Skip to content

Business Services

Experienced Business Services for Your Business

woman working on spreadsheet on laptop

No matter the size of your company, you deserve the confidence of knowing that your accounting is complete, accurate, and there when you need it. At Greyson Tax & Consulting, our expert accounting team delivers exceptional business services to small and mid-sized businesses across and the surrounding areas.

We focus on niche industries, including construction, medical practices, and real estate, so that we can provide more effective assistance and service for businesses in these exciting fields. Get help from an accountant who knows what your business really needs! Contact our office today to schedule your complimentary consultation!

Call Us: Get Your Consultation

Services We Can Offer Your Business

Since opening our firm, we've helped countless businesses to expand their opportunities through effective accounting and business services. When you come to us, we can provide you with:

Our goal is to do more than simply help you ensure that your ledgers are clean and your bills are paid. We want to work with you on a personal level and find ways to support your company growth. We take the time to get to know your business and apply our industry knowledge to help your business run more efficiently and be more effective at what you do.

Industries We Serve

As a niche-focused accounting firm, we work closely with businesses in select industries to provide experienced and targeted services. We partner with companies in industries whose tax and accounting needs are often complex, such as:

Real estate agent inviting couple to enter house for visit

Real Estate: With highly specific tax requirements and often-complicated bookkeeping needs, having a reliable accounting firm will allow your real estate venture to focus on investing, management, development, and more, whether you're well-established or just breaking new ground.

Medical doctor woman in the office

Medical Practices: Financial accuracy in billing and expenses are essential to a medical practice, and our knowledge of your industry needs will ensure that your accounts are in order so you can focus on your patients.

group of smiling builders in hardhats with clipboard and blueprint outdoors

Construction: Our experience with construction companies allows us to provide efficient service, valuable insight, and industry-specific guidance to help your business get a firm grasp on its finances.

Accounting for Small-to-Midsized Businesses

busines partners looking over business charts

Accounting is much more than simply making sure your books are clean; it's the foundation of your financial operations. Solid accounting ensures that your business obligations are met, that you have a firm grasp of your cash flow, and that you have the reports and information you need to function effectively.

Our goal as your outsourced accountants is to help you organize your ledgers, balance accounts, ensure compliance and best practices, and provide accurate and timely information so you can better understand your company's financial standing. We apply various tactics and reliable services to help you meet your goals, and with our knowledge of your industry, we can effectively focus on the areas that matter most to you and your business.

Some of the services we might provide your small-to-midsized business include:

Bank Reconciliation – Monthly account reconciling ensures that your capital is in the right place, and no charges are overpaid or overlooked.

Income Statements – Profit and loss statements are a vital snapshot of your company's monthly performance, demonstrating its capabilities so that you can make informed decisions about future goals and strategies.

Balance Sheets – When you need to know where your company stands at a given moment, we can deliver comprehensive balance sheets to advise your planning and business decisions.

Maintaining Your Ledger – Keeping your ledger clean, up-to-date, and free of errors is a standard service for us and an essential one for you and your business.

When you need it, we can also assist your business through the following services:

  • Generate reports and statements
  • Reconcile accounts payable and receivable
  • Check statements for accuracy
  • Ensure regulatory compliance
  • Improve financial efficiency
  • Evaluate operations to minimize costs


businesswoman writing financial report

If you're running a small business, you know that your bookkeeping is a vital part of what you do – but it's also incredibly time consuming and can get in the way of doing what you need to grow your business. We can take on this responsibility for you so that you have access to efficient and optimized ledgers when you need them, and you can focus on the aspects of your business that need you most.

For bookkeeping on a monthly, quarterly, or yearly basis, turn to our personalized service for real-time advice and reliable results.

Supporting Your Business with QuickBooks®

QuickBooks is one of the most popular accounting software platforms available to businesses today. It's incredibly versatile and customizable, but many small-to-midsized businesses are unaware of the many features they have at their disposal.

We provide QuickBooks support for businesses that need it and can help you to get the most out of your software. Whether you're looking to optimize your software for your business or simply trying to automate your daily processes, our expertise is here to ensure you're getting your money's worth with your accounting.

