Simplify Accounting. Ensure Accuracy. Empower Your Decisions.
At B&C Wealth Management, our Accounting Service is designed for business owners and entrepreneurs who need precise financial records, strategic insights, and reliable support.
We go beyond simple bookkeeping, delivering comprehensive accounting solutions that keep you organized, compliant, and informed. From transaction tracking and financial reporting to tax-ready records and strategic advice, we help you make confident decisions and keep your business on the path to growth.
Simplify Accounting. Ensure Accuracy. Empower Your Decisions.
At B&C Wealth Management, our Accounting Service is designed for business owners and entrepreneurs who need precise financial records, strategic insights, and reliable support.
We go beyond simple bookkeeping, delivering comprehensive accounting solutions that keep you organized, compliant, and informed. From transaction tracking and financial reporting to tax-ready records and strategic advice, we help you make confident decisions and keep your business on the path to growth.
Custom Accounting Solutions for Every Business Big or Small
👤
Solo Entrepreneurs
Comprehensive bookkeeping and financial reporting to keep your records accurate, compliant, and tax-ready. Perfect for single-owner businesses needing clear insights without the hassle.
👥
Small Teams (2–10 Employees)
Full-service bookkeeping, KPI tracking, and cash flow analysis—paired with strategies that help your business grow without losing control of the numbers.
🏢
Mid-Size Businesses (10–50 Employees)
Controller-level accounting with bookkeeping oversight, advanced reporting, business planning, and process optimization to remove bottlenecks.
📊
Financial Storytelling
We go beyond bookkeeping—turning your financial data into a clear narrative of where you’ve been, where you are, and where you can go next.
🗓️
Monthly Strategy Meetings
Dedicated 60-minute monthly sessions to review KPIs, address bottlenecks, and adapt strategies for stronger results.
🧾
Business Tax Preparation
Year-end tax prep included, using accurate bookkeeping data to ensure a smooth, compliant filing process.
📄
SOP & KPI Framework
We create Standard Operating Procedures for bookkeeping, accounting workflows, KPI measurement, and clear client–controller expectations.
🔒
Secure Communication & File Sharing
Encrypted uploads, organized channels, and recurring meetings keep bookkeeping and accounting processes on track year-round.
Your Trusted Partner in Accurate Accounting & Strategic Guidance
At B&C Wealth Management LLC, accounting is more than just tracking numbers it’s the foundation for informed decisions, business growth, and long-term stability. Our accounting solutions go beyond bookkeeping to deliver accurate financial reporting, clear insights, and proactive strategies. From maintaining precise records to analyzing KPIs, managing cash flow, and preparing for tax season, we ensure your business stays compliant, efficient, and ready for every stage of growth.
📒 Complete Bookkeeping
We maintain accurate, up-to-date records for every transaction, ensuring your books are organized, compliant, and ready for reporting or tax season.
📄 Monthly Financial Statements
Receive clear, GAAP-compliant balance sheets, income statements, and cash flow reports so you always know where your business stands.
📊 KPI Tracking & Cash Flow Analysis
We monitor your key performance indicators and cash flow trends to highlight opportunities, flag potential issues, and guide proactive action.
📖 Financial Storytelling
We turn your numbers into a clear, actionable narrative—helping you understand what’s driving your business and how to make better decisions.
🗓️ Monthly Strategy Meetings
Dedicated 60-minute sessions to review results, tackle bottlenecks, and refine strategies that align with your growth goals.
🧾 Business Tax Preparation
Integrated tax prep services ensure a smooth, accurate year-end process, leveraging your bookkeeping data for efficiency.
📑 Standard Operating Procedures (SOPs)
We build and maintain SOPs for all accounting workflows, ensuring accuracy, consistency, and scalability as you grow.
🧠 Controller-Level Oversight
Beyond basic accounting, we provide high-level strategic guidance to improve financial health and business performance.
🔒 Secure Document Sharing
Confidentiality is a priority—we use encrypted upload systems and organized communication channels to keep your data safe.
📈 Custom Reporting
Get reporting tailored to your industry and goals so you can track exactly what matters most to your business.
