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Below is a listing of some of the financial needs common to small businesses.
- Cumulative monthly financial statements (Profit &
Loss and Balance Sheet)
- Detailed General Ledger, Trial Balance and Journal
Entries
- Quarterly payroll taxes (Form 941 & C3)
- Federal Unemployment Return (Form 940)
- Withholding Statements for employees (W-2, 1099)
- Sales Tax Reports- Monthly, Quarterly, or Annually
- Monthly Bank Reconciliation
- Business and Personal tax returns, audits, &
reviews
- Corporate Franchise Tax
- Payroll
Preparation
- Regular review of bookkeeping records
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