Back-office services for Indiana small businesses

What is included

• Bank, credit card and loan reconciliation
• Transaction categorisation against a tailored chart of accounts
• Accounts payable and receivable tracking
• Fixed asset and depreciation schedules
• Sales tax liability tracking
• Owner draw and reimbursement clean-up
• Month-end journal entries and accruals

What you receive

A month-end pack containing profit & loss, balance sheet, cash flow statement, A/R and A/P ageing, plus a one-page written summary of what changed.

Typical investment: $149–$650 per month depending on transaction volume

What is included

• Weekly, bi-weekly or semi-monthly runs
• Direct deposit and pay stubs
• Federal 941 and 940 filings
• Indiana state and county withholding
• New-hire reporting to the state
• W-2 and 1099-NEC preparation and distribution
• PTO accrual tracking and garnishment administration

What you receive

Approved payroll registers, filed returns with confirmations, and a year-end packet with all W-2 and 1099 copies.

Typical investment: $65 per pay run plus $12 per employee per month

What is included

• Schedule C for sole proprietors and single-member LLCs
• Form 1065 partnership returns and K-1s
• Form 1120-S returns for S-corporations
• Indiana IT-20S, IT-65 and IT-40 filings
• Quarterly estimated tax calculations
• Extension filing where needed
• Prior-year amendments

What you receive

A filed return, a copy for your records, an estimate schedule for the coming year and a short call to walk through the result.

Typical investment: $450–$1,600 per return depending on entity type

What is included

• Reconstruction from bank and card statements
• Duplicate and misposted entry removal
• Undeposited funds and suspense account clearing
• Opening balance correction
• Loan and credit line amortisation
• Written summary of every material adjustment

What you receive

A reconciled ledger for each period, corrected financial statements and a hand-off file ready for your CPA or lender.

Typical investment: $95 per hour, quoted as a fixed project fee after the free review

What is included

• Quarterly performance review meeting
• 13-week rolling cash forecast
• Pricing and gross margin analysis
• Break-even and hiring capacity modelling
• Budget build and variance reporting
• Lender and SBA package preparation

What you receive

A short board-style report, the forecast model itself and a written action list with owners and dates.

Typical investment: From $400 per quarter, or bundled into a monthly plan

What is included

• Subscription set-up in your name
• Chart of accounts designed for your industry
• Bank and card feed connections
• Receipt capture and document workflow
• Sales tax codes and item lists
• Historical data import
• Two live training sessions for you and your staff

What you receive

A working file, a short written procedure document and recorded training sessions you can share with new staff.

Typical investment: $550 flat for a standard set-up