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Accounting Services

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Small Business Services

Our goal at Wellings is to be the one-stop shop for all tax and accounting needs for your small business. Our full range of small business services include:

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1.     Develop or improve upon your accounting system that             fits your small business

2.     Monthly or Quarterly Bookkeeping Services

3.     Accounts Payable service including invoicing, collection            recordings, cash posting and aging reports

4.     Compilation of periodic financial statements

5.     Payroll and Quarterly reporting

6.     Small business retirement plans

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We also offer Quickbooks consulting and training for those who are handling the books themselves

Ready to talk about your small business needs? Call or email us to set up a consultation with one of our qualified accountants.

*Check the background of your financial professional on FINRA’s BrokerCheck

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services    , Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services    . Placing business through Avantax Insurance Agency     and Avantax Insurance Services    . CA #0D71784.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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