Colonial Bookkeeping & Tax, Inc. supports small businesses, nonprofits, and individuals with customized accounting services to help you achieve your goals. As a small business ourself, we understand your constraints and are personally invested in your success.

Services

We offer the following comprehensive services at competitive rates:

All-inclusive bookkeeping: Payroll processing, chart of accounts setup, invoicing, bill payment, reconciliation, memorized transactions, adjusted journal entries.
Personal budgeting: Advising and monitoring for individual and family budgets, bill payment, account balancing, integration with online banking, and timely assistance.
Tax preparation: Authorized IRS Registered Tax Return Preparer for all state and federal forms for individuals and organizations. Can submit returns and correspond with IRS/State agencies on your behalf.
Audits and filings: Full-service audit process management -- from document preparation to meetings with auditors to finalizing forms; filings and disclosures to meet lobbying reporting requirements and other state and federal provisions.
Training and support: Orientation and individual tutoring on a variety of accounting information platforms including Quickbooks Online. Click here for some of our favorite software solutions.
Interim CFO: Financial management and oversight, including budgeting and re-forecasting, monitoring quarterly variances, and ensuring compliance with all state and federal accounting regulations.
Management consulting: Hands-on tactical and strategic planning to maximize efficiency and stability, including implementing workflow automation and cloud-based computing solutions.