🎯 Business Planning & Forecasting
We help you set realistic financial goals and create actionable roadmaps to achieve them, backed by accurate data and industry insight.
🚀 Bottleneck Identification & Resolution
Our process uncovers operational or financial bottlenecks and implements solutions to keep your business moving forward efficiently.
An Accounting Partner
You Can Count On
At B&C Wealth Management LLC, we know accounting is more than just tracking numbers—it’s about accuracy, clarity, and giving you the financial insight to protect and grow your business. That’s why we deliver fully managed accounting solutions tailored to your needs, whether you’re a solo entrepreneur or running a growing company with a complex financial structure.
What sets us apart is our hands-on approach and commitment to precision. We combine industry expertise, tax compliance knowledge, and proven processes to ensure your books are accurate, your reports are clear, and your business decisions are backed by reliable data.
You’re focused on building your business we’ll handle the complexity behind the scenes. From bookkeeping and financial statements to KPI tracking, cash flow analysis, and year-end tax preparation, we help you stay compliant, reduce administrative burdens, and operate with confidence.
What’s Included in Our Professional Accounting Services
Accurate Bookkeeping & Reconciliation
Quarterly Financial & Management Reports
Income Statement, Cash Summary & Balance Sheet Preparation
Aged Debtors & Creditors Reporting
Board Report Preparation
Contribution Analysis Reporting
Paperless Payables Management
Debtor Reminders & Accounts Follow-Up
Data Feed Maintenance in Accounting Software
General Advisory Services
Comprehensive Onboarding Review
This Isn’t Just a Call It’s the Start of Smarter Accounting Management
Your business deserves more than generic bookkeeping or DIY accounting software. Our Accounting Assessment is the first step toward implementing a reliable, accurate, and scalable financial system that supports your operations, protects your business, and provides the insights you need to make informed decisions.
We review your current accounting setup, identify inefficiencies and risk areas, and design a solution tailored to your business structure, growth plans, and compliance requirements giving you clarity, confidence, and the financial foundation to focus on what matters most.
Book your no-obligation Accounting Assessment today and see how a professionally managed accounting system can streamline your processes, improve decision-making, and reduce compliance risk.
Frequently Asked Questions
What bookkeeping services do you provide?
B & C offers full-cycle bookkeeping: daily transaction coding, monthly bank/credit-card reconciliations, A/R & A/P tracking, and preparation of standard financial reports (profit-and-loss, balance-sheet, cash-flow). These core tasks mirror the “monthly accounting process” that other U.S. firms follow to keep owners in control of their numbers.
Can you clean up prior-year books or start mid-year?
Yes. The first step for new clients is a catch-up engagement that brings every prior month to the current status so reports agree to bank and tax records before ongoing work begins—an approach also used by national providers.
Which accounting software do you support?
We are certified in both QuickBooks Online and Xero and can work with other cloud platforms on request, matching the flexibility described by peer firms.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on accurately recording day-to-day transactions; accounting interprets data, adjusts entries, and produces formal financial statements for decision-making and tax filing. Think of bookkeeping as building the data set and accounting as turning it into insight.
How secure is my financial data?
All client records sit in SOC-compliant cloud platforms with bank-level encryption, MFA, role-based permissions and written data-retention policies—controls that mirror the security standards outlined by leading outsourced providers. (CBH)
Will you represent me if the IRS audits my business?
Yes. Audit support—liaising directly with the IRS agent and providing needed documentation—is built into our bookkeeping + tax packages, similar to other firms' representation assurances.
Which documents do you need for tax preparation?
Typical source items include prior-year returns, bank and credit-card statements, payroll reports, 1099s/ W-2s, asset purchase details and any IRS or state notices. Supplying complete, organized records speeds your return and lowers your fee—best practice endorsed by both private firms and IRS guidance.
How soon will I see my monthly reports?
We send out financial reports on a monthly basis during the time we review it in our monthly meeting. Timely reporting is a cornerstone of the monthly-accounting model highlighted by peer firms.
Do you offer payroll and sales-tax filing?
Yes—payroll processing, quarterly/annual returns, W-2s/1099s, and sales-tax filings can be added à-la-carte or bundled into your monthly plan.
