1. Small Business Accounting and Payroll

As a small business owner, you have more important things to do than to keep your own books. We take care of your books, sales tax, and payroll for you, so you can get back to the job of running your business and generating profits. 

When you hire us to handle the monthly accounting for your business, you will have access to your financial statements throughout the year to evaluate your performance.  Our staff will go above and beyond to help you with whatever you need.  Customer service is number one here.

We offer computerized payroll services, including direct deposit, online access to paystubs, automated payroll tax return filings and automated payroll tax payments. We handle garnishments and payroll tax notices for you.

We can file and pay your sales tax returns for you. 

We can prepare annual budgets for you as well as budget vs actual reports.  We can prepare specialized reports if/when needed.


2. Tax Services

We provide tax services for small businesses, individuals, and small trusts. With the complexity of the tax system, we hope to simplify it for you, help you to stay in compliance, reduce your tax liability and save time by allowing us to assist you with your taxes.  

Berel CPA, PLLC provides tax planning, tax projection and tax preparation services year-round.  

  • Tax planning includes analysis of proper entity classification, taking advantage of available deductions and credits, and advising clients on how to structure deals to minimize taxes.
  • Tax projections include calculating taxes based on estimated income and deductions.
  • We offer tax preparation for individuals, limited liability companies, corporations, S-Corporations, partnerships, small estates, and small trusts.


New business Formation

We will advise on the best entity selection for your new business as well as file the paperwork with the state and obtain your tax ID number. You will need these items to open a bank account for your new business.  Some banks also ask for operating agreements which we do not prepare.  Check with your bank.

We offer specialized accounting services on a case-by-case basis.  Here are a few examples:

Berel CPA offers accounting services for Condo/Homeowners’ associations. Below is a list of the services we can provide:

  • Set up automatic monthly billing of HOA dues.
  • Set up special assessment billing.
  • Allow payments from owners online.
  • Receive payments at our office.
  • Manually post any payments received via check to owner accounts timely.
  • Deposit dues checks at your bank.
  • Track Accounts Receivable (A/R)
  • Prepare payments to your vendors as required.
  • Reconcile bank accounts monthly.
  • Generate reports that you require (A/R Aging report, Balance Sheet, and P&L)
  • Prepare annual budget and provide a “budget to actual” monthly report.
  • Prepare annual tax filings.

Our goal is to assist the Board so you can deal with actual issues that need to be addressed at the condo instead of dealing with the accounting issues.

Berel CPA offers Percentage of Completion Reports for Construction Companies so they can evaluate performance during the project.  It is not uncommon to receive a large deposit on a construction job up front.  These reports help owners and managers understand the actual revenue earned from a job.


How to get started:

For monthly accounting services, schedule your free 30-minute consultation.  We will review your needs and determine a course of action to accomplish them.  Depending on the size of the business and the services needed, it may take us a few months to determine a fixed monthly price for the services provided.  

For New tax clients, schedule a consultation.  Our charge for the consultation ($150 per hour) will be deducted from the tax services invoice. We will need the following information:

  • New client form completed.
  • At least one prior year tax return

For returning tax clients, you may drop off your information.  Please let us know if you have moved or have changed your contact information.


What you can expect from us:

  • You will always be able to reach someone in our office.  If we cannot answer your question immediately, we will return your call as soon as possible.
  • We will keep your books updated throughout the year.
  • We will provide an annual tax projection for all monthly clients, and we will inform them of any anticipated change in taxes.