Small Business Accounting & Tax

Formerly SV CPA Services, WorthyNest® now provides cloud-based accounting, payroll, and tax services to established small business owners seeking to align business and family financial goals. Below are five benefits of working together.

  • Awareness is power; know exactly where each dollar is going in your business.

  • Get timely insights from an experienced small business CPA for a fraction of the cost of an employee

  • Focus on pursuing high-level duties for which you are uniquely qualified, and leave the rest to us

  • Avoid undue stress by planning for tax and other liabilities ahead of time

  • Interact with a trustworthy advisor on anything affecting the financial health of your business

 

Small Business Services

Accounting & Bookkeeping

Working with us alleviates the stress of not knowing the state of your finances. Our experienced professionals not only keep track of where your money is going but also help you plan for future business growth. Eliminate surprises and meet tax obligations by working with us. The data we provide gives you financial insight to take your company to the next level. It helps you plan wisely for future growth and make important decisions.

Stop spending all your time at a desk and do what you love. You can drastically cut down the amount of time you or your employees spend on bookkeeping matters by utilizing QuickBooks Online ("QBO"), the most popular accounting software for small business owners. Our QBO accounting services include:

  • Determining the right fit for your needs

  • Activating a subscription and training you on QuickBooks Online

  • Issuing unaudited owner-level financials monthly or quarterly

  • Using financials to make informed business decisions

  • Planning for tax liabilities ahead of time instead of surprises on April 15th

Payroll

Is your current accountant using outdated payroll methods while your employees wait on paper checks to cash every other Friday? Or are you trying to run payroll yourself and stay compliant with state regulatory agency requirements? Payroll shouldn’t be so stressful.

WorthyNest® takes the guesswork out of payroll processing for accounting clients. We partner with Gusto, a trustworthy full-service and online payroll provider. Payroll can literally be run in a matter of minutes! Gusto doesn’t just calculate your payroll taxes. They remit the appropriate taxes to the right governmental agency each time you run payroll. Additionally, their software plays nicely with others such as QuickBooks Online. Besides providing payroll services, Gusto offers employee benefit programs such as:

  • Health reimbursement or small group health insurance

  • 401(k) solution through Guideline

  • Worker’s compensation insurance

Tax Consulting & Compliance

We help clients reduce their tax liability through proactive reduction strategies and careful planning. Effective tax planning takes experience and in-depth knowledge of the very latest changes to the tax law. It’s not about gaming the system but rather finding opportunities to legally lower your taxes. We have what it takes to help you create an effective long-term tax plan. When you partner with us, we’ll work closely with you to identify and implement effective tax-saving strategies, including:

  • Taking advantage of all available tax deductions

  • Deferring income when possible so that it’s taxed at the lowest rate

  • Choosing the right accounting methods for your business

To give personalized attention to clients during tax season, tax preparation services are only offered in conjunction with other ongoing WorthyNest® services.