Are your services available remotely?
Absolutely. Secure client portals, e-signature and encrypted document exchange let you work with us 100 % virtually; on-site visits in select metro areas are available on request.
How will ongoing communication work?
You’re assigned a dedicated accountant plus a reviewer. Expect a scheduled monthly review call, unlimited email support, and same-day responses for urgent matters—paralleling the “unlimited contact, no extra cost” policy our firm advertises.
What year-round tax planning do you provide?
Quarterly estimates, mid-year projections, and proactive advice on deductions, entity structure and retirement funding are included, aligning with outsourced-advisory best practice that tax planning should flow naturally from up-to-date books.
How does bookkeeping integrate with wealth-management advice?
Because our advisors can see both your investment portfolio and the real-time performance of your operating entity, we synchronize cash-flow, tax-loss harvesting and retirement-plan funding decisions—giving you a single, coordinated plan instead of siloed advice.
What businesses do you work with?
Our firm is business agnostic. We believe in working with all industries as the insight from one can help others. We don't limit ourselves to just one niche or particular industry for your benefit.
What bookkeeping services do you provide?
B & C offers full-cycle bookkeeping: daily transaction coding, monthly bank/credit-card reconciliations, A/R & A/P tracking, and preparation of standard financial reports (profit-and-loss, balance-sheet, cash-flow). These core tasks mirror the “monthly accounting process” that other U.S. firms follow to keep owners in control of their numbers.
Can you clean up prior-year books or start mid-year?
Yes. The first step for new clients is a catch-up engagement that brings every prior month to the current status so reports agree to bank and tax records before ongoing work begins—an approach also used by national providers.
Which accounting software do you support?
We are certified in both QuickBooks Online and Xero and can work with other cloud platforms on request, matching the flexibility described by peer firms.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on accurately recording day-to-day transactions; accounting interprets data, adjusts entries, and produces formal financial statements for decision-making and tax filing. Think of bookkeeping as building the data set and accounting as turning it into insight.
How secure is my financial data?
All client records sit in SOC-compliant cloud platforms with bank-level encryption, MFA, role-based permissions and written data-retention policies—controls that mirror the security standards outlined by leading outsourced providers. (CBH)
Will you represent me if the IRS audits my business?
Yes. Audit support—liaising directly with the IRS agent and providing needed documentation—is built into our bookkeeping + tax packages, similar to other firms' representation assurances.
Which documents do you need for tax preparation?
Typical source items include prior-year returns, bank and credit-card statements, payroll reports, 1099s/ W-2s, asset purchase details and any IRS or state notices. Supplying complete, organized records speeds your return and lowers your fee—best practice endorsed by both private firms and IRS guidance.
How soon will I see my monthly reports?
We send out financial reports on a monthly basis during the time we review it in our monthly meeting. Timely reporting is a cornerstone of the monthly-accounting model highlighted by peer firms.
Do you offer payroll and sales-tax filing?
Yes—payroll processing, quarterly/annual returns, W-2s/1099s, and sales-tax filings can be added à-la-carte or bundled into your monthly plan.
Are your services available remotely?
Absolutely. Secure client portals, e-signature and encrypted document exchange let you work with us 100 % virtually; on-site visits in select metro areas are available on request.
How will ongoing communication work?
You’re assigned a dedicated accountant plus a reviewer. Expect a scheduled monthly review call, unlimited email support, and same-day responses for urgent matters—paralleling the “unlimited contact, no extra cost” policy our firm advertises.
What year-round tax planning do you provide?
Quarterly estimates, mid-year projections, and proactive advice on deductions, entity structure and retirement funding are included, aligning with outsourced-advisory best practice that tax planning should flow naturally from up-to-date books.
How does bookkeeping integrate with wealth-management advice?
Because our advisors can see both your investment portfolio and the real-time performance of your operating entity, we synchronize cash-flow, tax-loss harvesting and retirement-plan funding decisions—giving you a single, coordinated plan instead of siloed advice.
What businesses do you work with?
Our firm is business agnostic. We believe in working with all industries as the insight from one can help others. We don't limit ourselves to just one niche or particular industry for your benefit.
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