Grow Your Vision

Our monthly accounting services provide you with meaningful, accurate financial information—so you can make confident, informed decisions about your business or organization. We go beyond the numbers by educating clients, answering questions, and helping analyze financial trends throughout the year.

We work with a wide range of clients—from sole proprietors and S corporations to partnerships and traditional corporations. Our priority is doing the work right the first time. That means detailed monthly financials, year-round support, and timely tax return preparation for our monthly clients—many of whom have been with us for decades. We believe in long-term partnerships built on trust, value, and results.

Our monthly accounting services are priced based on your transaction volume, number of accounts, complexity, and the time required to do the work right. You’ll receive reviewed financial statements each month—delivered on time—so you can stay informed, agile, and financially healthy.

We’re also Advanced Certified QuickBooks ProAdvisors (Level 2), which means you’re in expert hands. Whether you need help setting up a QuickBooks subscription, creating a chart of accounts, linking your bank accounts, or coding your transactions, we’ve got you covered.

Don’t have accounting software? No problem. For smaller businesses and organizations, we can maintain your records in-house and provide monthly financial statements. This works well for those who don’t need real-time access but still want accurate, timely reports.

With our monthly accounting services, you’ll always know where your finances stand—no more guessing, scrambling at tax time, or falling behind. We give you clarity, consistency, and peace of mind.

At The Accounting Nook, PLLC, we provide accurate, timely, and personalized tax preparation services for individuals, businesses, and nonprofit organizations. Whether you’re filing a simple return or managing complex tax situations, we take the stress out of tax season and help you stay compliant—all while minimizing your tax liability wherever possible.

We prepare federal and state income tax returns for:

• Sole Proprietors (Schedule C)
   
• Partnerships (Form 1065)
   
• S Corporations (Form 1120-S)
   
• C Corporations (Form 1120)

From W-2 employees to self-employed individuals and small business owners, we prepare Form 1040 and all necessary schedules, ensuring deductions and credits are properly claimed. We also assist with estimated tax payments for those who need to plan ahead throughout the year.

We serve churches, ministries, and nonprofit organizations with specialized tax support, including:

• Form 990, 990-EZ preparation and Form 990-N
   
• Housing allowance documentation and tax treatment for ministers
   
• Multi-state reporting and compliance guidance

Starting a new business is exciting—but setting up your accounting system the right way from the beginning is crucial to long-term success.

At The Accounting Nook, we specialize in helping new small businesses build a solid financial foundation. As QuickBooks Online Advanced Certified ProAdvisors, we provide expert setup and guidance to ensure your accounting system is accurate, organized, and tailored to your specific needs.

• Setting up your QuickBooks Online account
   
• Creating a customized chart of accounts
   
• Connecting bank and credit card accounts
   
• Setting up customers, vendors, and products/services
   
• Configuring invoicing, payment, and expense tracking tools
   
• Providing personalized training for day-to-day use
   

We don’t just hand it off—we walk you through how to use your system effectively, so you can feel confident managing your finances from the start.

Whether you're brand new to business ownership or simply new to QuickBooks, we’re here to make your setup smooth, accurate, and stress-free.

For many small businesses and nonprofit organizations, having reliable financial statements is essential—whether it's for management decisions, lenders, grant applications, or compliance requirements.

At The Accounting Nook, we offer compilation services to help you present your financial information in a clear, organized, and professional format. A compilation ensures that your financial statements are prepared in accordance with accounting standards and accurately reflect the information you provide.

• Presentation of financial statements (balance sheet, income statement, and cash flow statement, if applicable)
   
• Organization and formatting of financial data based on the records you provide
   
• A compilation report stating that the information is the representation of management, including footnotes highlighting key aspects of the financials
   

Our compilation services are especially valuable for clients who need formal financial statements but do not require a full review or audit. We work closely with you to ensure the information is complete, consistent, and delivered on time.