Bookkeeping & Consulting Services in Wendell, NC
Financial Clarity and Support for Wendell’s Small Business Community
From historic Downtown Wendell to the vibrant new developments along Wendell Falls Parkway, small businesses in Wendell, NC are growing fast—and that growth comes with new financial responsibilities. At SBA Services LLC, I provide bookkeeping, payroll, consulting, and QuickBooks training designed for real-world entrepreneurs who need practical, no-fluff support.
Supporting Wendell Entrepreneurs with Personalized Financial Services
As a financial professional with 30+ years of experience, I work with small business owners across Eastern Wake County to streamline their finances, reduce stress, and plan for sustainable growth. Whether you run a shop in Downtown Wendell, operate a mobile service business, or manage multiple revenue streams from home, I provide remote-friendly support with a personal, local touch.
My services are built for real people—not accountants—and everything I do is focused on helping you understand and use your financials as a tool for growth.
Services for Wendell Small Businesses
Straightforward, Reliable, and Built Around Your Business
Monthly, quarterly, or annual options that include tracking income, reconciling accounts, and preparing reports to help you stay organized and tax-ready.
From paychecks and direct deposit to tax filings and W-2s, I handle payroll so you don’t have to. All fully integrated with QuickBooks.
I teach you how to manage your books confidently with QuickBooks Desktop or Online—step by step, in plain language, and at your pace.
From cash flow planning to understanding your management reports, I provide insight and strategy so you can lead your business with confidence.
I’ll help you determine reasonable compensation, evaluate your business structure, and stay compliant with IRS standards—all without the guesswork.
Frequently Asked Questions
What does your bookkeeping service include?
My bookkeeping services cover tracking income and expenses, reconciling bank and credit card accounts, and organizing your financial records so they’re clear and up to date. I also provide management reports that give you insight into your business’s financial health. Everything is done using QuickBooks, and the scope is tailored to fit how often you need support—monthly, quarterly, or annually. The goal is to reduce overwhelm and help you feel more in control of your finances.
How does your payroll support work?
I provide payroll management using QuickBooks, which includes processing employee and contractor payments, calculating taxes, and submitting required filings. I’ll also help prepare and distribute year-end forms like W-2s and 1099s. This service is ideal for small business owners who want to stay compliant without the stress of managing payroll themselves. I work with you to create a schedule and structure that fits your team’s needs.
Can you help me learn how to use QuickBooks?
Yes, I offer one-on-one QuickBooks training customized to your needs and experience level. Whether you’re brand new or just want to use the software more effectively, I walk you through the tools you actually need. Training is available for both QuickBooks Desktop and Online and is focused on real-world tasks you face in your business. Sessions are collaborative and paced so you can feel confident managing your books.
What does a business consulting session include?
Consulting sessions involve reviewing your current financials, discussing your business goals, and identifying areas where improved systems or planning could help. I provide management reports and talk you through what they mean so you can make better decisions. We’ll look at things like cash flow, spending patterns, and growth planning. The goal is to give you a clearer understanding of your business, not just more numbers.
What is “reasonable compensation” and why is it important for S-Corps?
If you’re structured as an S-Corp, the IRS requires that you pay yourself a reasonable salary for the work you do. I help you figure out what that salary should be using industry data and tools that account for your role, responsibilities, and business type. Getting this right is important for both compliance and smart tax planning. I’ll walk you through the process so you feel informed and supported—not overwhelmed.