Quality Small Business Accounting

TAKE CONTROL OF YOUR FINANCIAL AMBITIONS

It’s a typical Friday afternoon at the office. The pressure from a long week is almost over, except that looming tax deadline. With the right accounting partner, you could spend the afternoon bonding with your team instead of filing your sales tax return.

Don’t miss out on the best part of casual Friday ever again…or the other great things in life for that matter. With support from our team at Belt Accounting & Tax, you can bring back the balance between work and life again. Where strategic meets tactical, we ensure that all of your small business bookkeeping and accounting needs are met, avoiding costly mistakes such as:

  • Frustrations in balancing and reconciling accounts
  • Mismanaged company cash flow
  • Late fees from missed sales or payroll tax filings
  • Missed and late payrolls
  • Avoidable income tax surprises
Kari working on a client account

ADVISORY SERVICES

Small Business Accounting Packages

As a business owner, we understand that accounting and finances aren’t always top of mind, so leave the day-to-day details to the Belt Accounting team. We’ll provide you with a strategic, balanced approach, helping bring big picture oversight to your business. Through our Advisory packages we can ensure that every aspect of your financial needs are met. Whether you’re a new or existing client, our Advisory Services can be tailored to fit your business. Packages can be purchased separately, or bundled based on your specific needs, including:

  • Entity Structure Planning
  • Corporation/LLC Income Strategies
  • Cash Flow Planning Using Your Corporation/LLC
  • Business Operations & Documentation
  • Independent Contractors-Employee Analysis
  • Company Fridge Benefits
  • Educational Savings & Income Shifting Strategies
  • Retirement & Social Security Planning

MONTHLY ACCOUNTING

& TAX PACKAGES

Flat Rate Small Business Accounting Packages

Experience consistency, efficiency, and accuracy from our professional team, giving you more time to enjoy the best things in life. Our Monthly Accounting & Tax Packages provide customized services bundled into a flat monthly fee, inclusive of the following:

  • Business Tax Return
  • Personal Tax Return
  • Sales Tax Reporting
  • Tax Review
  • Monthly Reconciliations/Accounting Review
  • Payroll Processing
  • Tax Planning
  • Cash Flow Planning
  • Annual Tax Meeting
  • 1099s
  • Accounts Payable Processing
  • Financial Statements

OUR SERVICES

Whether you’ve selected our Advisory Services, our flat rate Monthly Accounting & Tax plans, or an individual service, Belt Accounting & Tax knows that it doesn’t matter if you are a contractor, law firm, restaurant, or mechanic, whatever your industry, the last thing you want to do is worry about your finances. From meeting deadlines to doing things right – the first time – we partner with growing business who have decided that the pace of business is fast enough on its own. Keeping up with changing tax laws, maintaining knowledge of accounting practices and principles, and building consistent and reliable financial systems is our specialty.

BUSINESS TAX PLANNING & PREPARATION

From projecting and helping you plan for your tax liability to building an overall tax strategy for your business, our team helps maximize your profitability through smart and appropriate tax planning and preparation. Annual tax returns can be completed on a project basis, or included in one of our flat rate accounting packages.

SALES TAX PREPARATION & FILING

Whether you only file in Wisconsin or have nexus across state lines, understanding and interpreting tax law is the first step. Our team has a passion for continuing education in this ever-changing field and efficient monthly processes for filing timely and accurate business returns.

PAYROLL & EMPLOYMENT TAX

Complex garnishments, proper 401K accounting, and regular withholding tax filings. Payroll is often a strain on business owners. If you’ve hesitated to take this reoccurring hassle off your plate, we encourage you to consider it again. We partner with your administrative, HR, or bookkeeping teams to make payroll easy!

BOOKEEPPING SERVICES

Accurate, timely, and knowledgeable. When those three principles are applied to bookkeeping, it makes all other accounting and tax principles easier. Our team can ease the bookkeeping burden, performing day-to-day, monthly, and quarterly services that keep your accounts clean and your financial reports accurate.

BUDGETING & FORCASTING

Top line revenue, bottom line profit. That’s where many businesses stop when it comes to budgeting and forecasting. Our team can help you build stronger projections, giving you a better grasp on the seasonality, operating income, cash flow, and other variables that affect your business and the decisions you face.

FINANCIAL REPORTS& STATEMENTS

Financial statements aren’t just documents requested by the bank, they help guide your business. A strategic setup of your chart of accounts, compilation, and audit of your financial statements are our specialties. Whether it’s static information or dynamic reporting out of QuickBooks, we can help you make sense of your numbers.

PROFESSIONAL. FUN. ORGANIZED. SMART. DRIVEN.

PAPERLESS FILING& E-FILING

As a forward-thinking accounting practice, we employ the latest in paperless document processing. From managing your State of Wisconsin Filings on “My Tax Account” to filing something as simple as a change of address or as complex as your federal income tax return. Paperless filing ensures documents are submitted, received, and stored in a safe and speedy manner.

CLIENT PORTAL & DOCUMENT MANAGEMENT

Accounting and tax documents at your fingertips. Each Belt Accounting & Tax client has access to our client portal, complete with a digital filing cabinet, file transfer, and more. Receive alerts any time our team uploads new documents and rest easy knowing that file transfer is not just easy but also secure.

QUICKBOOKS PROADVISORS

Leveraging Technology to Manage Your Small Business Financials

There is a sign in our office that reads “You can’t do today’s business with yesterday’s technology and expect to be in business tomorrow.” Boy, isn’t that the truth. As a Certified Intuit Quickbooks ProAdvisor, we know that leveraging technology is the fastest, most reliable way to manage the financials of any small business. Our expert team can help you setup, configure, and manage your company financials through a series of tools like Quickbooks, giving you greater control and immediate access to the information you need to be successful. We specialize in:

  • Strategic design and setup of your chart of accounts
  • Import and export of company, customer, and accounting data
  • Setup of added functionality such as payroll and sales tax reporting
  • Custom reporting and financial statements
  • General software training and education
  • Cleanup and troubleshooting of existing accounts

BRING BALANCE & CONSISTENCY TO YOUR BUSINESS