Business Details
Trusted Accounting and Tax Services in Columbus, OH
McElheny & Assoc is a dedicated accounting firm serving business owners, executives, and independent professionals. With decades of combined experience in business management and operations, our team delivers tailored accounting and tax solutions designed to meet the unique needs of our clients. We specialize in remote services, utilizing Zoom meetings and a secure document portal to streamline tax and accounting processes. Our expertise extends beyond traditional services, offering strategic financial guidance informed by firsthand business ownership experience.Clients benefit from free educational resources, including tax-saving newsletters and financial strategy reports, alongside tools like QuickBooks integration and online tax organizers. Our commitment to affordability, personalized consultations, and ongoing support ensures clients receive actionable insights to drive business growth and compliance.
Services
Small Business Accounting
QuickBooks Services
Tax Preparation
Tax Planning
QuickBooks Training
Highlights and features
- We offer remote accounting services via Zoom and secure portals for convenience.
- Our team combines accounting expertise with firsthand business management experience.
- Clients receive free tax-saving newsletters and financial strategy resources.
- Certified QuickBooks Advisors provide tailored software training and support.
- Personalized consultations included with all accounting and tax services.
Services
Small Business Accounting
We provide tax-basis financial statements for small businesses using QuickBooks, including monthly/quarterly reporting, departmental accounting, and profit allocation analysis. Our services integrate with payroll providers and offer unlimited consultations to interpret financial data. Clients receive actionable insights to improve business performance through accurate, timely reporting tailored to their operational needs.
QuickBooks Setup
Our experts configure QuickBooks for your business, including chart of accounts, starting balances, inventory tracking, and payroll integration. We ensure accurate setup for mid-year transitions and provide staff training to optimize software use. Services include hardware/software recommendations, transaction entry, and trial balance verification to establish a robust accounting foundation aligned with tax and management requirements.
Tax Preparation
We handle comprehensive tax preparation for businesses and individuals, including income tax returns, non-filed returns, and IRS file retrieval. Our process incorporates strategic tax planning to minimize liabilities while ensuring compliance with federal and state regulations. Clients receive guidance on tax due dates, record retention, and access to online organizers for streamlined submission and refund tracking.
QuickBooks Training
Customized on-site QuickBooks training ensures your team masters software features specific to your business needs. We focus on practical applications, eliminating irrelevant functions to maximize efficiency. Training covers transaction entry, reporting, and troubleshooting, with follow-up sessions available to reinforce proficiency and address evolving accounting challenges.
QuickBooks Tune-up
A four-hour QuickBooks Tune-up cleans up accounting records, balances ledgers, customizes reports, and provides personalized training. This service prepares businesses for tax season or financial reviews by resolving discrepancies and improving data accuracy. The $295 package includes transaction review, stray entry cleanup, and report customization to enhance financial decision-making clarity.
Questions
What accounting services do you offer for small businesses?
We provide tax-basis financial statements, QuickBooks setup/training, payroll integration, and profit allocation analysis tailored to small business needs.
Do you support remote accounting services?
Yes, we offer secure document portals and Zoom meetings for remote tax and accounting consultations.
How can I get help with QuickBooks software issues?
Our Certified QuickBooks Advisors offer setup, training, tune-ups, and $20-per-question support for software troubleshooting.
What tax preparation services are available?
We prepare business and individual tax returns, handle non-filed returns, and provide IRS file retrieval and refund tracking.
Do you offer tax planning assistance?
Yes, we provide strategic tax planning to minimize liabilities and ensure compliance with federal/state regulations.
How much does a QuickBooks Tune-up cost?
Our four-hour QuickBooks Tune-up service costs $295, including record cleanup, report customization, and training.
