Small and medium-sized businesses increasingly depend on timely financial information to make good decisions. At Olivo & Company CPA, we provide regular monthly accounting services at a fixed monthly price so you always know what you are getting and what it costs. From startups to established businesses, we keep your books current, accurate, and ready when you need them.
What is included each month.
Business Consultation
A personal discussion of your financial statements or other business matters is available whenever you need it. Just pick up the phone.
Monthly Balance Sheet
A summary of your total business assets, liabilities, and net worth at a given point in time. Useful for making decisions about capital expenditures and tracking business growth.
Bank Reconciliations
We balance the bank's figures against your records each month to ensure you are always working with accurate totals. Catches errors and discrepancies before they become problems.
Detailed General Ledger
A complete record of dates, check numbers, payees, and amounts for all transactions within each of your business accounts, for the month and year to date.
Monthly Profit and Loss Statements
Comprehensive P&L statements developed from your financial data every month. A breakdown of sales, cost of sales, and expenses for the current period and year to date, with percentages that make it easy to spot trends and problem areas.
Complete Tax Planning and Record Preparation
Federal, state, and local tax planning and compliance covering sales tax, payroll taxes, unemployment tax, social security, income taxes, and franchise taxes. We prepare and maintain everything needed to protect your interests and keep you in compliance year-round.
Full-service payroll for small business.
Payroll compliance is one of the most time-consuming and error-prone responsibilities for small business owners. We handle every part of it.
Payroll Services
Full compliance included- Setup and maintenance of all payroll records
- Time card tabulations
- Tax and benefit withholdings
- Federal and state tax filings
- Paycheck issuance
- W-2 preparation
- 1099 form preparation
Statements lenders and partners trust.
We prepare financial statements on a monthly, quarterly, and year-end basis using current accounting software. These include detailed operating statements that give you a clear view of where your business stands.
Well-prepared financial statements are essential for loan applications, investor reporting, internal decision-making, and meeting compliance requirements. We present them in a format that is clear and useful, not just technically compliant.
Budgeting and forecasting support
Beyond historical statements, we also offer budgeting and forecasting support to help you plan for growth, manage cash flow, and make confident capital decisions.
Schedule a free consultationCommon questions.
What is included in the monthly service package?
Monthly services include bank reconciliations, a detailed general ledger, monthly profit and loss statements, a balance sheet, and full tax record preparation. Business consultations are also available as needed.
What accounting software do you support?
We support all major accounting programs. Nicholas Olivo is a Certified QuickBooks ProAdvisor, so QuickBooks users get an extra level of setup and support. We also work with other platforms used by small businesses.
Can you take over bookkeeping from where I left off?
Yes. Whether your books are current, behind, or a mess, we can do a cleanup and get you on track. We work with businesses at any stage, from startups setting up their first accounting system to established companies switching from another provider.