Small Business Accounting – CAS Services

Small Business Accounting and Bookkeeping Services

Lake Accounting & Tax gives Connecticut small business owners the bookkeeping, reporting, and financial guidance an in-house hire would provide, without an in-house salary.
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What’s Included

Hiring a full-time bookkeeper is expensive, which is why many small business owners outsource the work instead. Lake Accounting & Tax handles the day-to-day and month-to-month accounting tasks that keep a business’s books accurate and its owner from guessing at their own numbers.
  • Z Bank statement reconciliation
  • Z General ledger cleanup
  • Z Monthly and annual budget reporting
  • Z

    QuickBooks setup and ongoing support
  • Z Identifying costs to cut and areas worth investing in

Who This Service Is Built For

  • Z Owners who are still doing their own books and know it’s time to hand it off
  • Z Businesses that outgrew a spreadsheet but aren’t ready for a full-charge bookkeeper or controller.
  • Z Owners who need clean, accurate books ahead of financing, a loan application, or tax season
  • Z Companies that want a second set of eyes on where their money is actually going

BEYOND BOOKKEEPING

Support That Goes Beyond Basic Bookkeeping

Once your books are in order, Lake Accounting & Tax can help you actually use them. That includes identifying which accounting software fits your business, spotting areas of waste that quietly eat into your margin, and building monthly and yearly budgets that reflect how your business really runs. For businesses that need more hands-on financial strategy, the firm’s part-time CFO service is available as a next step.

This also folds into tax season instead of sitting separately from it. Since the same firm handles your books and your business tax return, nothing gets lost in translation between a bookkeeper and a separate tax preparer who has never seen your day-to-day numbers.

WHY OUTSOURCE

Why Outsource Instead of Hiring In-House

A full-time bookkeeper comes with a full-time salary, benefits, and the time it takes to manage someone. Outsourcing to Lake Accounting & Tax gives you CPA-level oversight of your books without the overhead, and without wondering whether the person doing your books actually knows what they’re looking at.

It also means your books are being handled by someone who understands how bookkeeping connects to your taxes, not just someone entering numbers into software. When tax season arrives, your CPA already knows your business instead of meeting your financials for the first time.

When Clean Books Matter Most

Accurate, up-to-date books matter every month, but they matter even more at specific moments:
Lenders and buyers move faster when your financials are already in order, and Lake Accounting & Tax keeps them that way year-round instead of scrambling to reconstruct a year of transactions when you suddenly need them.

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Get Your Books Off Your Plate

Set up a free consultation to talk about what your business actually needs. Contact Lake Accounting & Tax to get started.

Schedule A Free Consultation