We partner with you to take a strategic approach to ensure your finances are in order and compliant.
CPW Business and Bookkeeping Solutions, LLC offers back-office services to businesses of all sizes, providing hands-on and comprehensive assistance in navigating the complexities of financial and administrative operations. We can help bring your books to a higher level of organization and compliance, ensuring that your business is running smoothly. With over 20 years of experience in business fina
05/29/2026
New client spots just opened!
If your bookkeeping has been pushed aside or you are ready for consistent, reliable support, now is a great time to get started.
We help you stay organized, accurate, and confident in your numbers so you can focus on running your business.
Book your call using the link in our profile, or comment "books" below, and we will send you the details.
05/28/2026
If your numbers feel messy, start here.
1. Make sure your bank and credit card accounts are connected, synced, and fully up to date so you are working with complete and accurate data.
2. Review and categorize your transactions by going through anything uncategorized or incorrect so your reports accurately reflect what is happening in your business.
3. If you have personal expenses in your business accounts, go through and recategorize them, and start using separate accounts to keep your numbers clear and reliable.
4. Review your reports to make sure there are no unusual or incorrect categories so your financials stay clean and easy to understand.
Feeling overwhelmed?
Send us a message or comment below, and we will help you get back on track.
05/27/2026
According to IRS guidelines, most small business owners should keep tax records for at least 3 years from the date the return was filed.
However, there are a few important situations to be aware of.
- You should keep employment tax records for 4 years.
- If you underreported income by more than 25 percent, keep records for 6 years.
- For bad debt or worthless securities, keep records for up to 7 years.
- If no return was filed or it was fraudulent, records should be kept indefinitely.
When in doubt, keeping records longer is usually safer than getting rid of them too early.
Make sure to follow our page for practical tax, business, and financial tips.
05/26/2026
Getting started with QuickBooks is a big step, but a few small mistakes can cause bigger issues later on.
Here are some of the most common ones we see and how to avoid them.
Swipe to learn more!
Need help cleaning up your QuickBooks or getting back on track?
Send us a message if you want help getting your QuickBooks set up the right way.
05/25/2026
Happy Memorial Day!
Today, we joyfully pause to honor and celebrate the incredible bravery and sacrifices of those who served. Let’s reflect on their dedication to our freedom with heartfelt gratitude, today and every day!
05/21/2026
You worked hard for that profit. Now let’s put it to work!
Not sure if your numbers are accurate or need a second set of eyes?
Send us a message or comment below and we will help you get clarity.
05/20/2026
Common triggers include underreporting income, claiming excessive or unusual deductions, using large, rounded numbers that suggest estimates, and failing to issue or file 1099s or W-2s.
Here are some commonly audited business types:
- Sole proprietorships with higher risk due to income reporting and deductions
- Cash intensive businesses where income may not be fully reported
- Construction and real estate with worker classification concerns
- Professional services (Doctors, Lawyers, Accountants) that claim significant deductions in travel and office expenses
- Businesses reporting ongoing losses
- Businesses claiming tax credits without proper documentation
How to protect your business:
- Organize and review your financial records
- Respond to the IRS promptly
- Work with a professional to handle the process correctly
Staying organized and accurate is the best way to reduce your audit risk and stay prepared.
Need help making sure your books are always accurate?
Send us a message. We’re happy to help.
05/19/2026
What tool or app do you use and love?
Staying on top of your personal finances is just as important as managing your business!
05/18/2026
If this sounds like you, we would love to work together
Send us a message or comment below for more details.
05/15/2026
One of the biggest challenges we see with business owners is not knowing where their money should be going each month.
Read our latest blog post: 'What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit' and know how we help you break your numbers into simple percentages.
To read our blog, visit our website, use the link in our profile, or click the link in the comment below.