Business Services

Business Financial Services

Small Business Accounting

At Greg Marriott CPA PLLC, we know that small business owners have more to manage than their accounting books. Our team is here to help you with your small business accounting needs so you can get back to running your business.

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Every month or quarter, we will:

Reconcile your bank account

Compile your accounting activity

Provide consultations when you need them


With us, you can customize your package and have it tailored to your business needs.

Payroll

Payroll for small businesses can be a nightmare when having to deal with various laws and the IRS. We offer payroll solutions to meet your business needs so you can get back to your business. We offer two payroll processing options to suit your business needs.


Comprehensive payroll services will take care of all your payroll processing or after-the-fact payroll services.

Holding A Paycheck — Okmulgee, OK — Greg Marriott CPA PLLC

Why Outsource Your Payroll?

Cost-Effective

Time Saver

Worry-Free Payroll Tax Filing

Allows You to Focus Elsewhere

Comprehensive Reports

Compilations

We offer two levels of assurance to meet your business needs. Stockholders, creditors, and private investors need to have accurate financial positions of your company.

Compilation

These compilations do not require analytical procedures or inquiries of management. We only rely on our knowledge or accounting principles and an understanding of your business.

Cash Flow Management

Our team will help you by developing a cash flow projection for you. We can help develop both short-term and long-term cash flow projections to help you develop a capital strategy to meet your business needs.

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Our services allow you to

Know where, when, and how your cash needs will occur

Know the best sources for meeting your additional cash needs

Be prepared to meet these needs when they occur

Bank Financing

Do you need money to grow your business? We can help you prepare and organize your documents to help you meet with lendors.

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We can help with:

Executive Summary

Pro-Forma Cash Budgets and Financial Statements

Owners Personal Financial Statements

Representation

Strategic Business Planning

A strategic business plan can help clarify the direction that your business is going in. They are helpful when you’re starting a new venture, expanding a current organization, buying a new business, or turning around a declining business. These plans will provide a blueprint that describes your company, products, competitive environment, management team, financial health, and business risks.

New Business Formation

Are you thinking of owning or starting a business? A plan needs to be put into action and our team will help you avoid common mistakes.


We help you...
Prepare an initial business plan to clarify your marketing, management, and financial plans.
Determine your start-up capital needs.
Evaluate and quantify your borrowing power so you know how much money you can get your hands on if needed.
Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate.
Establish procedures to monitor and control costs.
Prepare and file the application for your Federal Employer Identification Number.
Provide payroll and payroll tax filing services
Comply with employment laws.
Set up an accounting system to properly report and monitor your business activity.

 Non-Profit Organizations

Our team can help you maintain and setup your non-profit organization’s tax exempt status by handling all IRS reporting for you. Each year the IRS requires very specific items to be submitted with a Form 990. Those items include income statement, balance sheet, functional expense statement, individual program expense statement, and revenue support schedules.

Signing Of A Contract — Okmulgee, OK — Greg Marriott CPA PLLC

We will:

Review and compile your financial statements

Design, install, and maintain your accounting system

Preparation of payroll

Payroll tax preparation and deposits

Prepare and file 990 and 990T tax forms

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