Secretariat & Associates

At our company, we strive to offer peace of mind and pave the way for future success for small businesses. We go the extra mile in delivering customized accounting and tax services, tailored specifically to meet the unique needs of your business. Get started with a free consultation.

Bookkeeping & Tax Services

Bookkeeping

Small business bookkeeping services to help you save time and money. Our services include:

  • General Ledger: Recording and categorizing financial transactions, preparing financial statements
  • Bank Reconciliation: Matching bank statements with company financial records
  • Payroll Management: Preparation of payroll, tax calculations, and employee compensation
  • Cash Flow Management: Analysis of cash flow to improve financial stability and predict future shortfalls
  • Tax Preparation: Preparation of tax returns, and tax planning
  • Account Management: Accounts Receivable & Payable
Tax Services

Let us take the stress of tax filing off of your hands. We offer many services such as:

  • Personal Tax Preparation: Preparation of federal and state income tax returns for individuals
  • Small Business Tax Preparation: Preparation of tax returns for sole proprietorships, partnerships, and corporations
  • Tax Planning: Advising clients on tax planning strategies to minimize tax liability

How it works

Schedule free consultation

Be matched with the right service

Go back to doing what you love

Frequently Asked Questions

How does bookkeeping help my business?

Bookkeeping organizes your business financials and helps you to make the right decisions. Also, it helps you with forecasting, managing your business assets, and optimizing cash flow.

What is bookkeeping?

Bookkeeping is the process of recording transactions like income and expenses into a clear reporting structure.

Can you help get my books up to date?

Yes, that’s our first goal!

What does a bookkeeper do?

Bookkeepers are responsible for providing accurate, up-to-date financial information about a business. And that’s what we will do for you.

Can you help me with my individual taxes?

Yes, that’s one of our main services.

How do I get started?

Start by scheduling a FREE Consultation and we will instruct you from there. You can schedule here or call us at 918.850.4163 to get started.