One place to keep your businesses' Bookkeeping & Taxes moving in the right direction.
From monthly books and vendor payments to customer invoicing, managed payroll, and business tax preparation, Cobb Accounting Firm keeps the work organized under a clearly defined scope.
Work directly with the person handling the engagement.
Serving businesses and individuals nationwide.
Monthly activity organized for year-end filing
The work does not stop after transactions are categorized.
Money comes in. Bills go out. Payroll runs. Accounts are reconciled. Returns are filed.
Support for what happens between the bank feed and the tax return.
Cobb Accounting Firm provides monthly bookkeeping as the foundation, with accounts payable, accounts receivable, payroll management, and business tax preparation available according to the needs of the engagement
Not every client needs every service. The scope identifies which responsibilities remain with the business and which responsibilities Cobb Accounting Firm will handle.
Four parts of the financial workflow, kept in one clear system
Each service can stand on its own, but the greatest value comes from keeping the records, cash activity, payroll, and filing connected.
Monthly Bookkeeping
The record everything else depends on.
- Transaction categorization and consistent coding
- Bank and credit-card reconciliation
- Loan and balance-sheet account reconciliation
- Month-end review and adjusting entries
- Profit-and-loss and balance-sheet reporting
- Year-end books organized for tax preparation
Accounts Payable
Bills handled without losing control of what leaves the account.
- Vendor setup and W-9 collection
- Bill entry and supporting-document organization
- Scheduled payment runs under an approval process
- Vendor aging and open-balance review
- Annual 1099 preparation and filing when included
Accounts Receivable
Invoices sent and unpaid balances kept visible.
- Customer setup and invoice preparation
- Recurring or scheduled invoicing
- Payment application and deposit matching
- Accounts-receivable aging review
- Agreed customer reminders and follow-up
Managed Payroll
Payroll coordinated through a third-party provider and tied back to the books.
- Payroll-platform setup and coordination
- Employee and contractor information maintenance
- Payroll-run review and processing support
- Payroll wages, taxes, and liabilities reconciled monthly
- Provider-generated filings and year-end forms monitored
Tax services may include
Business return preparation, owner-related filing coordination, estimated-payment planning, and year-end tax planning according to the engagement.
When filing season arrives, the books should already make sense.
Business federal and applicable state returns can be prepared using records maintained by Cobb Accounting Firm or records provided for a separate tax engagement.
For ongoing bookkeeping clients, year-end preparation is connected to work completed throughout the year. For tax-only clients, records are reviewed and the scope is defined before preparation begins.
Clear steps before any work begins
You will know what is included, what information is needed, and what happens next.
Start with a conversation
We start with a conversation about what you need, what is already in place, and what the work should include.
Put the scope in writing
Services, fees, responsibilities, and next steps are explained before work begins.
Provide information securely
After acceptance, you receive instructions for sending the necessary records.
Begin the work
Services begin according to the agreed scope and schedule.
More visibility without giving up control
The service is designed to keep responsibilities clear while making the financial workflow easier to follow.
Approval stays with you
Bill payments and other management decisions follow the approval process established in the engagement.
Questions are not guessed at
Unclear transactions and missing information are brought back to you rather than forced into the books.
The work stays connected
Bookkeeping, cash activity, payroll records, and tax preparation are coordinated under one firm when included.
Let’s look at how your business handles the work today.
Schedule a consultation to discuss what is currently in place, what is falling behind, and which services should be included in the scope.