Your financials should work as hard as you do
Audit, review, compilation, bookkeeping, and tax — built for privately held businesses that can't afford loose books or late filings.
The Challenges You Face
You didn't start a business to manage paperwork. We handle the financial side — so you don't have to.
Banks, investors, and bonding companies don't take your word for it. They want audited or reviewed financials — and they want them fast.
Most small businesses reach a point where the books can't keep up with the business. Tax season becomes a scramble and nobody knows where cash actually stands.
Without proactive planning, you're filing returns on last year's decisions. By the time your CPA sees the numbers, it's too late to change anything.
Owner-operated businesses often run on gut feel — no monthly reports, no clear picture of margins or cash flow until something goes wrong.
You're growing — but your financial infrastructure isn't keeping up. No clean reporting, no audit trail, no way to show a lender or investor what the business is actually worth.
State filings, payroll taxes, estimated payments — small businesses miss deadlines not out of negligence but because nobody's watching the calendar. The penalties add up fast.
What We Do For You
Financial Audit
The highest level of assurance — independent examination of your financial statements, issued under U.S. GAAS.
Review Engagement
Limited assurance through analytical procedures — faster and less costly than an audit, more rigorous than a compilation.
Compilation
Professionally formatted financial statements — no assurance provided, ideal when presentation is the requirement.
Bookkeeping
Monthly reconciliation, categorization, and financial reports — clean books delivered on the same schedule every month.
Tax Service
Federal and state return preparation and year-end planning — filed accurately, on time, every time.
Why Private Companies Choose GreyWood?
- You Talk to the CPA, Not a JuniorEvery engagement is handled by experienced staff — not passed down to someone who's never seen your books. You get direct access to the people actually doing the work.
- No Onboarding TaxWe specialize in private companies. You don't spend the first three months explaining your business to us — we already understand your structure, your obligations, and what your lenders expect.
- Fixed Fees, No SurprisesEvery engagement starts with a fixed-fee letter. You know the cost before we start — no hourly billing, no scope creep, no invoice shock at the end.
- Fast Turnaround, Every TimeWe don't make you wait weeks for a draft. Whether it's a monthly report or a final audit opinion — we move fast so your business doesn't slow down.
- Built for GrowthWhether you're a two-person LLC or a mid-sized S-Corp eyeing your next financing round — our services scale with your business without switching firms.
- Deadline ObsessedFiling deadlines, report delivery, year-end close — we run on a fixed schedule and we don't miss. You'll never be chasing us for a status update.
Ready to Get Your Financials in Order?
One consultation. 15 minutes. No cost.