Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting in the Cloud
Our goal is to minimize your accounting effort, whether you do your data entry and you hand it off to us. Cloud accounting means your data is transferred, stored, protected, and accessible by you and your accountants for timely and informed decision-making from any device.
Ask us why we use QuickBooks Online Products and Special Apps!
- QuickBooks Online Plus
- QuickBooks Self-Employed
- QuickBooks Online Full Service Payroll
- Intuit ProConnect Tax Online for Serving Individuals, Businesses, and Nonprofits
Apps to help automate the process:
- TSheets Time Tracking and Scheduling to track your own and your employees’ work
- Hubdoc Automated Document Fetch and Transfer as a premier document portal
- Mile IQ Automatic mileage tracker through your smartphone with programmable destinations
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Full Service Payroll
Payroll Compliance can be complicated!
Let us remove that headache by adding Full Service Payroll to your QuickBooks Online services. You can submit payroll or have us do it — either way, QuickBooks calculates all the taxes and submits all tax payments and reports as necessary. The accounting happens automatically inside your QuickBooks system so you and your employees can focus on the important things.
Have 1099 Contractors? We can manage your 1099 Payroll as well, including filing 1099-MISC with federal and state agencies.
We can handle your annual 1099-MISC forms even if you’re not using QuickBooks.
IRS Returns
As an Annual Filing Season Program Preparer, Becky Mattson has been trained and authorized to prepare your 2018 returns and, should the need arise, represent you in front of the IRS. The AFSP designation requires specific training in tax law, new tax updates, and ethics, followed by a test.
Contact White Pine Business Services LLC to prepare your:
Individual Tax Returns
- Small Business Owners requiring Schedule C
- Rental Real Estate Owners requiring Schedule E
- Partnerships requiring Schedule K-1
- Individuals and Businesses claiming depreciation
Information Returns
- 1099-MISC required for non-employee wages you have paid
- Exempt (Non-Profit) Returns 990, 990-EZ
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Non-Profit Accounting
Non-Profits have different reporting needs, and their accounting system should reflect this. New FASB requirements and the IRS 990-series information returns guide us in how we set up your accounts. We use the QuickBooks Online to easily track the data required for the 990 and for audits that your grantors require. Our evaluation services also include review of your financial controls to meet audit* requirements.
Service options include:
- Accounting System Evaluation and Set-up
- Periodic Data Entry
- Financial Reports
- Program Cost Evaluations
- Budget Development and Consulting
- Grant Application Consulting (Financial Data)
- Donor Management Consulting
- 990 or 990-EZ Filing
*Accounting Reviews/ Audits should be completed by an independent CPA, separate from your accounting staff. We will gladly work with a designated CPA in any required review/audit process for our clients.
Self-Employed Schedule C Filers
Tired of sifting through receipts at year-end to complete your Schedule C? Forgetting to document your mileage?
We can set you up with QuickBooks Self-Employed to easily separate personal and business expenses, automatically track your mileage on your smartphone, track your payments, and generate your Schedule C at year-end. QB-SE can be run on your computer, mobile device or both.
If you leave your primary workplace (whether it’s in your home or not) for business at all, the savings on mileage alone will pay for your accounting expenses!
Want to just hand off your Schedule C and 1040 in February? We can do that, too.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.