Professional Accounting and Bookkeeping Services for Small Business
Take Control Of Your Business Finances
Accurate bookkeeping and professional accounting services for small business owners keep your records straight, your taxes lower, and your cash flow predictable. At OTB Tax, we provide accounting and tax services that give you clear financial statements and a year-round strategy to support growth.
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Why Business Owners Trust OTB Tax
Many small business owners start out by managing their own books with an accounting software, then hand it off to an office manager or bookkeeper later on. The problem? As long as bills get paid and sales are coming in, no one’s double-checking accuracy. This leads to errors in financial statements, overlooked deductions, and missed opportunities for tax reporting.
Every day, I find that clients are overpaying in taxes and on expenses that they don’t even know about because their bookkeeper has no understanding of tax law, or because they don’t even have proper bookkeeping services in place.
We go beyond simple data entry. By analyzing your numbers year-round, we help uncover hidden savings, strengthen expense management, and create a financial system that supports your long-term business strategy.
What You Get with OTB Tax
Expert Bookkeeping
Clean, accurate bookkeeping services for small businesses, prepared with tax savings and compliance built in.
Proactive Tax Strategy
We don’t wait until tax season. We plan all year to maximize your savings with proactive tax and accounting services.
Payroll Services
Simplify payroll services, ensure compliance, and avoid costly IRS penalties.
Financial Clarity
Gain insights into your business performance so you can make confident decisions based on clear financial statements.
Accounting And Payroll Professional Service
Small companies tend to handle the accounting on their own, and then later hire an office manager/bookkeeper to handle the books. The bad part about this is the owner usually has no time to check up on the work of the bookkeeper, and as long as the sales and bills are still coming in, no one is really taking a closer look at what is being done.
One Team.
One Strategy.
One Clear Path.
We've seen it before. By the time a typical accountant gets your information for your tax prep, the year’s already up, and there’s not much that can be done at that point to lower your tax bill.
Meanwhile, business coaches, payroll companies, and tax preparers often rely on different sets of numbers that don’t match. They talk to the small business owner, but not to each other. That leaves your business needs in the hands of multiple providers who only see part of the picture.
Any and all of these issues could cause your business to fall apart. Your finances are the most crucial part of your company, and they shouldn’t be left to chance. That’s why OTB Tax unifies your tax and accounting services, bookkeeping services, and advisory services under one roof.
Integrated Services
We connect your bookkeeping, payroll services, and tax reporting so everything works together seamlessly.
Strategic Oversight
We review your numbers with fresh eyes, ensuring accurate financial statements and compliance year-round.
Long-Term Growth
Tax preparation is only part of what we do. Our real focus is building a financial foundation that strengthens cash flow and fuels lasting growth.
What Our Clients Say
FAQs About Bookkeeping for Small Businesses
Why do I need professional bookkeeping if I already use QuickBooks or another accounting software?
Software is only as good as the person entering the data. Without proper oversight, you could be missing deductions, mismanaging your bank account, or preparing inaccurate financial statements.
How does OTB Tax help me save money compared to a traditional bookkeeper?
We combine bookkeeping services for small businesses with proactive accounting and tax services. Every number is reviewed with the goal of reducing your taxable income and maximizing deductions.
Can you handle payroll for my employees?
Yes. We manage payroll services and ensure compliance with federal, state, and local requirements so you don’t face penalties.
What’s the difference between OTB Tax and a typical accountant?
Most CPAs only look at your books during tax season. By then, it’s too late to make meaningful changes. We provide year-round advisory services to create real-time strategies that impact your bottom line.
Do I still need a tax preparer if I work with you?
No. We handle tax preparation as part of our full-service approach. You won’t need to hire multiple providers or worry about advisors who don’t understand your entire business picture.
How do I know if my current bookkeeper is doing things correctly?
If you’re unsure, that’s a red flag. We often find small business owners overpaying because of misclassified expenses, missing financial statements, or poor expense management.
What size businesses do you work with?
We serve all types of small businesses—from startups to $100 million companies. Our accounting services scale with your growth and adapt to your evolving business needs.
Don’t Leave Your Bookkeeping to Chance
Your finances are too important to risk. Let OTB Tax provide the bookkeeping services, accounting services, and tax services you need to protect your company and grow with confidence.
Plan My Tax Savings