Why Every Business Needs an Accredited Business Accountant

A truly accredited business accountant is more than a number-cruncher—they reduce risk, protect your data, and convert financials into confident decisions. At Henriquez Accounting & Tax Services, our credentialed team (e.g., Enrolled Agent) pairs monthly bookkeeping with quarterly tax planning and year-end compliance so you stay audit-ready and profitable. Explore our Bookkeeping, Outsourced Controller/CFO, Tax Preparation, and Business Consulting.

What “Accredited” Actually Means

• Recognized credentials: Enrolled Agent (EA) or Certified Public Accountant (CPA) with the authority and training to handle complex tax/accounting matters.
• Ethics & continuing education: annual/biannual CPE requirements and enforceable ethical standards.
• Representation rights: EAs/CPAs can represent you before the IRS on audits, collections, and appeals.
• Process & controls: documented monthly close, workpapers, and data-retention policies.
• Security posture: secure file exchange, multi-factor authentication, e-file controls (EFIN), and least-privilege access.

Why Your Business Needs an Accredited Accountant

• Lower risk: accurate coding, reconciliations, and documentation that stand up to scrutiny.
• Maximized deductions & credits: entity strategy, depreciation/bonus, retirement plans, and industry-specific breaks.
• Clean estimates: accurate quarterly projections prevent penalties and cash crunches.
• Decision-grade reporting: timely P&L, Balance Sheet, Cash Flow, and KPIs—every month.
• End-to-end support: from cleanup to returns (1120S/1065/1120; 1040 Schedules C/E) and IRS/state notice handling.

Our Cadence (Month–Quarter–Year)

Monthly

• Reconcile bank/credit/merchant processors; clear Undeposited Funds and suspense.
• Deliver statements and KPI snapshot; lock prior periods.
• AR collections cadence; AP batching/approvals; update the 13-week cash forecast.

Quarterly

• Estimated tax projections & vouchers; payroll/sales tax reviews.
• KPI review: margins, runway/DSCR, DSO/DPO/DIO; pricing checkups.
• Entity and compensation tune-ups (e.g., S-Corp reasonable comp) where applicable.

Annually

• 1099-NEC/1099-MISC e-filing; fixed-asset roll-forward & depreciation.
• Business/owner returns and year-end tax strategy for the next year.

Security & Compliance You Should Expect

• Secure portals: encrypted file exchange and e-sign workflows (no sensitive info via plain email).
• Access controls: MFA, role-based permissions, device policies, and documented offboarding.
• E-file governance: controlled EFIN usage and audit trails for submissions.
• Data retention: retention schedules and safe destruction for expired records.

How to Verify a Professional

• Ask which credential they hold (EA/CPA) and confirm current standing with the appropriate registry or board.
• Request CPE highlights for the past year and a summary of their security practices.
• Confirm written scope, deliverables, response times, and pricing before work begins.

Common (Costly) Mistakes We Fix

• Late/incorrect quarterly estimates → penalties and interest.
• Wrong entity choice or late S-Corp election → excess self-employment tax.
• Unreconciled accounts and weak documentation → missed deductions and audit risk.
• Sales/use tax and multi-state issues for e-commerce → surprise liabilities.

Rule of Thumb: If your accountant can’t explain their credential, security controls, and close cadence in writing, keep looking.

What You’ll Get When You Work With Us

• Accurate books and reconciliations—every month.
• Quarterly tax projections and on-time vouchers.
• Return preparation: 1120S/1065/1120 and 1040/Schedule C/E, plus 1099 filings.
• Owner dashboard: margins, cash runway, and tax-ready KPIs.
• Secure portal, e-sign, and notice resolution with IRS/state DOR.

 Book a 30-Minute Consultation

FAQs

What’s the difference between an EA and a CPA?

Both are accredited. EAs focus on federal taxation with nationwide practice rights; CPAs are licensed by states and may offer a broader range of audit/assurance services in addition to tax.

Does “accredited” mean better tax savings?

It means proven training and standards. Results come from a disciplined process: accurate books, proactive planning, and timely filings—what accredited pros are built to deliver.

How do I know my data is safe?

Ask about encryption, MFA, secure portals, limited EFIN access, and retention policies. We document these controls and keep them current.

Can you work with my existing bookkeeper?

Yes. We often handle tax strategy/returns and controls while your internal or third-party bookkeeper manages day-to-day coding—then we review and close monthly.

What will onboarding look like?

Week 0–1: access & checklist; Weeks 2–4: cleanup & reconciliations; Month 2+: steady close cadence, quarterly projections, and a simple owner dashboard.

Ready for accredited, year-round support?

From monthly books to quarterly estimates and year-end returns, we keep your business compliant, secure, and optimized. Talk to an Enrolled Agent today. Schedule Consultation