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Let us do the heavy lifting!


At Olivo SMB CPA Solutions we offer monthly services at a fixed monthly price.

Small and medium-sized business owners are increasingly aware of the benefits of timely financial information to their operations and livelihoods. As specialists in small business, we provide these regular monthly services:

Business Consultation

A personal discussion of your financial statements or other business matters is available when you need it and is as close as your phone.

Monthly Balance Sheet

A summary of your total business assets, liabilities and net worth at a given point in time so you can make decisions about capital expenditures, or how to improve profits.

Bank Reconciliations

A balancing out of the bank’s figures with your checkbook balance each month to ensure you are working with the correct total.

Detail General Ledger

A record of the dates, check numbers, payees and amounts of all expenses within each of your business accounts for the month and year to date.

Monthly Profit and Loss Statements


Each month you will receive comprehensive Profit & Loss Statements developed from the financial information in your business operation to give you a concise visual picture of business trends. A monthly breakdown of sales, cost of sales and expenses for the previous period, and a total for all the months of the year to date. Percentages for both helps you compare performance to the year to date and spot problem areas so you can take immediate action

Complete Tax Planning & Tax Record Preparation


Federal, state and local taxes, covering everything from sales tax to unemployment tax, social security taxes, income taxes, payroll taxes and franchise taxes too – we prepare and maintain whatever is necessary to protect your interests, save you time and provide them to you.

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