Services

How We Help

1

Start With a Real Conversation

We kick things off by talking like humans, not spreadsheets. Tell us what’s keeping you up at night — IRS letters, messy books, cash flow worries — and we’ll skip the fluff and get straight to your pain points.

2

We Clean It Up

No judgment, no jargon. We roll up our sleeves and dive into your receipts, statements and software to bring everything current. You get a clean financial foundation — without the sugar‑coating — and the peace of mind that comes with it.

3

Strategy Meets Systems

Once your numbers are accurate, we go to work finding tax breaks and plugging automation into your workflow. We build dashboards that tell you what’s happening in real time, so you can make decisions with confidence instead of guessing.

4

Ongoing Partnership

We stick around year‑round — not just at tax time. Expect monthly insights, blunt advice and a team that actually answers the phone. We’re here to keep your business strong and your stress low without the runaround.

Our Services

No‑Fluff Financial Recordkeeping & Advisory

We turn confusion into clarity with accurate, timely financials. You’ll get monthly or quarterly reports that actually mean something — not just stacks of paper. We show you what the numbers really say so you can make smart moves every day.

Strategic Tax Moves & Filings

We don’t just file; we plan. From S‑corps to side gigs, we work year‑round to minimize what you owe and keep you compliant. You’ll know what’s owed and when, and you’ll never pay more than necessary — because we cut through the BS.

Payroll Done Right & On Time

Your people deserve to be paid correctly and on time. We handle payroll processing, wage reporting and filings while keeping you on the right side of the law. No messes, no surprises — just paychecks done right.

Growth Advisory & Automation That Works

Ready to scale? We provide CFO‑level guidance and build systems that automate your workflow. Our dashboards track cash flow, KPIs and forecasts so you can make faster, better decisions and run your business like you mean it.

Launch & Structure Strategy

Starting fresh? We’ll help you choose the right entity (LLC, S‑corp, partnership or corporation), file the paperwork and build your accounting foundation from day one. A solid structure now means fewer headaches later.

YOUR STORY, OUR MISSION

At Wood & Sons, we don’t see you as a “case” or a “client number.” We see someone building something important and deserving clear, proactive financial guidance.

Let’s make your numbers make sense — and build a stronger business together.

Got 15 minutes? Get straight answers on your books.