Part-Time CFO Services

Business people in a meeting

An experienced CFO can be a valuable asset to any business, but many small-to-midsized businesses assume that having a seasoned advisor would be outside their budget. With an outsourced CFO, however, you receive all the benefits of a CFO without the hassle of interviews, dedicated office space, and a costly year-round salary with benefits and bonuses.

What Can a CFO Do for My Business?

CFOs are capable of looking beyond your day-to-day processes and helping you evaluate your current and historic finances to create long-term forecasts and define attainable goals based on smart, relevant business strategies.

A CFO from Greyson Tax & Consulting can provide these services and more:

  • Analysis of accounting & cashflow reports
  • Financial forecasting
  • Investment management
  • Expert budget preparation and monitoring
  • Profitability analysis
  • Accounting process optimization
  • Evaluation & optimization of internal controls

How to Put Your Financial Forecast to Good Use

business concept image of financial growth

A financial forecast uses your company's current and past financial performance to create a detailed map of potential future performance. These reports include anticipated profits, obligations, and cash flow, allowing you to make smarter decisions and employ strategies to steer your business in the desired direction.

This can not only help to prepare you for opportunities, but help you shore up weaknesses in underperforming areas, making your company stronger and more valuable in the long run. We'll help you extrapolate likely scenarios and select viable strategies based on the data and where you want your company to be in 3-5 years.

New Business Formation

Every fledgling business entrepreneur knows how important it is to get their business launch right. Choosing the right business entity will have long-lasting implications for your company's operations, investor opportunities, and tax and legal liabilities. Our experienced accounting team will get to know the details of your business, how it fits into your industry, and which entity type will allow you to grow and expand according to your long-term goals.

Business Restructuring

Businessman Examines finance documents

One of the things that makes choosing the right entity type at launch so important is that an expanding business may find itself limited by a business structure that no longer fits its needs or direction. If your company is ready to enter its next stage of growth, we can help you restructure your business into something that encourages your business to excel.

We'll help you navigate your options, understand the tax implications of a potential restructure, and find the entity type that suits your needs not only today, but five years or even further down the line. We'll also help you determine what documentation you'll need and what else must be done to ensure a smooth transition and a positive outcome that disrupts as little of your business operations as possible.

Business Consulting in

Image of business partners discussing documents and ideas at meeting

Whether your company is in its first year, fifth, or you're looking to expand a long-standing family business, having someone with experience in your industry to provide seasoned guidance can help you to make smarter choices about your business and take things to the next level. A business consultant acts as an unbiased, objective problem-solver who can help you find workable solutions with proven strategies that your business can use to grow.

Thanks to our industry-niche services, we understand the common issues faced by a business of your size and market, and can propose and tailor strategies that help you move forward in an effective and positive direction. We can review your current plans and operations, evaluate opportunities, and help you fine-tune your processes to get the most out of your cash flow and strengthen your bottom line, enabling long-term growth.

Cash Flow Management

two business women analyzing company annual financial report

Cash flow is one of the things that can make or break a business, and yet it's often misunderstood. Many small and mid-sized business owners tend to focus on profits and forget to factor in bills and expenses, which can cause them to overestimate their ability to meet their obligations and expand their business. Moreover, creating a workable budget that will get you through seasons of slower activity depends on a thorough knowledge of your current and past cash flow.

Our accountants evaluate your overall finances through historical performance and current standing to extrapolate patterns in your cash flow and project future earnings and expenses. We can then work with you to create a plan and a solid budget that will help your business operations run smoothly and help you discover the most opportune times for expansions and acquisitions so your business can be as successful and financially healthy as possible.

Choose Greyson Tax & Consulting for Quality Accounting in

Whether you need reliable accounting basics or you're looking for guidance to help your business take its next steps, our reliable accounting team is here for you. Schedule a complimentary consultation to discover what we can do for your business today!

Call Us: Get Your Consultation

Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
Incorporate Online
Start saving taxes now by Incorporating your business.

Contact us