At Opal Nest, we understand that every business is unique—and accounting can feel overwhelming. That’s why all of our services are fully customizable. Whether you need just the basics or a comprehensive financial solution, we’ll work together to create a plan that fits your needs, goals, and budget.
If you have questions or just want to talk through your options, I’d be happy to connect. You can easily book a one-on-one appointment or request a quote—whatever works best for you.
CPA Services for Businesses
Tax Services
Ensure compliance while optimizing tax outcomes.
Tax Planning & Strategy Sessions
Estimated Tax Calculations and Payments
Annual Federal Income Tax Return
Sales & Use Tax Filing
Payroll Tax Filings & Compliance
Amended Returns & Prior-Year Filings
1099 Tracking and Reporting
Basic Bookkeeping
Ideal for any business needing accounting support.
Accounts Receivable
Accounts Payable
Bank Reconciliations
Credit Card Reconciliation
Payroll
General Ledger Maintenance
Monthly/Quarterly Financial Statements
Consulting
Ideal for any businesses that wish to make more strategic financial decisions.
New Business Entity Selection Guidance
QuickBooks Setup and Assistance
Internal Controls Development & Monitoring
Forensic Accounting
Outsourced CFO/Controller Services
Process Improvement & Automation Consulting
Advanced Accounting
Ideal for any business with a larger number of transactions.
Custom Financial Reporting & Dashboards
Job/Project Cost Accounting
Financial Statement Preparation
Reports and Projections
Fixed Asset Management and Depreciation Schedules
Clean-up & Catch-up Bookkeeping for Prior Periods
Pre-Audit Preparation
