CFO & ACCOUNTING SERVICES

Don’t trust your small business’ finances to just anyone. Our expertise and personalized service will help you make informed business decisions and avoid costly mistakes. 

Managing the finances of your business while at the same time trying to run and grow the business can be nothing short of daunting. At Ironwood Wealth Management, we take on the day-to-day, hands-on financial, accounting, and tax-related tasks, so you don’t have to. 

We can also advise you on larger matters of financial strategy, helping you to ensure your business is poised for ongoing success. That means you get all the expert financial resources you need in one place — without having to bring in extra, costly headcount.

Accounting

Need accounting help, but you don’t need someone full-time and in-house? Count on us to conduct your day-to-day bookkeeping and accounting services.

  • Cash flow analysis 
  • Monthly, quarterly and annual financial statements
  • AP/AR services
  • Analysis of vendor contracts

Payroll

We conduct consultations to full-service payroll, navigating all the tax details for you, and making sure everything is set up properly for timely payment of your team.  

  • Paychecks processing
  • W2 and 1099 processing
  • Representation in the event of an IRS, DES or other tax authority notice
  • Salary determination and payroll navigation for S-corporations

Taxes

In addition to matters of payroll tax, we provide full-service, top-notch tax strategy for your business, helping to minimize your tax burden and maximize your long-term financial outcome.

  • Tax filing
  • S-Corporation (Form 1120S)
  • C-Corporation (Form 1120)
  • Partnership/LLC (Form 1065)
  • Employee Benefits/Retirement Plan (Form 5500)
  • Not-for-Profit/Charitable Organization and Private Foundations (Forms 990, 990T, 990 PF)
  • Sales tax (TPT) services
  • IRS representation

QuickBooks Administration

You have your hands full with systems and platforms already. Let us take on setup and management of your QuickBooks.

  • We are QuickBooks ProAdvisors
  • Setup, maintenance, coaching and troubleshooting

Could your business use an extra, expert hand for all things financial? Contact Ironwood Wealth Management today. We’ll seek to understand your needs and can work with you to create a custom, right-sized solution. 

Let’s get started: