Services

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  • Bookkeeping
  • Taxes
  • Advisory
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Bookkeeping & Accounting

BOOKKEEPING
Bookkeeping services that save your business time and money. At OTB we work with you as you grow your company. With the hours of time you'll save by outsourcing your bookkeeping needs, you can focus more on running your business.

  • Reconcile your bank accounts, credit cards and loans
  • Setup and modify Chart of Accounts for Management needs
  • Generate financial reports & statements
  • Maintain your general ledger so you never miss a transaction

Providing these services allows us to spot any discrepancies, unrecorded funds, missing invoice payments, or unauthorized transactions. Regular reports and statements like a Balance Sheet and Profit and Loss statement, help to create a clear picture of your business position and how you may be able to leverage that for future business growth and success.
ADDITIONAL (optional services)
Your business may be in need of additional weekly or even daily bookkeeping services. These can easily be added on as your business needs grow. Check out the Pricing tab above to see a selection of packages that best suit you business situation. Not sure what your business may need? contact us and let's find out together. The consultation is free.

  • Accounts Payables
  • Accounts Receivable
  • ​Job Costing
  • Analytics
  • Expense Management
  • Mileage Tracking
  • Receipt collection
  • Payroll

Tax Preparation

Preparing and planning for taxes can be time-consuming, stressful, and complex. Let us navigate the ever-growing complexities of the tax code to get you the best outcome possible. 

Individual 
  • Tax preparation
  • Electronic filing
  • Tax savings advice
  • W-2, 1099
  • Help to minimize the tax burden
  • Available year-round for questions, not just during tax season.

Business
  • Business tax return preparation
  • Partnership & Corporate Tax Preparation
  • Electronic filing
  • Tax savings advice
  • Business deductions
  • Sole-Proprietor, Partnership, LLC, 
  • Complex tax issues
  • End of year close out
  • ​Help to minimize the tax burden
  • Business start-up tax advice

Business Advisory

Small business & entrepreneur advice. 

  • general business advising
  • financial coaching
  • business coaching 
  • strategic planning
  • budget forecasting
  • tax planning
2021 © O'Neal Tax & Bookkeeping, LLC