Financial Clarity to Grow
Your Small Business
Your Journey to Success Begins Here
Financial Solutions for Small Business
The support you need to take your business to the next level.
Are you feeling overwhelmed and struggling to gain control of your finances?
At Basswood, we know that running a small business means wearing a lot of different hats. It's difficult to grow your business when you're stuck managing payroll, preparing sales tax reports, and stressing about how much money you'll have at the end of the month.
That's why we exist—to simplify complexities and provide the clarity you need to make confident decisions about your future. Let us be the partner you trust to bring your goals into focus and turn them into reality.
Get more from your management system
Our team of certified QuickBooks ProAdvisors will tailor your setup so it actually works for your business. Enjoy on-the-go access to financial insights and performance metrics with the QuickBooks Online mobile app and custom dashboards.
About Basswood
Every business journey comes with twists, turns, and unexpected challenges—but you don't have to navigate them alone. Since 2018, Basswood has helped small business owners chart a clear path toward stability, growth, and success.
Through personalized coaching, best-practice guidance, and ongoing support, we empower small business owners to take control of their finances and pursue their goals with confidence. Our long-term partnerships are built on mutual trust, ensuring you have the clarity to make informed decisions and the peace of mind that comes with knowing your business is in good hands.
What can Basswood do for You?
Our all-in-one engagements include the essential services your business needs to grow. We focus on keeping your financial data organized, your employees paid, and your business in compliance with governing agencies.
QuickBooks Online Setup
Basswood leverages QuickBooks Online to streamline your operational processes by configuring the system to work for you and meet your specific needs.
Insights at Your Fingertips
We reconcile accounts each month to provide you an accurate snapshot of your current financial health. Access dashboards and reports anytime and anywhere with the QuickBooks mobile app.
Tax Preparation & Filing
By tracking your business activities throughout the year and consistently organizing your transactions, we optimize the tax filing process—reducing stress and producing more accurate returns.
Consistent Bookkeeping
Enjoy the benefits of a dedicated QuickBooks ProAdvisor with in-depth knowledge of your business operations. They keep your books up-to-date by consistently organizing your transactions.
Complete Payroll Management
In addition to delivering accurate and timely pay for your employees and contractors, we facilitate the tax withholdings and reporting requirements to keep you in compliance with federal and state agencies.
Personalized Business Advisory
We prioritize long-term relationships rooted in trust. Getting to know you and your business allows us to advise you on best practices and support you in making confident decisions about your future.
Aligned for Successful Partnership
We believe that the right partnership is the key to lasting financial success. Our services are designed for business owners who are committed to building a strong financial foundation, staying compliant, and making informed decisions that drive growth. If you’re looking for a strategic financial partner to help you navigate the complexities of business ownership, you’re in the right place.
01
S-Corp Structure
Choosing the right business structure is essential for financial efficiency and long-term success. We specialize in working with S-Corporations, ensuring compliance with payroll, tax, and reporting requirements unique to this entity type. If your business operates under a different structure, we can guide you through the process of electing S-Corp status to optimize tax benefits and enhance financial management. Our expertise helps you stay compliant and strategically positioned for growth.
02
Big Picture Perspective
Financial success isn’t built on isolated tasks—it requires a comprehensive, well-managed system. Basswood takes a holistic approach to financial organization, integrating bookkeeping, payroll, and tax management into one seamless engagement tailored to your business. This all-in-one strategy ensures that every financial decision is backed by accurate data, giving you a clear picture of your business health and eliminating the stress of juggling multiple service providers.
03
Growth Mindset
Sustainable success requires adaptability and informed decision-making. Basswood partners with business owners who are ready to take control of their financial future and implement best practices that support long-term growth. Our services are designed to empower you with the knowledge and tools needed to make strategic decisions—not just fix problems as they arise. If you’re committed to evolving with your business and leveraging expert guidance, we’re here to support your journey every step of the way.
Solving Common Problems
I wish I had more interaction with my CPA.
Regular communication is vital to a successful partnership. At Basswood, we provide ongoing support and proactive guidance, through dedicated Account Managers, to keep you informed and confident about your business finances.
I'm too busy to focus on business growth.
Managing financial tasks shouldn't take you away from growing your business. Basswood streamlines bookkeeping, payroll, and compliance into a single service engagement, so you can focus on what matters.
I'm not sure where all of my revenue is going.
Revenue without insight can feel like a black hole. With financial reports, like a statement of cash flow, you can see exactly where your money is going. We help you establish strategies for staying in the black and in control of your spending.
I don't know how to lower my taxes.
High taxes aren't a mystery—they're a puzzle we can solve. Our team helps you optimize deductions, structure payroll correctly, and implement proactive strategies to reduce your tax burden. We focus on aligning your operations with your financial goals.
I need help understanding my finances.
Understanding your numbers allows you to make better business moves. We deliver accurate, up-to-date financial management reports and expert insights to help you identify potential risks and opportunities, so you can plan with confidence.
I need help using QuickBooks.
QuickBooks Online is a powerful tool (when used correctly). Our team of QuickBooks ProAdvisors will customize your setup, provide hands-on training, and ensure you're getting the most of your system.
