Accounting Services for Business Owners

Outsourced accounting and financial reporting for business owners, law firms, and high-income professionals seeking clarity and control.

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Your books are a mess. You know it. We know it.

Your "Small Bookkeeping Issue" Is Holding Your Business Back

Your accountant keeps saying your financials are almost ready, but the last one you received was months ago. And it wasn’t accurate. It’s not just about getting caught up. It’s about control. You can’t fix what you can’t see. Your accountant not prioritizing YOU might just be holding your entire business back. You need accounting that works behind the scenes so you can stay focused on running your business. With Agate CPA, you’ll know where your money is going, what your numbers actually mean, and how to use them to make smarter decisions.

Strategy That Grows With You

From solo entrepreneurs to multi-entity operations with up to $30 million in revenue, Agate CPA helps businesses stay organized, compliant, and positioned for smart growth. Whether you’re just starting out or managing complex structures, we deliver strategy and support to every client.

What does your accountant do for you?

Are they Tax People?

Bad books = overpaying taxes. We deliver tax-ready financials regularly to plug into strategic tax moves and timely filed tax returns - even if you're not a tax client.

Are they in your QuickBooks Every day?

We're in your accounting records. Every. Business. Day. Not just once a month. We’re asking questions, recording transactions regularly, and keeping your books clean and current.

Do they send you monthly reports? On time?

Does your current accountant issue statements so late they don't help? Do they not even give you reports at all? You deserve accurate, on-time reports you can actually use.

More Than the Basics

Not every accounting challenge shows up on a regular schedule. Whether your books are behind, you're changing systems, or you need help with a one-time project, we’re here. Our team handles complex and irregular work other firms avoid.

  • QuickBooks Cleanup: We untangle messy records, correct mistakes, and bring structure to disorganized accounting files. Your system will work the way it should.
  • Historical Catchup: Is your bookkeeping behind by a month or two? Or maybe a few years?? We'll get you current, reconcile all accounts, and code transactions where they need to go.
  • Custom Reporting & Analysis: Need additional insights for big decisions? We build tailored reports and financial breakdowns to give you the confidence to make your next move.

Connect with Us

Whether you need help cleaning up your books, managing ongoing accounting, or tackling a one-time project, our team is here to help. Let’s talk about what’s not working and how we can fix it together.

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What our clients say

"Agate CPA has been an essential part of the success of our growing business. Their advice has gone beyond just meeting our current accounting needs, they’ve helped us plan for the future. Their monthly accounting services have been a massive time-saver, giving us clarity and confidence in understanding our financials."
Caleb
"Sometimes working through financials/reports/tax prep is a pain, but not with this team! They are so patient and easily explain the process to even a novice. We have found so many incredible financial benefits from working with Agate but the greatest benefit is feeling completely at ease knowing the hard stuff is done correctly."
Anna
"I've trusted Alicyn at Agate for many years with my accounting needs for my personal finances. We've navigated the treacherous waters of federal and state income tax prep, dealt with the overwhelmed IRS, and helped me develop tax smart financial strategies going forward."
Eric
Agate CPA continues to be a great organization to work with. They seem to have our best interest foremost in their minds. They are very knowledgeable and stay up on all current laws.
Cynthia

News & Updates

FAQ

A Certified Public Accountant (CPA) provides expert financial advice, ensures compliance with tax laws, and helps small businesses make strategic decisions. They can handle tax filings, financial statement preparation, forecasting, and business planning. A CPA brings added assurance through their rigorous training, licensing, and ethical standards.

Bookkeepers handle day-to-day financial activity such as recording customer payments  and paying bills. Accountants take a higher-level view by ensure correct transaction categorization, preparing financial reports, interpreting financial data, and offering strategic advice. If you simply need help staying financially organized, start with a bookkeeper—if you’re making decisions based on numbers, you need an accountant

The earlier the better! A best practice is to work with an accountant as you’re forming your business and making important, foundational financial decisions. At the very least, you want to be working with an accountant as you start incurring business expenses. They can help structure your business finances correctly from the start, avoiding costly errors.

A good accountant understands taxes and will categorize your business transactions properly to ensure you’re taking full advantage of tax rules in your favor. Miscoded transactions can result in tax dollar permanently lost. If your accountant says “you need to talk to your CPA about taxes”, it may be time to get help from a new accountant who speaks tax.

Your #1 report is your Profit & Loss Statement. Which is also called the “P&L” or “Income Statement”. They’re all the same thing. Your P&L shows how much money you’re bringing in less how much you’re spending. BUT! Your P&L is only as accurate as your Balance Sheet is. Your Balance Sheet shows what you own and what you owe. A good accountant will make sure your Balance Sheet is right, so you can trust your Profit & Loss Statement is giving you accurate information.

Ideally, your books should be updated weekly or monthly to ensure accuracy and timely insights. Agate CPA keeps our clients’ books up to date each business day. Regular accounting supports optimal business decisions and sound tax strategy. Infrequent accounting leads to haphazard decision making and confusion and frustration at tax time.

Look for a firm that understands your industry, offers the services you need, and has processes that support superior client service. Check their credentials, technology stack, and client reviews. A good accounting partner should feel like part of your team, not just a service provider.

Outsourced accounting often includes bookkeeping, payroll, financial reporting, tax planning, and advisory services. It’s a flexible, cost-effective solution for businesses that want expert support without hiring in-house.

A good accountant will properly account for intercompany transactions, can consolidate reports, and help businesses create systems for allocating shared expenses. They help keep everything organized while maintaining a big-picture view. This is essential for business owners managing multiple locations, services, or brands.

QuickBooks cleanup involves correcting errors, categorizing transactions, reconciling accounts, and ensuring your records are accurate. If your books are messy, outdated, or inconsistent, a cleanup is essential before tax strategy and tax preparation can take place. Clean books mean better decisions and fewer surprises.

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