Business Details
Expert Accounting Services for Small Businesses
At Kennedy, Brian CPA, we prudently serve small businesses by offering comprehensive accounting, tax, and financial advisory solutions tailored to maximize efficiency and growth. With over two decades of specialized experience, our team of certified professionals delivers meticulous bookkeeping, payroll management, QuickBooks expertise, and strategic tax planning. We prioritize understanding each client's unique needs, ensuring our services liberate business owners to focus on core operations while maintaining compliance and financial clarity.Our commitment to personalized support, transparent fixed-fee pricing, and proactive tax strategies distinguishes us as a trusted partner for small enterprises. Through collaborative tools like cloud-based financial systems and robust retirement plan guidance, we empower clients to achieve long-term stability and success in a dynamic economy.
Services
Small Business Accounting
Payroll Services
Tax Planning
QuickBooks Setup
Retirement Plan Design
New Business Formation
Wealth Management
Highlights and features
- We offer 20+ years of specialized experience in small business accounting.
- Our fixed-fee pricing ensures no surprise billing for clients.
- QuickBooks Pro Certified staff provides expert software integration training.
- We deliver proactive tax planning strategies to minimize liabilities.
- Comprehensive payroll services with direct deposit and employee self-service portals.
Associations and certifications
- AICPA
- QuickBooks ProAdvisor
What people say
Accurate financial reporting
Proactive tax advice
Responsive support
Time-saving solutions
Expert QuickBooks help
Services
Small Business Accounting
Our monthly accounting packages provide complete financial management for small businesses, including bookkeeping, invoicing, payroll processing, and financial reporting. We analyze your entity structure for tax efficiency, maintain accurate ledgers, and prepare timely tax returns. Clients receive customized insights into cash flow, cost control, and strategic planning to ensure compliance while maximizing profitability for long-term business growth.
Payroll Services
We handle full payroll administration including direct deposit, tax filings, and employee self-service portals. Our service includes paystub distribution, multi-state reporting, paid-time-off tracking, and garnishment management. By automating payroll tax deposits and regulatory filings, we eliminate compliance risks while saving business owners approximately 12 days annually that would otherwise be spent on manual payroll tasks.
QuickBooks Support
As QuickBooks Pro Advisors, we optimize accounting software for business efficiency through setup, data migration, and staff training. Our cloud-based collaboration allows real-time access to financial records while implementing best practices for accurate reporting. We help clients leverage advanced features like automated reconciliation and customized dashboards to transform raw data into actionable business intelligence.
Tax Planning
Our proactive tax approach begins with annual entity structure analysis and extends to quarterly estimated tax projections. We identify deductions across operations, equipment purchases, and home office expenses. By preparing returns in January/February with no extensions, we ensure clients understand liabilities months before deadlines while implementing strategies that reduce effective tax rates through retirement plans and credits.
Retirement Plan Design
We partner with financial experts to create customized retirement solutions for business owners and employees. Services include plan selection, compliance testing, participant education, and investment guidance. Our integration with payroll systems ensures seamless contributions while helping clients establish tax-advantaged savings structures that attract talent and enhance long-term financial security for both owners and staff.
People
J. Brian Kennedy
Principal CPA, CFP
With over two decades of public accounting experience, J. Brian Kennedy specializes in small business financial strategy. A certified QuickBooks ProAdvisor and registered investment advisor, he focuses on optimizing tax structures while providing actionable insights for business growth and personal wealth management.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial reporting, payroll integration, tax compliance, and strategic planning to help small businesses maintain organized financial systems.
How do you handle payroll tax filings?
We manage federal, state, and local tax deposits while providing multi-state reporting to ensure compliance with evolving payroll regulations.
Can you help with QuickBooks software issues?
Our QuickBooks Pro Advisors offer setup, data cleanup, staff training, and cloud collaboration to optimize accounting software efficiency.
Do you provide retirement plan services?
Yes, we partner with financial planners to design customized 401(k) solutions with participant education and compliance support.
How do you charge for accounting services?
We use transparent fixed-fee pricing based on service scope rather than hourly billing to eliminate unexpected costs.
Are consultations available for new businesses?
We offer new business formation guidance including entity selection, tax strategy, and accounting system implementation.
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