Our Services

What We Offer At InstAccounting

Your Trusted Accounting Partner

Bookkeeping, Compliance, and Growth Strategy in One Place

At InstAccounting, we go beyond basic bookkeeping. We provide real support, strategic insight, and full compliance services to help your business grow with confidence. Whether you’re just getting started or scaling quickly, our services are designed to meet you where you are — and take you further.

Bookkeeping & Financial Reporting

Clean, consistent books — month after month.
  • Monthly transaction categorization
  • Bank, credit card & loan reconciliations
  • Financial statements (P&L, Balance Sheet, etc.)
  • Clean-up & catch-up bookkeeping
  • CPA-ready reporting
  • Job costing & project-based financials
  • Budget vs. actual tracking
  • Custom cash flow analysis

Advisory & Strategic Support

Insight that helps you grow — not just stay organized.
  • Fractional CFO support
  • Expense analysis & cost control strategies
  • Profit margin and revenue tracking
  • Financial forecasting & growth planning
  • Quarterly performance reviews
  • Cash reserve planning
  • Financial goal setting and tracking

Business Entity Setup & Structuring

Start your business right — or pivot smartly.
  • LLC formation support
  • EIN application assistance
  • State business registration guidance
  • S-corp election filings (Form 2553)
  • Entity type recommendations based on your goals
  • Transition support from sole proprietorship to LLC/S-corp

Tax Compliance & Filings

Stay on top of every deadline — and penalty-free.
  • Payroll tax filing management
  • 1099 tracking + year-end Form 1099-NEC/MISC filing
  • Sales tax tracking and filing
  • Estimated tax payment coordination
  • Insurance audit support
  • Direct collaboration with your CPA

Payroll & Compensation Support

Ensure smooth payroll and accurate records.
  • Payroll software setup (QBO Payroll, etc.)
  • Monthly/quarterly payroll tax filings
  • Owner compensation tracking
  • Employee vs. contractor classification
  • Year-end W-2 and 1099 support

Compliance & Back Office Support

So nothing falls through the cracks.
  • QBO setup and chart of accounts customization
  • Audit-ready financial recordkeeping
  • Collaboration with legal/tax professionals
  • Internal SOPs for your bookkeeping systems

Real Support from a Real Professional

Accounting with a human touch.
  • Live Zoom or video chat sessions
  • In-Person Meetings as needed
  • Responsive email and text support
  • Monthly client check-ins and reports
  • Onboarding for new businesses
  • Personalized guidance every step of the way

Optional Add-Ons

  • Accounts Receivable / Accounts Payable tracking
  • Inventory tracking setup
  • Historical reconstruction for prior years
  • Bookkeeping staff training
  • Custom reporting dashboards

Need a professional?

Call us today at (903) 821-1172
If you're ready to stop guessing and start scaling, let’s talk.
Contact Us Now

Need a professional?

Call us today at (903) 224-2601
If you're ready to stop guessing and start scaling, let’s talk.
Contact Us Now