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Financial Services

At Crossroads Business Services, we provide financial services for businesses and individuals. We have 30 years of experience helping clients with accounting, tax services, tax returns, bookkeeping, and financial planning. Contact us to schedule a consultation.


There are minimum requirements for all businesses, from the smallest home based businesses to the largest multibillion dollar corporations. Bills must be paid, income must be tracked, and you must reconcile your records with your bank statements. Not only are these the minimum requirements to comply with the various federal, state, and local laws, but they also allow you to determine if your business is turning a profit.
  • Do you have an effective system for tracking income and expenses?
  • Are you capturing all of your expenses?
  • Is your system efficient or do you spend hours wading through bills and receipts to do your own accounting?
  • Are you entering the same data two or three times?
  • Are you entering anything at all?
  • Strategic Business Planning
  • New Business Formation
  • Payroll
  • Compiled Financial Statements
Tax Services/Returns 
(Federal, State & Local)
  • Partnership
  • Corporation
  • Limited Liability Company (LLC)
  • Nonprofit Organization
  • Trusts
  • Estates
  • Gifts
  • Sales/Use Tax
  • Personal Property Tax Statements
  • Unclaimed Property Reporting
  • Payroll
  • Heavy Highway Vehicle Use
  • Electronic Federal Tax Payments
  • Cash Receipts/Disbursements
  • General Ledger
  • Trial Balance
  • Payroll
  • Bank Reconciliation
  • Check Register
  • Federal, State, and Local Tax Returns
  • Financial Planning including:
    • When to take Social Security: age 62, 63, 64, or full retirement age?
    • Have you taken advantage of historically low interest rates?
    • Are you prepared to live 30 years in retirement? (Historically, inflation has averaged 3%. At that rate, gas that costs $3.50/gallon will be $8.50 in 2042.)
    • Have you updated your plans for births, deaths, marriage, or divorce?
    • Have you considered chronic illnesses or cognitive impairment as you age?
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