Business Services

Do you hate spending time on your business books? Are you anxious about your business’s financial future? Do you want to prepare for growth? At Team Holly, we are revolutionizing the way small businesses manage their finances. Our business service plans provide you with just the right amount of tax and financial support throughout the year. Find your plan now.

We offer accounting and financial services for small businesses that are unmatched in quality and accuracy. Plus, our virtual office provides a convenience that you won’t experience anywhere else.

A La Carte Services

  • Federal tax returns for C-Corps, S-Corps, nonprofits, trusts, partnerships, & sole proprietors
  • State tax returns
  • Local tax returns
  • Tangible tax returns
  • Secure file exchange for upload/download of all tax-related documents
  • Tax planning on a quarterly or semi-annual basis
  • Personal tax planning for up to 3 corporate officers
  • Annual legal filings
  • Development of Annual Minutes
  • Maintenance of Legally Required Corporate Book
  • Reconcile bank and credit card accounts
  • We manage receivables and payables for you
  • Make general ledger adjustments as needed
  • Real-time, up-to-date financial data on demand
  • Accounting services are cloud-based, so you can safely access your secure data anytime, from any internet-enabled device, 24/7
  • Cloud-based employee & subcontractor payroll in all 50 states
  • Manage flexible payment options – pay employees by check or direct deposit
  • Track PTO/vacation/sick leave
  • Monthly, quarterly, or annual federal/state payroll deposits
  • File quarterly & annual payroll returns
  • Seamlessly integrate payroll into your accounting system
  • Generate year-end payroll documents like W-2s and 1099s
  • Monthly, quarterly or annual review of financial position
  • Generate up-to-the-minute balance sheet, profit & loss, or cash flow statements
  • Create annual budget and measure progress against it
  • Cash flow forecasts and analysis
  • Growth & revenue forecasting

Business Strategy Support & Education

CPA-level consultation as needed – in-person or virtually

  • Learn how to understand your financial statements
  • Develop a strategic business plan
  • Get feedback on a new venture idea or new product/service
  • Develop a strategic marketing & communications plan
  • Get advice on social media & online advertising for your business