Services

Full-service accounting, built around your business.


Five services, one standard of judgment. Here's what each one actually includes.

01 — Bookkeeping

Books you can actually trust.

Accurate, current books are the foundation everything else depends on — tax filings, financial decisions, and knowing where your business actually stands. We keep them that way year-round, not just in the weeks before a deadline.

  • Monthly reconciliation and clean, current books
  • Financial statements you can actually read and use
  • Cloud accounting software setup and ongoing support
02 — Payroll

Paid accurately, on time, every time.

Payroll mistakes are expensive and hard to undo. We handle it so your employees and contractors are paid correctly and your filings stay current — without it becoming a monthly fire drill.

  • Payroll processing for employees and contractors
  • Payroll tax withholding and filings
  • New hire and contractor setup
03 — Tax Preparation

Prepared with an eye on what's next.

Business and personal returns, prepared correctly and on time — but the filing is only half the job. We look at what a return means for next year's decisions, not just this year's number.

  • Business tax returns — S-corp, partnership, and C-corp
  • Personal tax returns, including complex filings
  • Tax planning throughout the year, not just at filing time
04 — Financial Advising

A sounding board when it matters.

Good bookkeeping and tax planning surface real decisions — a major purchase, a cash flow crunch, a change in the business. Financial advising at Stephen Alan Advisors is focused guidance on those decisions, grounded in your actual numbers.

  • Cash flow and financial decision support
  • Guidance tied directly to your bookkeeping and tax picture
  • A sounding board for major business decisions
05 — Attest & Assurance

Confidence in the numbers.

When a lender, partner, or investor needs more than your word for it, our reviews and compilations give them financial statements prepared to the standard the situation requires.

  • Financial statement reviews
  • Compilations for lenders and business partners
  • Reports prepared to the standard your situation requires
Get Started

Let's talk about what your business needs.

Schedule a Consultation Call (502) 902-4901