Des Moines, and remotely
Four months a year I take nobody new. That is why the rest of the year works.
One accountant, about forty clients. From January to April I am filing, and taking on a new client in February would mean doing two jobs badly. So the calendar is published, the door is shut for four months, and everybody already here gets filed on time.
- Clients
- About forty
- Accountants
- One
- Closed
- 5 months a year
- Next open
- May
The year, and which half of it I can take you on in.
Closed
January
Year-end books closed, 1099s out, W-2s out.
Closed
February
Returns. The heaviest month of the twelve.
Closed
March
Partnership and S corporation deadline on the 15th.
Closed
April
Individual deadline on the 15th. Nothing else happens.
Open
May
Catching up. The best month to start with me.
Open
June
Onboarding, catch-up bookkeeping, entity questions.
Open
July
Quarterly estimates and mid-year reviews.
Open
August
Onboarding, and two weeks away.
Open
September
Extended partnership and S corp deadline on the 15th.
Open
October
Extended individual deadline on the 15th.
Open
November
Year-end planning. The last month to start before January.
Closed
December
Year-end planning for existing clients only.
What a month looks like.
Your whole obligation is statements by the fifth and an answer when I ask what something was. Everything else is on my side of the line.
- By the 5thYou send statementsBank, card, and anything that did not import. A shared folder, not email attachments.
- By the 10thBooks closedCategorised and reconciled, with a short list of anything I could not identify.
- By the 12thYou get three numbersWhat came in, what went out, and what to set aside for tax. One page, not a portal.
- QuarterlyEstimatesA figure and a due date, calculated rather than last year's number repeated.
- NovemberThe planning callForty-five minutes on what to do before December 31st, while it can still be done.
Seven things, with a number against each.
What each includes- Monthly bookkeepingAnyone who has stopped being able to answer 'how did last month go' without opening a spreadsheet.
- From $290 a month
- PayrollBusinesses with employees, and owners who need to pay themselves properly.
- From $95 a month
- Individual returnFreelancers and households with anything beyond a W-2.
- From $450
- Business returnPartnerships and S corporations under about ten people.
- From $1,100
- Quarterly estimatesAnybody with self-employment income who was surprised last year.
- $180 a quarter
- Catch-up bookkeepingPeople who have not reconciled since 2023 and know it.
- $85 an hour
- A second opinionAnyone who suspects last year went badly and wants to know before it repeats.
- $300
If you have found this in February, the honest answer is May.
Write anyway and you will go on the list for the month the door opens. Or ring (515) 555-0123, though in filing season the voicemail is honest about the delay.
Ask about a place