Services
Most businesses assemble financial support one piece at a time: a bookkeeper here, a CPA there, financial advice from whoever is available. It works until the business gets complicated.
Perrywinkle brings those pieces together: bookkeeping, senior oversight, tax planning, and financial advisory so your financial support works as one system.
Bookkeeping &
Records
The recurring work everything else depends on. Books close on a defined date, and they arrive complete.
-
Transactions categorized as they clear, not reconstructed weeks later. Consistent records, month over month
-
Bank, credit card, and loan accounts reconciled on a set schedule, so discrepancies surface within days instead of compounding for a quarter.
-
Invoicing, aging, and collections tracking, so what's owed to you is a live number rather than an estimate.
-
Bills tracked and scheduled, so what's coming due is visible before it's urgent.
-
A defined close process on a defined date, with a documented checklist rather than an ad-hoc scramble.
-
Account structure built to match how your business actually operates, so reporting answers questions you'd actually ask.
Accounting
Operations
The obligations with deadlines attached. These go on our calendar, not yours.
-
Payroll run, filed, and reconciled to the books, including quarterly and annual returns.
-
Returns prepared and filed on schedule, with nexus and rate changes tracked as they happen.
-
When a state or federal notice arrives, we handle the response rather than forwarding it to you.
-
Contractor tracking through the year, so January isn't a scramble for W-9s.
-
Ongoing management of your accounting platform; users, integrations, rules, and app connections.
Oversight &
Review
A second layer of review, so your books are accurate and your financial statements are reliable.
-
Every month, a CPA reviews your books before they reach you. The goal isn't just to make sure everything reconciles, but to look at the bigger picture: whether the classifications are consistent, the balances make sense, and the financials reflect what's actually happening in your business. Catching something in month two costs almost nothing. Finding it at year end can mean rebuilding the books.
-
Every balance tied to supporting documentation, so the numbers hold up when a lender, investor, or buyer has questions.
-
A review of who has access to your money, how responsibilities are divided, and where a little extra protection may be helpful.
-
Balance sheets and income statements prepared to a consistent standard, for your own use or to share with investors, partners, and lenders. Prepared, not audited or reviewed.
Tax Planning
& Preparation
We keep your books, and we file your return. No handoff, no second firm, and a CPA who has been reading your numbers all year.
-
Returns for S corporations, partnerships, C corporations, and single-member LLCs, prepared from books we already know.
-
Owner returns prepared alongside the business return, so the two are planned together rather than separately
-
Tax planning done throughout the year, so decisions can be made while there’s still time to act.
-
Structure decisions reviewed before you make them, not after.
-
Estimates set using safe harbor rules and adjusted throughout the year as your numbers move.
-
Correspondence and representation when a taxing authority has questions.
Advisory &
Analysis
Clean books tell you where you've been. This is the part that helps you decide what happens next.
-
Where cash concentrates, where it leaks, what's seasonal and what's structural, and what the next several months look like.
-
Duplicate charges, unused subscriptions, miscategorized spending, and a clear view of where the business is making or losing the most money.
-
A budget you can actually manage against, plus modeling for the decisions you're weighing.
-
Working through the bigger financial decisions with you: hiring, pricing, buying equipment, expanding, or whether a second location really pays off.
-
Context behind the numbers, recorded so you can revisit it or share it with a partner, plus our standing conversations.
-
Additional reports tailored to the questions you're trying to answer, in whatever format you or your lender, board, or partners need to see them.
Project
Engagements
Defined-scope work with a beginning and an end. Some of these are how a relationship starts; others stand alone.
-
Records that drifted during a growth period, a software migration that never fully landed, a prior year closed in a hurry. We bring the books to a known-good state so nothing downstream is built on an unreliable foundation.
-
Moving platforms without losing history or breaking your reporting.
-
Going back through prior-year records to rebuild tax information such as retained earnings and shareholder or partner basis, when the history is incomplete.
-
Making sense of the financial side of a loan application, from understanding what the lender is asking for to organizing the reports and information you need to provide.
-
Getting records into the condition a buyer, investor, or acquirer will expect.
GETTING STARTED
Your first
few months
with us
Assessment
You tell us how your finances work today and where the picture gets murky. We tell you where we can be most useful, and if we're not the right fit, we'll say so.
Onboarding
We take the time to get familiar with your books, catch up anything that needs attention, and build a clean starting point before monthly work begins.
First Close
Your first month runs through our full process, including senior oversight, giving you a clear picture of what to expect each month.
Ongoing Cadence
Monthly close on a consistent schedule, senior oversight before delivery, a recorded walkthrough of your financials, and tax planning throughout the year.
Let’s talk
Know what you need? Send us a note. Tell us what you’re looking for, what’s changed in your business, or where things have started to feel more complicated. We’ll take a look and let you know how we’d approach it.
Not sure what’s missing? Take the What-If Assessment. In a few minutes, you’ll get a clearer picture of how your financial support is working today, and where there may be gaps as your business grows.