Integrity Accounting & Tax LLC provides accounting, tax preparation and planning, Controller, and Fractional CFO services for businesses in the Yakima Valley, throughout Central Washington, and remotely across the U.S.
These FAQs explain the differences, timing, and practical use of each service so you can understand what level of financial support fits your business.
Bookkeeping focuses primarily on recording and organizing financial transactions, reconciling accounts, and maintaining accurate financial records.
Controller services go a step further by providing financial oversight, analysis, and management-level reporting.
While bookkeeping tells you what happened financially, Controller services help you understand why it happened and what it means for your business.
Our Controller-level services may include:
Controller services are particularly valuable for growing businesses that need more sophisticated financial management but do not require a full-time Controller.
Possibly. Many businesses have capable bookkeepers but still need higher-level financial oversight, reporting, and analysis. A Controller helps ensure financial information is accurate, meaningful, and used effectively to support business decisions.
Businesses often benefit from Controller services when they experience growth, increasing financial complexity, cash flow challenges, staffing limitations, or a need for stronger financial reporting and accountability.
Yes. Most Controller services can be provided remotely using cloud-based accounting systems and reporting tools. This allows businesses to access experienced financial leadership without the expense of a full-time, in-house Controller.
Every business has unique needs. Controller service engagements are customized based on the size, complexity, and level of support required. We would be happy to discuss your specific situation during a call.
Absolutely. Budgeting and cash-flow forecasting are important tools for managing profitability, planning for growth, and avoiding unexpected financial challenges.
We work with business owners to develop realistic financial budgets, evaluate historical performance, and project future financial needs.
Our services may include:
A budget establishes financial expectations, while a cash-flow forecast helps you understand when money is expected to enter and leave your business.
Together, these tools provide greater visibility into your company’s financial position and help you make proactive decisions rather than reacting to financial surprises.
Our goal is to help you understand not only where your business stands today, but where it is headed tomorrow.
A Controller focuses primarily on financial reporting, accounting operations, budgeting, and financial oversight. A CFO focuses on strategy, growth, profitability, cash flow planning, and helping business owners make informed decisions about the future of the business.
A Fractional CFO provides executive-level financial leadership on a part-time or contracted basis, allowing businesses to access CFO expertise without the cost of hiring a full-time executive.
A small business may benefit from a Fractional CFO when financial decisions become more complex and the owner needs strategic financial guidance beyond traditional accounting and bookkeeping.
Common signs include rapid business growth, inconsistent cash flow, declining profitability, difficulty establishing budgets, or uncertainty about major financial decisions.
A Fractional CFO provides high-level financial leadership without the cost of hiring a full-time executive.
Our Fractional CFO services can help businesses with:
Our approach is designed to help business owners move from simply reviewing historical financial results to proactively managing their company’s financial future.
Every engagement is customized based on the needs of the business. Some clients require weekly involvement, while others benefit from monthly strategic planning and financial review meetings.
Absolutely. A Fractional CFO often works alongside your accountant, bookkeeper, Controller, and leadership team to provide strategic direction and ensure financial information supports business objectives.
Yes. Integrity Accounting & Tax LLC provides ongoing accounting support including reconciliations, month-end close, financial reporting, and other services based on the needs of the business.
Yes. QuickBooks Online is our primary accounting platform, and we help businesses with setup, implementation, cleanup, and ongoing accounting management.
Our QuickBooks Online services include setting up new company files, developing an appropriate chart of accounts, reconciling accounts, reviewing financial reports, correcting existing records, and improving accounting workflows.
We also assist businesses transitioning from QuickBooks Desktop to QuickBooks Online.
Whether you’re just getting started with QuickBooks or need experienced oversight of an existing system, we can help ensure your accounting information is organized, accurate, and useful for managing your business.
Absolutely! We regularly help businesses organize, correct, and catch up on incomplete or inaccurate financial records.
Whether your bookkeeping is several months behind, accounts have not been reconciled, or transactions have been incorrectly categorized, we can assess your records and develop a plan to bring everything up to date.
Our cleanup and catch-up services may include:
Once your books are current, we can provide ongoing monthly accounting services to help prevent these issues from recurring.
You don’t need perfect books to get started. That’s what we’re here to help you achieve.
Yes! Integrity Accounting & Tax LLC provides remote accounting, tax preparation, and financial advisory services to businesses throughout Washington State and across the United States.
Our virtual service model allows us to work closely with business owners regardless of their location. Through secure, cloud-based technology, we provide the same personalized attention, professional guidance, and financial expertise you would expect from a local accounting firm.
