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Year-end checklist
Bookkeeping, payroll & tax for owners
Services

One firm, so the pieces actually connect.

Most owners are stitching together a bookkeeper, a tax preparer and a payroll provider who never speak to each other. These connect — which is the entire point.

Why these are sold together rather than separately

Most owner-led businesses end up with a bookkeeper, a tax preparer and a payroll provider who have never spoken to each other. Each does their part correctly, and the gaps appear at the joins.

The joins are where the expensive problems live. A tax return is only as good as the books it was built from. A planning conversation is only possible if the record is current. Owner compensation is simultaneously a payroll question, a bookkeeping question and a tax question, and getting a consistent answer requires someone who can see all three.

That is the argument for keeping the work in one place — not convenience, but that the pieces genuinely depend on each other. Where they are split, the most common failure is not an error by anyone. It is each party reasonably assuming another has dealt with something.

Where to start if you are not sure

Almost everything begins with the record, because almost everything depends on it.

If the books are behind or have never reconciled, that is the first piece of work — a catch-up, scoped and priced after looking at what exists. If they are current, monthly bookkeeping keeps them that way and makes everything downstream possible. Tax preparation reports the year; tax planning examines one still open, and it is only meaningful on reliable books. Advisory is the recurring conversation about what the numbers mean, and it has the same prerequisite.

Owners often want to start at the other end, usually at tax time because that is when the pain is sharpest. That is understandable and it tends to mean the first task is fixing a year of records under deadline pressure.

What is scoped in writing before anything starts

Every engagement here begins with a written scope and a price, based on an actual look at your situation rather than a package chosen from a page.

That document is what governs the work: what is included, what is not, what we need from you and when, and what you receive. It exists because the words used in this industry are unreliable — two providers can both offer monthly bookkeeping and mean substantially different amounts of work.

It is also why you will not find prices on this site. A figure quoted before seeing the state of your records is a guess, and a guess resolves either as a revision later or as corners cut to make the original number work.

What sits outside this practice

Being clear about boundaries is more useful than a broad claim, and there are several worth stating plainly.

Legal advice is not part of this. Entity and structure questions frequently have legal dimensions, and a lawyer's view is often part of the process rather than an alternative to it. Audit and attestation work is a separate engagement performed under separate professional standards and is not offered here. Payroll is coordinated with an external provider, and who performs which task is agreed in writing before any work begins rather than described on a web page.

And we will not tell you that you need a service you do not. Some businesses need an annual return and a conversation, and saying so is part of the job.

Working with a practice in North Easton

Murphy works from an office at 187 Washington Street in North Easton, in the town of Easton, Bristol County, Massachusetts.

A Massachusetts business has state obligations alongside its federal ones, administered separately and on their own schedules. The same underlying records support both, which is another reason to keep the work together rather than split across providers who do not communicate.

The other practical difference is reachability. The mechanics of bookkeeping travel perfectly well; the conversation about what the numbers mean travels less well, and for that a local practice is easier to actually use.

Whether we are the right fit depends on your business rather than your address. If you are elsewhere in Massachusetts, ask.

Not sure which of these you need? Tell us how the business is set up and we will tell you what we would do first — including if the answer is that you do not need much. Please do not send Social Security numbers or tax documents through the form.

Not sure which

Start with a conversation, not a service.

Tell us how the business is set up and what is currently a mess. We will tell you what we would do first — including if the answer is that you do not need much.

Please don't send Social Security numbers or tax documents through this form.

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