask, I can customize reports that work for your needs. Count on me for easy-to-read information at your fingertips.
Financial Advice & Planning
Explore our comprehensive selection of business accounting and financial planning services. Together we’ll plan for your business growth.
cash Flow Analysis & Forecasting
As your financial partner, I can provide comprehensive cash flow analysis and forecasting services designed to give you ultimate control over your business’s financial health. Cash flow is the lifeblood of your company, and understanding its movement is critical for sustainable success.
Cash Flow Analysis is like an ongoing financial health check-up. This involves thorough review of your historical financial data and categorizing transactions into operating, investing, and financing activities. Then we analyze the data to identify key trends, pinpoint cash drains, and highlight your most profitable areas. This analysis provides the crucial context needed to make informed future decisions.
Building on this foundation, we’ll use Cash Flow Forecasting to create a clear, forward-looking roadmap. We use your historical data and business intelligence from you to project your future cash position over the coming weeks, months, and even years. This foresight allows you to proactively manage working capital, plan for large expenses, secure financing before it’s urgent, and make strategic investments with confidence. Our goal is to replace uncertainty with clarity, empowering you to navigate the future and drive your business toward its goals.
Capitalization & Funding
Capitalization refers to your company’s financial architecture—the strategic mix of debt and equity that fuels your operations. Finding the optimal capital structure is essential to minimizing your cost of capital and maximizing enterprise value. Funding is the process of acquiring that capital. Navigating this landscape, from traditional bank loans to venture capital, can be daunting.
As your financial advisor, I will guide you through this critical journey, keeping your stress as low as possible. I’ll help you determine your precise capital needs (using that cash flow forecasting we’ve done!), develop a compelling funding strategy, and evaluate the best sources for your specific stage of growth.
Together, we’ll analyze the long-term implications of debt versus equity financing on your ownership and financial flexibility, not to mention any tax implications. Furthermore, we assist in preparing documentation that lenders and investors demand (I used to work for a bank—I know how the game is played!)
Want to work with the Small Business Administration (SBA)? I can help you navigate that. No need to spend thousands of dollars on a “consultant”.
Our goal is to ensure you secure the right capital on the right terms, building a business that is not just funded for today, but capitalized for the future.
Government Incentives & Credits Planning
Beyond standard deductions, a significant and often untapped source of capital exists through government tax credits and incentives. Governments at the federal, state, and local levels offer these valuable programs to encourage business growth, innovation, and investment, but navigating their complexity requires specialized expertise.
My Government Incentives and Credits Planning service is designed to proactively identify and secure these benefits for your business. We don’t just look at what you’ve already done; we partner with you to plan future activities that maximize your eligibility. Our team continuously monitors the ever-changing landscape of tax legislation to find opportunities you might otherwise miss.
We analyze your operations to uncover eligibility for a wide range of programs, including the Research & Development (R&D) Tax Credit, the Work Opportunity Tax Credit (WOTC) for hiring practices, and various incentives for green energy investments or operating in specific economic zones. We handle the complex qualification, documentation, and application processes from start to finish.
By strategically leveraging these programs, we help you reduce your effective tax rate, improve cash flow, and lower the net cost of key business activities—transforming a compliance task into a powerful tool for funding growth.
Compliance & Regulations
In today’s business environment, navigating the complex web of federal, state, and local regulations (not to mention tariffs!) is a critical and constant challenge. Maintaining compliance is not just about avoiding penalties; it’s about building a stable and resilient enterprise. Missteps can lead to significant fines and legal issues, pulling focus and resources away from your core mission.
I can provide the expert oversight and diligent management needed to keep your business on solid ground. I’ll handle the full spectrum of your compliance obligations, including timely and accurate tax filings at all levels (income, payroll, sales tax), financial reporting requirements, and other mandatory regulatory submissions.
My approach is proactive. I continuously monitor legislative and regulatory changes to understand how they impact your operations, providing you with timely advice to ensure you remain ahead of the curve. Since I ensure your financial records are meticulously maintained, a clear and defensible audit trail isn’t a problem.
By entrusting your compliance framework to me, you mitigate risk and gain invaluable peace of mind. I deal with it so you don’t have to, freeing your thoughts to growing your business.
Payroll & Tax Services
Make the most of integrating your business accounting services with your financial planning strategies by hiring a professional who understands the all of the facets of both areas.
Payroll & Benefits Planning
Managing payroll and employee benefits properly is critical for attracting and retaining top talent and ensuring strict legal compliance.
With your payroll provider or one of my partners, we can ensure accurate, on-time payroll processing and tax filings. I can do your payroll entry for you as well.
I’ll help you select and administer health insurance, retirement plans like 401(k)s, and other perks in a cost-effective, tax-efficient manner.
Together we’ll determine which benefits make most sense for your business both from a cost perspective as well as retaining top talent.
Can’t afford to pay for benefits but want to offer them? I have partners that can provide options for your employees with or without a stipend from you.
Use my business accounting services to manage the mundane paperwork so you can focus on building a great team. You’ll feel confident that your compliance is handled and your employees are well-supported.
Business Registrations & Sales Tax Filings
Starting and scaling your business requires a solid legal and tax foundation.
My business accounting services begin by guiding you through the process of business registration with the correct states and for the correct purposes.
No legal entity yet? I can help you select the optimal entity structure for tax efficiency and liability protection.
I’ll manage the complex world of sales and income tax, including: your filing obligations; registrations; calculations; and timely filings for all the states you have employees or do business in.
The internet age has changed how we work and do business. You need to know you have someone who can navigate all of it with confidence.
Together we ensure you are compliant, freeing you from administrative burdens so you can focus on growth.
Tax Credits
My strategic business and financial services focus on both building and preserving your wealth.
Together, we’ll proactively identify all available tax credits and implement money-saving depreciation strategies, such as Section 179 deductions and more. We’ll significantly reduce your tax burden and boost cash flow.
Simultaneously, we focus on asset protection, helping you structure your business entity and finances to shield your hard-earned capital from creditors and legal risks.
When you are ready, we can also work with a personal financial advisor integrate your business finances to support your your retirement and estate goals.
My integrated business accounting services and financial planning combined ensure that you not only grow your net worth but also secure it for the long term.
Unlock your Business Financial potential & transform your Business Outlook today!
Don’t let the chaos take over! Schedule a consultation for business accounting services with me today and embark on an exciting journey to achieve your business financial goals. Together we’ll tame the chaos, wrangle your business finances, and herd your numbers into that corral of greater profits.
REACH OUT TO ME
Schedule a Call
Not sure about connecting? Even if you just want to pick my brain about something, feel free to schedule a quick call or send me an email to: chris@herdingcatsaccounting.com