Bookkeeping & Tax Support for Your Business
Full-service bookkeeping, payroll, and tax for trades,
wellness, and other small businesses — with CPA oversight.
Bookkeeping
Monthly reconciliation, general ledger maintenance, and clean financial statements — so you always know where your business stands.
Business Tax Preparation & Planning
Business tax filing, quarterly estimated payments, and year-round planning to reduce surprises at tax time.
Payroll Support
Payroll processing, tax filings, and compliance handled accurately and on schedule, every pay period.
Business Advisory
Practical financial guidance for trades and wellness businesses — from startup decisions to scaling strategy.
New Business Formation
Help choosing the right entity type (LLC, S-Corp, etc.) and getting your books set up correctly from day one.
Business IRS & Compliance Support
Guidance if your business is dealing with notices or catching up on past-due filings.
Financial Reporting & Insights
Clear monthly and quarterly reports so you always know how the business is actually performing.
CPA Review Services
Compiled or reviewed financial statements prepared to the standard banks, bonding companies, or business partners require — a step beyond internal management reports.
Software Setup
QuickBooks and other accounting software set up correctly, so your books stay accurate from day one.
Built Around Your Business
Straightforward tiers, reasonable rates, and a fast, efficient process — no matter your volume. The more your business needs, the more each tier includes.
Compare what's included at each level below.
Core
Keep My Books Current
- Up to 150 transactions/month
- Up to 3 bank/credit card accounts
- Bank reconciliations
- Month-end close
- Financial statements
- Fixed asset tracking
- 1099 tracking - year end
- General ledger review
- Tax-ready books
Plus
& Help Me Understand Them
- Everything in Core
- Up to 300 transactions/month
- Up to 6 bank/credit card accounts
- Inventory tracking
- Loan reconciliation
- Payroll coordination
Advantage
Accounting - Tax - Advisory
- Everything in Plus
- Sales Tax & Franchise Tax Reporting
- Projects
- 30-minute CPA meeting per month
- Proactive planning
QBO Cleanup & Pre-Tax Advisory
For books that need to be corrected or reviewed before tax season — separate from ongoing monthly bookkeeping.
QBO Diagnostic
Best for: Business owners who are unsure whether their QuickBooks is accurate, reconciled, or ready for tax preparation.
CPA Findings Review: Review of findings, problem areas, and recommended next steps.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- * Credit towards Cleanup or Advisory
QBO Cleanup & Tax Ready
Best for: Businesses with bookkeeping errors, unreconciled accounts, or classification problems that need to be corrected before tax preparation or year-end.
CPA Completion Review: Review of corrections completed, remaining issues, and tax-readiness.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- Transaction corrections
- Reconciliations / discrepancy correction
- Chart of accounts cleanup
- A/R & A/P cleanup
- Fixed-asset / account classification
- Equity / shareholder account cleanup
- Adjusting journal entries
- Tax mapping / tax-ready trial balance
CPA Cleanup & Advisory
Complex engagements individually quoted.
Best for: Businesses with complex or messy books where accounting, tax, payroll, shareholder, or prior-year issues require CPA-level analysis.
CPA Advisory Review: Review of findings, tax-sensitive issues, risks, and recommended actions going forward.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- Transaction corrections
- Reconciliations / discrepancy correction
- Chart of accounts cleanup
- A/R & A/P cleanup
- Fixed-asset / account classification
- Equity / shareholder account cleanup
- Adjusting journal entries
- Tax mapping / tax-ready trial balance
- CPA review of tax-sensitive accounts
- Shareholder distributions / loans review
- S-Corp compensation / payroll review
- Shareholder health insurance review
- 1099 / contractor exposure review
- Meals / auto / home-office issues
- Year-end / pre-tax recommendations
Financial statement preparation, compilations, reviews, and tax return preparation are separately scoped and quoted — not included in these packages. This service does not constitute an audit, review, compilation, or assurance engagement.
"KDW Tax & Accounting didn't just prepare our taxes — they dug into our QuickBooks, identified and corrected problems from prior years, and got our accounting and tax records back on solid ground."
— Chuck P., Old Dominion Restorations LLC
Additional Services
Beyond the monthly tiers, we offer additional services to meet your company's needs.
Should you have a unique request, please give us a call.
Exact pricing depends on your specific needs and is confirmed during a free consultation.
Year-Round Support to Keep You On Track
Tax season shouldn't be the only time you hear from your accountant.
We stay involved throughout the year so small issues never become big ones.
Deadline Reminders
Proactive alerts before filing deadlines and estimated payments, so nothing sneaks up on you.
Flexible Virtual Meetings
Direct CPA Access
You can talk to your CPA directly.
Getting Started Is Simple
Free Consultation
By phone or video call — whichever works best for you.
Onboarding
We get your books set up or cleaned up and make sure the right systems are connected from the start.
Ongoing Support
Ongoing bookkeeping, tax support, and a team that's available when you need us.
Ready to Simplify Your Bookkeeping?
Schedule a free consultation and let's talk about what your business needs.
Schedule a Free Consultation