Accountant for LLC Alternative

Books, payroll setup, the return

Accountant for LLC Alternative

Steven Palmieri, a Tax CFO, keeps the books, sets up payroll, and prepares the return.

Open books, a payroll setup the company runs, and the return those books feed.

Question 1 of 4

Which job belongs on the first call?

Question 2 of 4

Where do the books stand against the bank?

Question 3 of 4

After setup, who still presses payday?

Question 4 of 4

Which month should the return use?

A quick check

Must someone rely on a signed report?

Most companies never need a signed audit, review, or compilation. That report exists so a lender or a contract can rely on someone else's signature. A firm that issues those reports does that work. A Tax CFO keeps the books, sets payroll up, and prepares the return in this conversation.

The books stay with Steven Palmieri, and the return follows them.

The person on the video call is Steven Palmieri, under the title Tax CFO. Owners who want the longer chair name say the Entrepreneur's CFO. We keep the books, set payroll up on a system you run, and prepare the return that follows those books. The call names which of those three jobs should come first.

You will be talking to the Steven Palmieri practice.

By submitting you agree that Steven Palmieri, Dallas, Texas may contact you about this request.

Next you pick a time for a free video call with the Steven Palmieri practice. Nothing to sign, nothing to pay.

How the first call works

  1. Name the three jobsBooks, payroll setup, or the return. About a minute, and you can stop after any answer.
  2. Pick a video timeBring one month you would show a partner. A photo of that month is enough.
  3. Leave with the next stepWhich return follows, and whether payroll should be set up before that return.

What the call will and will not do

Payroll here is setup only. The company that already employs the people presses payday. After wages happen, the month we close shows them.

A signed opinion, when a lender has asked for one, is a different job. What stays on this desk is bookkeeping, payroll setup, and the return written from those books.

The first conversation files nothing. We name which of the books, the payroll setup, or the return should come first, and we name the paper that is still missing before any price is set.

Start the free check.

Questions people ask first

Does the first conversation cost anything?

No. You leave with a time or a straight answer, and you do not pay for that conversation. A price is named only after we can see how the company is taxed.

Will you press payday for us?

No. We set payroll up on a system you already run. The person who employs the team still presses payday.

What if I do not know how the company is taxed?

That is a normal start. The call names the shape from the papers you have, or says which paper is still missing.

What should be ready before the first close?

Bring one month the bank can share with the books, the way the company is taxed, and whether anyone is paid a wage. A draw the owner takes and a wage the company pays do not share a pile. A return that treats them as one pile will not match the year the bank already recorded.