Services
Every service a bookkeeping or CPA firm can offer, in plain language. Pick one to see the firms that offer it.
Accounting Software Setup & Migration QuickBooks, Xero, and other platform setup, migration, and training. 2638 firms →Accounts Payable & Receivable Bill pay, collections, and cash application management. 394 firms →Audit & Assurance Audits, reviews, and assurance engagements. 4201 firms →Bookkeeping Ongoing monthly bookkeeping: transaction categorization, reconciliations, and clean books. 11787 firms →Budgeting & Forecasting Budgets, projections, and financial modeling. 1070 firms →Business Formation & Entity Selection LLC vs S-corp guidance, incorporation, and new-business setup. 1192 firms →Business Valuation Valuations for sale, purchase, or ownership transitions. 762 firms →Catch-Up & Cleanup Bookkeeping Getting months or years of neglected books back in order. 204 firms →Estate & Trust Estate, trust, and gift tax planning and returns. 2065 firms →Financial Statement Preparation Compiled or reviewed financial statements for lenders and stakeholders. 3004 firms →Forensic Accounting Fraud investigation, litigation support, and dispute analysis. 817 firms →Fractional CFO Part-time CFO services: strategy, cash flow, fundraising support. 2047 firms →IRS Representation Audit defense, back taxes, offers in compromise, and notices. 1533 firms →International Tax Cross-border tax, expat returns, and foreign entity reporting. 307 firms →Invoicing & Billing Customer invoicing, billing operations, and AR workflows. 78 firms →Nonprofit Accounting Fund accounting, Form 990, and grant compliance. 162 firms →Payroll Payroll processing, filings, and compliance. 5141 firms →Personal Tax Individual tax returns and personal tax advice. 1286 firms →R&D Tax Credits Research & development credit studies and claims. 60 firms →Sales Tax Compliance Nexus analysis, registration, and multi-state sales tax filing. 720 firms →Tax Planning & Advisory Proactive strategies to minimize tax liability throughout the year. 5583 firms →Tax Preparation Business and individual tax return preparation and filing. 12554 firms →