The Complete Financial Back Office, Under One Roof
Bookkeeping, tax, payroll, and CFO advisory in one engagement. Whitfield & Greene keeps the numbers current, compliant, and pointed at the plan.
Bookkeeping
Decisions are only as good as the books behind them. We keep yours reconciled, current, and ready to answer questions the day you ask them.
Monthly Close & Reconciliation
Bank, credit card, and loan accounts matched and closed on a schedule you can set a watch to.
Accounts Payable & Receivable
Vendors paid on time, invoices followed up, and cash moving in the right direction.
Catch-Up & Cleanup
Behind by months or years? We bring the books current and leave them organized.
Software Setup & Support
QuickBooks and the tools around it configured, cleaned up, and taught properly.
Tax Planning & Preparation
The best tax outcomes are decided long before the deadline. We plan through the year so the return simply confirms the strategy.
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, not the one before it.
Proactive Tax Planning
Mid-year strategy sessions that surface elections, timing moves, and savings while they still count.
Payroll
Payroll is a promise to your team. We run it accurately, deposit and file every tax, and keep you compliant wherever you hire.
Payroll Processing
Dependable 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 IRS on time, every January.
New Hire & State Setup
Onboarding, withholding, and state registrations handled from the first offer letter.
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.
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.
Margin & 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.
Financial Reporting
A report should end with you knowing what to do next. We deliver clean monthly statements and walk through what changed and why.
Monthly Financial Statements
Profit and loss, balance sheet, and cash flow on a schedule you can count on.
Management Reports & KPIs
The handful of numbers that drive your business, tracked month over month.
Lender & Investor Packages
Clean, credible financials formatted for banks, boards, and backers.
New Business Setup
The choices you make in month one echo for years. We put the entity, the accounts, and the calendar in place so you never have to unwind them.
Entity Selection & Formation
LLC, S corp, or something else: we help you pick the structure that fits and file it.
EIN & State Registrations
Federal and state registrations completed correctly the first time.
Chart of Accounts & Systems
A clean chart of accounts and the right tools from your very first transaction.
First-Year Compliance Calendar
Every filing deadline for year one, mapped out before it sneaks up.
Not Sure Where To Begin?
Tell us where the books stand today. We will map the right level of support in one conversation, no pressure and no jargon.