Services

Most businesses assemble financial support one piece at a time: a bookkeeper here, a CPA there, financial advice from whomever is available. It works until your business gets complicated. Then you need your team working together seamlessly.

Perrywinkle Accounting covers the full range of financial services in one firm. Below is everything we do. Whether you just need one services, or full service accounting support, we can help.

Bookkeeping &

Records

The recurring work that everything else depends on. Books close on a defined date through a defined process, you know when your financials arrive, 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

This is the layer most businesses never get, and it's the reason the rest of the work holds up.

Every month, a senior accountant reviews the close before it reaches you — not to redo the work, but to catch what routine bookkeeping doesn't: a misclassification that will distort a full year of margin, an accrual sitting in the wrong period, a balance that reconciles but doesn't make sense given what's happening in your business.
Errors caught in month two cost almost nothing to fix. The same error found at year-end costs a reconstruction, and sometimes an amended return.
Every balance tied to something real and documented, so the balance sheet holds up to a lender, an investor, or a buyer.
An assessment of who can do what with your money, and where a single point of failure sits.
Statements prepared to a consistent standard, suitable for lenders, partners, and outside stakeholders.

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.
Rebuilding closed periods when the records won't support what you need them to.
Financials assembled for a loan application, a line of credit, or an SBA package.
Getting records into the condition a buyer, investor, or acquirer will expect.

Tax

The people who keep your books also sign your return. There is no handoff, because there is no second firm. The CPA responsible for your return has been looking at 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
Positions set up during the year rather than reverse-engineered after it closes.
Structure decisions reviewed before you make them, not after.
Quarterly estimates calculated from real numbers, so there are fewer surprises in either direction.
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 spend, and margin by product, service, or location.
A budget you can actually manage against, plus modeling for the decisions you're weighing.
Working through the choices that carry real financial weight: hiring, pricing, expansion, equipment, whether the second location pays for itself.
A recorded review of your reporting that you can watch on your own time and share with a partner or lender, alongside scheduled conversations with us, not instead of them.
Reporting packages prepared to the standard outside parties expect.

GETTING STARTED

The First

Few Months

Assessment

You tell us how your finances work today and where the picture gets murky. We tell you whether we're a fit; and if we're not, we'll say so.

Onboarding & catch-up

Most businesses arrive with some cleanup to do. We bring the books current before monthly work begins.

First Close

A full month-end close through our process, with senior review. This is where you see what the reporting looks like.

Ongoing Cadence

Monthly close on a set date. Senior review before delivery. Reporting with a recorded walkthrough. Tax planning during the year, not after.