Small business owners and self-employed professionals share a common problem: the books often come last, even though they matter most. You're busy running the business — landing clients, managing projects, doing the actual work — and bookkeeping, taxes, and cash flow planning get squeezed into whatever time is left over.

Everly Accounting Services takes that off your plate. We handle the day-to-day numbers, keep you ready for tax season, and give you the financial visibility to make confident decisions — whether that means hiring your first employee, raising your rates, or just sleeping better at night knowing where you stand.

For Small Business Owners

Running a business means constantly balancing today's cash flow against tomorrow's growth. We help you do both.

What we handle:

• Bookkeeping — Monthly reconciliations, categorized transactions, and clean financial statements in QuickBooks Online, so your numbers are always current and accurate.

• Cash Flow & AR Management — Forecasting, invoicing discipline, and accounts receivable follow-up so you're not chasing payments or caught off guard by a slow month.

• Expense Controls — Systems and policies that keep spending aligned with your budget as you grow.

• CFO Advisory — When you're ready for more than bookkeeping, we bring budget planning, margin analysis, and strategic financial guidance — the insight of a finance executive, without the full-time salary.

• Tax Coordination — Year-round, tax-ready books, paired with our partnered tax accountant to make sure your return is accurate and filed on time.

Common turning points we help with:

• Hiring your first employee or contractor

• Deciding whether to raise prices

• Preparing for a loan, lease, or investor conversation

• Making sense of a cash crunch or a surprisingly strong quarter

For Self-Employed & 1099 Professionals

Freelancers, consultants, and independent contractors face a different set of challenges — irregular income, no employer withholding taxes for you, and no HR or finance department to lean on. We help you build simple, reliable systems so nothing falls through the cracks.

What we handle:

• Bookkeeping That Fits Your Business — Straightforward systems to track income and expenses without unnecessary complexity.

• Quarterly Estimated Taxes — We calculate what you owe each quarter, so you're never blindsided in April.

• 1099 & Contractor Support — Clear tracking of income across clients and platforms.

• Deduction Clarity — Understanding what's actually deductible for your business, so you're not overpaying — or underpaying and inviting a headache later.

• Tax Filing Coordination — Your books stay filing-ready year-round, and we work with our partnered tax accountant to get your return filed correctly.

Common questions we help answer:

• "How much should I be setting aside for taxes?"

• "Am I actually profitable, or does it just feel that way?"

• "What can I deduct, and what am I missing?"

• "Should I set up an LLC or S-corp?"

How We Work

1. Start with a conversation. We learn about your business, your income, and where things feel messy or uncertain.

2. We build your foundation. Clean books, connected accounts, and systems that fit how you actually work.

3. You get ongoing support. From monthly reconciliations to quarterly check-ins to real-time answers when you have a question.

4. We grow with you. As your needs change — more revenue, a first hire, a new tax situation — your plan scales with you.

Not sure where to start? Let's figure it out together.

Book a free consultation and we'll walk through your situation — no pressure, no jargon, just a clear next step.

[Schedule a Free Consultation →]

📧 info@everly-accounting.com 📞 443-614-3349 🌐 www.everly-accounting.com