CPA Accounting, Tax & Advisory for Owner-Led and Growing Businesses
As a business grows, the owner needs financial records that do more than support a tax return. Reliable month-end numbers can help explain margins, cash needs, and the effect of new hires, projects, or service lines.
Taylor Montgomery, CPA provides bookkeeping, tax, financial reporting, and defined advisory support for owner-led companies that want a clearer view of their business and its obligations.
Build a Reliable Accounting Foundation
Accurate records make it easier to review results, plan for taxes, and respond to lenders or other stakeholders. Bookkeeping and accounting support can be tailored to the condition of the books and the responsibilities your team already handles.
- Bank and credit-card reconciliations
- Balance-sheet review and month-end adjustments
- Accounting cleanup and process improvements
- Consistent classification of revenue, expenses, and owner activity
- Financial statements and supporting schedules
See What Is Driving Profit and Cash Flow
Growth can make it harder to tell whether revenue is producing healthy margins and cash. Financial reporting and accounting advisory can focus on trends, variances, receivables, costs, and other measures relevant to the business. The goal is reporting the owner can use to ask better questions and make informed decisions.
Coordinate Business and Owner Taxes
Business income, owner compensation, distributions, and estimated payments often need to be considered together. Taylor can assist with eligible business and individual tax preparation and tax planning based on current records, the entity structure, and the owner’s circumstances.
Address Specific Growth and Accounting Projects
A growing company may need focused help beyond the routine close. Business and special-project advisory may include reporting improvements, accounting-system questions, audit readiness, variance analysis, and support for a defined accounting or financial project.
When This Support May Be a Fit
This work may suit an owner who is adding staff, expanding services or locations, managing more complex transactions, or finding that basic bookkeeping no longer answers important questions. Scope is determined by the business model, quality of existing records, transaction volume, and decisions the owner needs to make.
Direct CPA Support
Clients work directly with Taylor. The engagement agreement sets out responsibilities, deliverables, timing, and fees before services begin. Remote accounting and advisory work is available, with in-person meetings by arrangement.
Frequently Asked Questions
Can you help if our books are behind?
Yes. A cleanup engagement can identify unreconciled accounts, inconsistent classifications, and missing support before ongoing reporting or tax work begins. The scope depends on the condition of the records.
Do you replace an internal bookkeeper?
Support can be arranged around the people and systems already in place. Taylor may handle specific accounting tasks, review the close and reporting, or take on a defined project, depending on the engagement.
Can you help us understand margins and cash flow?
Yes. With reliable underlying records, reporting can be designed to show relevant revenue, costs, receivables, and cash-flow trends. The useful measures depend on how the business earns and spends money.
Let’s Talk About Your Business Accounting Needs
Tell Taylor where your accounting, reporting, or tax needs are changing. She can discuss whether the requested support is a good fit.