Our Services

Smart, Simple Solutions for Real Business Owners

At Cates Tax Plus, we do more than crunch numbers - we give you peace of mind. Our cloud-based bookkeeping and business support services are designed to help you stay organized, save time, and keep more of what you earn. Here’s how we help:

Build Your Own Bookkeeping

Bookkeeping, Your Way

Think of it like a financial charcuterie board - grab the payroll, skip the tax prep, double up on reconciliation. Whatever you need, we’ll build a custom plan: that fits just right.

Cash or Accrual Basis Bookkeeping
P&L, Balance Sheet, Cash Flow Statements
Standard or Custom Chart of Accounts
Transaction Categorization
Bank and Credit Card Reconciliation
Payroll via Gusto
Weekly Email Updates

Add Ons: Book Clean Up,

Bookkeeping & Reconciliation

No more spreadsheets, shoeboxes, or guessing where your money went. We provide accurate, timely bookkeeping so you always know what’s going on with your business finances. Monthly reports? Clear. Categorization? Clean. Chaos? Canceled.

We’ll match every transaction to the penny - bank accounts, credit cards, PayPal, you name it. Our reconciliation process ensures your financial records are accurate, complete, and audit-ready at all times. No gaps. No guesswork.

Payroll

Whether you’ve got one employee or twenty, we make payroll painless. We handle the setup, processing, and reporting - so your team gets paid on time, and you stay compliant with all the rules and regulations.

Software Setup and Training

Not sure how to get started with QuickBooks, Xero, or Gusto? We’ve got you. As certified advisors, we help you choose the right tools, set them up properly, and actually understand how to use them—without the tech headache.

Tax Preparation

Let’s take the stress out of tax season. We offer small business and personal tax prep, ensuring you get every deduction you qualify for and stay in good standing with the IRS. No last-minute scrambling, just solid, year-round support.

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