Services
Your numbers should help you run your business.
You’re making decisions every day—what to charge, when to hire, how much to pay yourself, and what you can afford next. Your financial information should help you answer those questions.
At Account For Data, we connect your accounting, taxes, and business decisions. We help you understand what your numbers mean, what deserves your attention, and how to use that information to plan ahead.
Whether you need reliable monthly accounting, proactive tax planning, or a financial partner to help you work through your next move, we’ll build an engagement around your business.
Accounting & Financial Review
Understand how your business is doing—and why.
You shouldn’t have to open a financial report and figure everything out on your own.
We keep your books current and explain the story behind the numbers: how your profit is changing, where your cash is going, and which expenses or balances need a closer look. You get reliable financial information and a clearer understanding of what it means for your business.
Your engagement can include
- Monthly bookkeeping and account reconciliations
- Profit and loss, balance sheet, and cash flow reporting
- Financial summaries explaining meaningful changes and trends
- Scheduled reviews to discuss your results and questions
A good fit if: You want dependable accounting and someone who helps you understand the results beyond your revenue and bank balance.
Tax Planning
Know what to prepare for before the tax bill arrives.
When your income changes throughout the year, it can be difficult to know how much to set aside for taxes—or whether a decision you’re considering will help your overall financial position.
We use your financial information to project your tax obligations, evaluate available strategies, and explain the tradeoffs. The goal is a plan that considers both your taxes and the cash your business needs to operate.
Your engagement can include
- Tax projections and estimated payment guidance
- Review of your business structure and tax treatment
- Planning around owner compensation, retirement contributions, and major purchases
- Scheduled planning meetings with clear action steps
A good fit if: You want to prepare for taxes throughout the year and understand the tax implications of business decisions before you make them.
Business Tax Preparation
File with a clearer understanding of your business taxes.
Your tax return reflects a year of business activity. You deserve to understand the result.
We review your financial records, prepare your business return, and walk you through the key outcomes—including what contributed to your tax liability and what may need attention going forward. When your accounting needs work before filing, we can include a separate cleanup engagement.
Your engagement can include
- Review of financial records for tax readiness
- Business tax return preparation and filing
- Evaluation of applicable deductions and credits
- A review of your results and considerations for the coming year
A good fit if: You want careful tax preparation, a clear process, and an explanation of your results.
Financial Advisory
Put your financial information to work on the decisions ahead.
Can you afford another employee? Are your projects profitable? How much can you consistently pay yourself when revenue comes in unevenly?
We work with you to answer those questions using your business’s financial data. Together, we examine your options, consider how they affect cash flow and profitability, and develop practical next steps.
Your engagement can include
- Cash flow planning for project cycles and seasonal income
- Project profitability and pricing analysis
- Planning for consistent owner pay
- Budgets, forecasts, and comparisons of potential business decisions
- Scheduled advisory meetings to review progress and adjust your plans
A good fit if: You need a financial partner to help you evaluate decisions and plan for the future.
An engagement built around your business
You may need monthly accounting with tax preparation, a focused tax planning engagement, or ongoing financial advisory supported by reliable books.
We’ll start with a conversation about your business, the questions you’re trying to answer, and where you need support. From there, we’ll recommend a combination of services with clear deliverables, a meeting schedule, and pricing based on the scope of your engagement.