Client Accounting Services

Overview

Breault & Co. offers practical accounting and bookkeeping to support individuals and businesses in staying organized throughout the year. Our goal is to ensure clients keep reliable records, meet their compliance requirements, and remain ready for tax filings without stress.

We treat bookkeeping as a natural companion to tax planning and preparation. Our goal is to offer clients an extra layer of support, helping clients stay on track while keeping our core focus on trusted tax guidance.

Our Process

1. Initial Review & Setup

We evaluate your existing records and systems and build a bookkeeping structure that stays aligned with your tax and compliance needs.

2. Ongoing Support

We provide the covered services according to the agreed scope, keeping your financial information organized and ready for tax preparation.

3. Review

Your records are periodically reviewed and coordinated with your tax preparation, helping ensure smoother filings and fewer surprises.

4. Ongoing Compliance

We are there when you need us all year-round.

Explore Our Packages

Each tier combines bookkeeping, tax alignment, and year‑round support to match your business’s activity level, needs, and complexity. You can select the tier that feels right for your business or meet with us for a free consultation, and we’ll walk through your options together.

Business Essential

For small, simple businesses focusing on compliance

✓ Monthly Bookkeeping & Account Reconciliation

✓ Annual Review & Consultation

✓Regulatory Filing Requirements: 1099

✓ Sales Tax Filings & Business Compliance

✓ Owner Compensation Planning

✓ Payroll Processing & Administration

✓ Selection, Installation, and Setup of Accounting Software

✓ Ongoing Support

Business Pro

For business with higher complexity and volume

✓Monthly Bookkeeping & Account Reconciliation

✓Annual Review & Consultation

✓Regulatory Filing Requirements: 1099

✓ Sales Tax Filings & Business Compliance

✓ Owner Compensation Planning

✓ Payroll Processing & Administration

✓ Selection, Installation, and Setup of Accounting Software

✓ Ongoing Support

Business Premium

For clients seeking a higher-level advisory relationship

✓Monthly Bookkeeping & Account Reconciliation

✓ Periodic Review & Consultation

✓ Regulatory Filing Requirements: 1099

✓ Sales Tax Filings & Business Compliance

✓ Financial Statements & General Ledger Maintenance

✓ Owner Compensation Planning

✓ Payroll Processing & Administration

✓Business License Renewals

✓ Selection, Installation, and Setup of Accounting Software

✓ Ongoing Support