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Small Business Accounting Services

Small Business Service Packages

Our Small Business Service Package is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2’s, prepare tax returns and supply valuable financial and tax advice throughout the year. All activity is completed online via a technologically advanced SaaS-based platform, so communication and document exchange is in real-time.

Set-up and training couldn't be simpler. We collaboratively assess your needs and we assess how our customized service solution can be integrated. We train your company's designated point of contact on the process of providing our staff with the information needed, how to best interact with our team, and where to access your information from our client center.

Accounting Core

  • Accounting & Bookkeeping Services
  • Tax Preparation & Filing
  • Strategic Planning

Accounting Core +Plus

  • Accounting & Bookkeeping Services
  • Tax Preparation & Filing
  • Strategic Planning
  • Payroll Services

The Works Package

  • Accounting & Bookkeeping Services
  • Tax Preparation & Filing
  • Strategic Planning
  • Payroll Services
  • Back Office Support System

Accounting Core

All Patrick Accounting clients get our Core small business package, which includes:

  • Accounting & Bookkeeping
  • Tax Preparation & Planning
  • Strategic Planning

Accounting & Bookkeeping

We use the latest technology to deliver convenient accounting services via our client center.

Here's how we provide value to your business:

  • Providing financial statements on a timely basis, so your management can use that information to make more informed decisions
  • Maintaining your general ledger
  • Reconciling bank statements, credit card statements, loans, and investments
  • Tracking and analyzing accounts payable and accounts receivable activity
  • Reviewing your income statement for reasonableness and consistency
  • Reporting your financials to you based on the tax basis of accounting so your books will always match your tax returns

Tax Preparation & Planning

We provide you with an array of tax services, including Individual and Business tax preparation and full-scale tax planning. We understand that proper, consistent planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income. Whatever your tax planning and preparation needs, we have the expertise to support you. We work all year to keep current on tax laws in order to minimize your tax liabilities and maximize your future opportunities.

Strategic Planning

Proactive planning and consistency are the keys to making more money. We want to help you meet your long-term goals, so along with tracking your financials, we provide you with the insight you need to do it.

We meet with our clients 3-4 times throughout the year with a focused agenda designed to allow our business clients to step out of the day-to-day grind and work on their business instead of in it.

We discuss items such as budgeting, cash flow, tax planning, and goal setting & review. At any given point of time, we want you to know where you stand from not only a tax standpoint, but also how you are doing as compared against where you thought you would be at this point-in-time.

Our clients ask us if it is the right time to hire another salesperson or if now is a good time to buy a new car or piece of equipment for the business.

We are your sounding board, someone to ask questions to, and sometimes someone to help remind you of what your goals are.

Accounting Core +Plus

Let us be your strategic payroll partner. The tasks associated with payroll processing can be cumbersome and eat into the time required to grow your business. Our payroll experts take care of all your payroll needs, including check processing, direct deposit, year-end W-2 processing, and more.

With extensive knowledge of payroll tax and preparation requirements, our staff ensures accurate, timely reporting to eliminate IRS penalties. This service option also provides you with our elite HR Management System, which offers the tools and aids required to successfully handle employee issues. Offering so much more than the big payroll companies, we differentiate ourselves by providing you with personalized customer service.

The Works Accounting Package

Our Core package gives you end-of-month reports, taxes and strategic planning. The Works package is our comprehensive solution that takes it a big step further and makes Patrick Accounting your full in-house accounting department.

How it works

Back Office Support System is the foundation of The Works package. It is an all-inclusive solution that handles your small business' everyday accounting functions while offering 24/7 access to your financial data.

On our team, each client is assigned 2-3 teammates based on your needs. You get the benefit of a highly-trained team that you don't have to supervise, train, or worry about what happens when they go on vacation or have a sick child at home. We have backups and redundancies already in place as each team gets two people from the start.

Your team starts with one of our staff accountants (your bookkeeper). This is your primary point of contact for all of your daily needs such as paying bills, keeping up with your check books, and projecting cash flow.

Next, we assign one of our accounting managers who acts essentially as your controller. They will deliver and make sure you understand your financials. They prepare tax returns, and meet with you on a regular basis to make sure you know where you stand for both tax planning and measuring your financials against your goals, budget, or plan.

These teammates will record deposits, pay bills, produce W-2 and 1099 forms, prepare tax returns, furnish financial statements, and provide your business with business planning, cash flow planning, and tax advice all year long. All Back Office Support activity, including both communications and document transmission, is performed online and in real-time via using our secure, completely cloud-based systems.

The training process is very simple; we educate your internal point of contact on how to access all of the technology we will be using and how to simply provide our staff members with the information needed to provide you with the timely information and insight you require so you can make great decisions.

Reach your goals and focus on the things that matter to you. Let us handle the accounting.

“I have more free time now, and I don’t have to worry about things like when my bank deposits are being made, how much money is in the bank, or if my employees are going to get paid this week. It’s all taken care of!”

Howie Knopf
Owner, Robert Irwin Jewelers

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