SSteele Accounting ServicesAccounting for Business Owners

Services

Accounting work has value when the owner knows what changed because of it.

Steele Accounting Services organizes work into three engagement types. The scope, cadence, and any packaged pricing are finalized after a conversation with Jake — no service is published here that he has not confirmed the firm delivers.

01

Establish Reliable Records

For business owners who cannot trust the current numbers, are behind on the books, or need the accounting system rebuilt on a stable base.

[Confirm final scope with Jake]

Who it is for

Owners rebuilding after a bookkeeping gap, migrating systems, or preparing for a lender, tax filing, or transaction.

What triggers it

The reports don't reconcile, the ledger is stale, or nobody currently owns the close.

What is included

  • Diagnostic review of current records and workflows
  • Cleanup and reconciliation to a defensible starting point
  • Ongoing bookkeeping and monthly close
  • Chart-of-accounts and accounting-system configuration

What the client provides

Access to the accounting system, current source documents, and a point of contact inside the business.

What the client receives

A reconciled ledger, a monthly close on schedule, and a clear picture of where the numbers stand.

Talk to Jake about this engagement

02

Prepare for Obligations

For owners with tax, payroll, or compliance deadlines that need to be met accurately and on time — where Jake is engaged and qualified to perform the work.

[Confirm which filings Steele handles directly vs. refers — do not list credentials Jake has not verified]

Who it is for

Businesses with recurring filings, payroll runs, sales tax exposure, or upcoming deadline pressure.

What triggers it

A deadline is approaching, a filing was missed, or the current preparer no longer fits.

What is included

  • Deadline calendar and filing checklist
  • Preparation and delivery of required filings
  • Coordination with any outside preparers or authorities
  • Documentation retained inside the client portal

What the client provides

Prior filings, current registrations, and authority to represent the entity where applicable.

What the client receives

Filings prepared on schedule, with the underlying support retained and accessible.

Talk to Jake about this engagement

03

Support Owner Decisions

For owners who need the ledger to answer an operating question: what can we afford, where is cash going, is pricing still working, what needs attention before the next decision.

[Confirm advisory scope, cadence, and any package pricing with Jake before publishing]

Who it is for

Owners running the business day-to-day who want a working reporting rhythm and a direct conversation about what the numbers mean.

What triggers it

The reports arrive too late to matter, or don't answer the question the owner is actually asking.

What is included

  • Monthly or quarterly reporting package built around the owner's questions
  • Cash-flow review and forecast conversations
  • Budget vs. actual review
  • Advisory calls at a set cadence with Jake

What the client provides

Clean underlying records (or scope to establish them first), and a willingness to name the real question.

What the client receives

Reporting the owner uses, and a running conversation with Jake about what to do next.

Talk to Jake about this engagement

Pricing

Set after the conversation.

Package structure and fees are proposed only after Jake understands the business and the scope. No standard rate sheet will be published until Jake approves it.