Whether your business is located in Yakima, elsewhere in Washington, or another state, we’re here to help you manage your finances and make informed business decisions.
Yes. Integrity Accounting & Tax LLC provides accounting and financial management services for construction companies, general contractors, and businesses in the skilled trades.
Construction accounting presents unique challenges, including job costing, project profitability, labor expenses, subcontractor payments, equipment costs, and cash-flow management.
We help contractors organize their accounting systems and develop financial reporting that provides better visibility into the financial performance of their business and individual projects.
Our construction accounting services may include:
Our goal is to help contractors understand their costs, evaluate profitability, and make informed decisions when bidding on projects, managing expenses, and planning for growth.
Yes. Integrity Accounting & Tax LLC provides business and individual tax preparation services.
Yes. Tax planning is available to help identify opportunities, anticipate tax obligations, and reduce surprises before filing season.
Yes. Integrity Accounting & Tax LLC offers comprehensive accounting and tax preparation services for businesses and individuals.
Our services include monthly accounting, financial statement preparation, tax return preparation, tax planning, and ongoing financial management.
By providing both accounting and tax services, we can help ensure your financial records are accurate, your tax filings are supported by reliable information, and opportunities for improved tax efficiency are identified throughout the year.
Our goal is to provide more than just accurate financial reporting and tax returns. We help clients understand their financial position, plan ahead, and make confident financial decisions.
Yes. We assist Washington businesses with Department of Revenue reporting and filing requirements.
Our services include preparing and filing Washington State excise tax returns, including applicable Business & Occupation (B&O) tax, retail sales tax, and use tax reporting.
We can also help businesses review transaction classifications, reconcile sales information, evaluate applicable reporting requirements, and identify potential filing discrepancies.
For businesses operating in multiple locations or tax jurisdictions, we can assist with organizing sales information to support accurate reporting.
Our goal is to help businesses maintain accurate records, meet filing deadlines, and reduce the risk of costly reporting errors.
Schedule a call to discuss which level of financial support is right for your business.
We can discuss your current accounting process, reporting needs, cash flow concerns, and goals so you can choose the right next step with confidence.
If you are unsure whether your business needs accounting support, Controller services, or Fractional CFO guidance, schedule a call. We will help you understand what is missing and what to prioritize next.
The documents needed will vary based on your individual or business tax situation. Generally, we will need income documents, expense information, prior-year tax returns, and any tax-related forms you receive throughout the year. Once we understand your situation, we will provide a customized checklist to help make the process simple and organized.
Yes. We regularly assist individuals and businesses with prior-year tax returns and unfiled tax obligations. Whether you are one year behind or several years behind, we can help you get caught up and develop a plan to move forward with confidence.
Yes. Integrity Accounting & Tax LLC prepares federal income tax returns for S corporations, partnerships, and other eligible business entities, as well as individual income tax returns.
Our business tax preparation services include:
We understand that business tax preparation involves more than simply entering numbers on a return. Accurate reporting requires an understanding of the business’s financial activity, ownership structure, and applicable tax requirements.
By combining accounting expertise with tax preparation and planning, we help business owners approach their tax obligations with greater confidence.
We also prepare returns for sole proprietorships, LLCs, and C corporations, working closely with business owners to ensure their returns are prepared accurately and filed on time.
Absolutely. Simple tax planning is an important part of our services. We help clients identify opportunities to reduce tax liability, plan for estimated tax payments, evaluate business structures, and make informed financial decisions throughout the year rather than waiting until tax season.
Yes. Receiving an IRS notice can be stressful, but it does not always mean there is a serious problem. We can review the notice, explain what it means, help you understand your options, and assist in responding appropriately to the IRS when needed.
Yes. We provide tax preparation and planning services for individuals, families, business owners, and companies across a variety of industries. Our goal is to provide personalized guidance based on your unique situation and financial goals.
Our fees vary based on the complexity of the return and the services required. We believe in transparent pricing and will discuss fees with you before work begins so there are no surprises.
The sooner, the better. Scheduling early gives us more time to review your information, identify any planning opportunities, and ensure deadlines are met. However, we welcome new clients throughout the year and can assist with both current and prior-year tax needs.
Many tax preparers focus only on filing returns during tax season. At Integrity Accounting & Tax LLC, we provide year-round support through accounting, simple tax planning, Controller services, and Fractional CFO services. This allows us to help clients make better financial decisions throughout the year, not just at tax time.