Business Tax and Accounting

At Kirkby, Phelan & Associates CPA, LLC we focus on working with businesses instead of working for them. This unified approach means we’ll take the time to learn about your business and its unique needs and challenges. We are different than singularly-focused firms like national conglomerates or seasonal tax preparers that lack the visibility, dedication and understanding of a caring financial partner.

Think of us as an active partner that wants to provide expert advice and input on everything from new hires to moving to a new location. From start-up businesses to established companies, we help our clients to identify potential problems and then strategize solutions to these issues, for the very best business results. We serve as an extended CFO for many of our clients’ businesses, becoming trusted partners and colleagues.

Our small business services include:

• Tax Management Services
• Bookkeeping (Monthly, quarterly, or annual)
• Tax Preparation
• Business Tax Planning and Return Preparation
• Accounting Systems Consultation 
• QuickBooks ProAdvisor
• General Ledger Financial Statement Preparation
• Cash Flow Budgeting and Forecasting
• Personal Financial Statements
• Payroll Tax Filing
• Sales Tax Filing
• Financial Officer outsourcing services

Contact us to learn more or to schedule an appointment.