Client Accounting Services
Integrated services designed to work together — giving you clarity, confidence, and control over your finances.
More Than a Service Provider. A Financial Partner.
Our Approach
Every offering connects, no silos, no gaps.
Integrated Services
At Robinson & Company, we deliver integrated Client Accounting Services (CAS). Every service we offer is designed to work together, giving you a complete picture of your finances and the support to act on it.
Whether you need help managing your books, processing payroll, filing taxes, or thinking strategically about growth — we bring the expertise, consistency, and personalized attention that makes a real difference.
We identify opportunities and flag risks before they become problems.
Proactive Guidance
We file in all 50 states and serve clients coast to coast.
Nationwide Reach
You'll always know who you're working with.
Personalized Service
Our Services
Reliable, accurate bookkeeping for small businesses that want clean financials without the burden of managing it in-house. Advisory-ready from day one — as your business grows, we layer in strategy without ever changing firms.
Bookkeeping & Accounting
Who This Is For:
- Business Owners Who Want Accurate Monthly Financials
- Companies Outgrowing DIY Bookkeeping
- Businesses Needing Clean Books for Taxes or Financing
What's Included:
- Monthly Bookkeeping and Reconciliation
- Financial Statement Preparation
- Accounting Software Management
- Coordination with Payroll and Tax
What We Offer
Dependable payroll for small businesses — accurate, on time, and fully compliant with federal and state regulations. Seamlessly integrated with bookkeeping and tax for a fully coordinated financial system.
Payroll Services
Who This Is For:
- Businesses with Employees or Contractors
- Owners Who Are Tired of Managing Payroll Internally
- Growing Businesses that Need a Scalable Solution
What's Included:
- Payroll Processing at Any Frequency
- Payroll Tax Calculations and Filings
- Direct Deposit Setup
- Year-End W-2/1099 Preparation
- Coordination with Bookkeeping
Professional tax preparation and proactive planning for individuals and businesses across all 50 states. We review every return with our clients so they understand exactly what was filed and why.
Tax Preparation & Planning
Who This Is For:
- Business Owners Filing S-Corps, Partnerships, LLCs
- Individuals with Multiple Income SourcesMulti-State Businesses
- Clients Who Want to Plan Ahead
What's Included:
- Business Tax Preparation
- Individual Federal & State Returns
- Multi-State & Multi-Entity Filing
- Proactive Tax Planning & Entity Analysis
- Estimated Tax Guidance
Strategic financial guidance for business owners who want more than reports — they want a partner who helps them think ahead, make confident decisions, and build a sustainable business.
Client Advisory / Virtual CFO
Who This Is For:
- Businesses with $500K–$5M in Revenue
- Owners Seeking Strategic Financial Insight
- Companies Preparing for Growth or Change
What's Included:
- Regular Financial Review Meetings
- Performance Analysis & Trend Insights
- Cash Flow Planning & Forecasting
- Budgeting & Variance Analysis
- Goal Setting & Accountability
We help business owners identify where AI can make a real difference in their operations, select the right tools, and implement them in a way that is practical, strategic, and built for how their business actually works.
AI Advisory Services
Who This Is For:
- Business Owners Curious about AI but Unsure Where to Start
- Companies Looking to Automate Workflows
- Organizations That Want Strategic AI Guidance, Not Just Tools
What's Included:
- AI Readiness Assessment
- Identification of High-Impact Use Cases
- Tool Selection & Vendor Evaluation
- Implementation Guidance
- Staff Training Support
- Ongoing Advisory
If you're dealing with IRS or state tax notices, back taxes, or unresolved compliance issues — you don't have to navigate it alone. We handle it so you can focus on your business.
Tax Representation & Resolution
Who This Is For:
- Individuals with IRS or State Notices
- Businesses with Unpaid Taxes or Filing Issues
- Clients Facing Audits or Penalties
What's Included:
- IRS & State Agency Communication
- Back Tax Filings
- Payment Plans & Installment Agreements
- Penalty Abatement Requests
- Compliance Restoration
Starting a business is exciting and complex. We help founders build strong financial foundations from day one — so you avoid costly mistakes and start with the right systems in place.
Startup & New Business Services
Who This Is For:
- New Business Owners & Founders
- Entrepreneurs Selecting a Business Structure
- Startups Implementing Accounting & Payroll
What's Included:
- Business Formation Guidance
- Bookkeeping System Setup
- Payroll Setup & Processing
- Tax Planning & Compliance from Day One
Robinson & Company serves nonprofit organizations across accounting, tax, and compliance year-round. For audit and attest engagements, we collaborate with L. Robinson & Company — a firm specializing in nonprofit audit and assurance.
Nonprofit Accounting, Tax, & Compliance
What Robinson & Company Provides Directly:Who This Is For:
- Nonprofits Needing Bookkeeping & Accounting
- Organizations Requiring Form 990 Preparation
- Nonprofits Applying for 501(c)(3) Status
- Organizations Needing Payroll Services
What's Included:
- Bookkeeping & Accounting
- Nonprofit Tax Preparation
- Form 990 Preparation
- 1023 / 1023-EZ Filing Package
- Payroll Services
- Financial Statement Preparation
In Collaboration with L. Robinson & Company — For Audit & Attest Engagements:
- NJ DDD Provider Audits
- Grant Compliance Reporting
- HCSF License Renewal Compliance
What's Included:
- Financial Statement Audits
- Review Engagements
- NJ Film & Digital Media Tax Credit AUPs