Services Built Around Your Numbers

Bookkeeping, tax, payroll, and advisory under one roof. Every Alder & Finch engagement is built on clean books, clear communication, and pricing you approve before work begins.

Clean Books, Every Month

Bookkeeping

Good decisions start with numbers you can trust. We keep your books reconciled, categorized, and current, so the story of your business is always up to date.

Monthly Close & Reconciliation

Bank, card, and loan accounts matched and closed on the same schedule every month.

Accounts Payable & Receivable

Bills paid on time and invoices followed up, so cash keeps moving in the right direction.

Catch-Up & Cleanup

Months or years behind? We bring everything current and leave the books organized.

Reporting You Can Read

Clear monthly statements delivered with a plain-language note on what changed and why.

A Plan Before The Deadline

Tax Planning & Preparation

The best tax outcomes are decided months before the filing date. We plan through the year, so the return simply confirms a strategy you already understand.

Business Tax Returns

Accurate federal and state filings for S corps, C corps, partnerships, and sole proprietors.

Individual Tax Returns

Owner returns prepared alongside the business, so nothing slips between the two.

Quarterly Estimates

Payments sized to the year you are actually having, reviewed each quarter.

Proactive Tax Planning

Mid-year sessions that surface elections, timing moves, and savings while they still count.

On Time, Every Cycle

Payroll

Payroll is a promise to your team. We run it accurately, deposit and file every payroll tax, and keep you compliant in every state where you hire.

Payroll Processing

Reliable pay runs for employees and contractors, every cycle, in every state.

Payroll Tax Deposits & Filings

Federal and state payroll taxes calculated, deposited, and filed without a missed date.

Year-End W-2s & 1099s

Forms out to your people and the agencies on time, every January.

New Hire & State Setup

Onboarding, withholding, and state registrations handled from the first offer letter.

A Finance Partner At The Table

CFO & Business Advisory

When the decision is big, the numbers should be in the room. We bring CFO-level thinking to pricing, hiring, financing, and growth, without the full-time hire.

Cash Flow Forecasting

See the next two quarters coming, so slow months never arrive as a surprise.

Budgets & Projections

A realistic plan for the year ahead, reviewed and adjusted as the year actually happens.

Profitability Analysis

Find out which products, services, and clients truly earn their keep.

Financing & Transaction Support

Credible numbers and a steady hand for loans, investors, acquisitions, and exits.

Prepared Before Anyone Asks

Audit Readiness

An audit or lender review should never catch you off guard. We keep records organized, workpapers clear, and support ready long before anyone requests them.

Records & Workpaper Organization

Every balance supported by clean, well-labeled documentation an examiner can follow.

Internal Controls Review

Simple, practical controls that reduce errors and stand up to outside scrutiny.

Lender & Investor Packages

Credible financial packages formatted for banks, boards, and backers.

Examination Support

If a notice arrives, we manage the response and sit beside you through the process.

Every Deadline, Tracked

Compliance & Filings

Registrations, sales tax, and annual filings each carry their own calendar. We track every date and file well ahead of it, so nothing arrives as a surprise.

Sales & Use Tax

Registrations, calculations, and filings handled in every state where you owe them.

Annual Reports & Renewals

State reports, licenses, and registrations renewed and filed on schedule.

1099 & Information Returns

Year-end information filings out to recipients and agencies on time.

Compliance Calendar

One shared calendar of every obligation, mapped out a full year ahead.

Not Sure Which Service Fits?

Tell us where the books stand today, and we will map the right level of support in one honest conversation. No pressure, no jargon.

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