Your Finances. Your Future. Built Right .
Knobbe & Associates, CPA - Tax Preparation, business advisory, and financial strategy for Iowa entrepreneurs and small businesses.
Professional Accounting and Assurance Services
Proactive tax planning designed to help small business owners reduce their tax burden, improve cash flow, and avoid surprises at tax time.
Description
Keep More of What You Earn with Proactive Tax Planning
Most business owners don't have a tax problem—they have a planning problem.
If you're only talking to your accountant once a year when it's time to file your tax return, you're likely missing opportunities to reduce your tax bill, improve your cash flow, and make smarter financial decisions throughout the year.
At Knobbe & Associates CPA, our Small Business Tax Planning & Strategy service is designed to help you stay ahead instead of reacting after the year is over. We work with business owners throughout Iowa to create personalized tax strategies that support long-term growth while keeping more money in your business.
Is This Service Right for You?
This service is a great fit if you:
✔ Own a small business or are self-employed
✔ Receive 1099 income
✔ Are unsure how much to set aside for taxes
✔ Want to reduce your tax liability legally
✔ Are considering an LLC or S Corporation election
✔ Need guidance on estimated quarterly tax payments
✔ Want year-round access to a CPA—not just during tax season
What's Included
Every Tax Planning & Strategy Consultation includes:
• Review of your current tax situation
• Estimated federal and state tax projections
• Deduction review and planning opportunities
• Business entity evaluation (LLC, S Corporation, Sole Proprietorship)
• Retirement contribution strategies
• Estimated quarterly tax planning
• Business expense optimization
• Personalized recommendations tailored to your business goals
• Action plan with next steps
Our Process
Step 1: Schedule Your Consultation
Book a one-on-one meeting at a time that works best for you.
Step 2: Review Your Business
We'll review your income, expenses, current business structure, and tax situation to identify opportunities.
Step 3: Build Your Tax Strategy
You'll receive practical recommendations to help lower your tax burden while staying compliant with IRS rules.
Step 4: Implement Your Plan
You'll leave with clear action steps and have the option to continue working with us for ongoing bookkeeping, tax preparation, and year-round advisory services.
Why Work with Knobbe & Associates CPA?
As both a licensed CPA and a small business owner, I understand the challenges entrepreneurs face because I experience them myself.
My goal isn't simply to prepare tax returns—it's to help business owners make informed financial decisions that support long-term success.
Whether you're launching your first business or looking for ways to become more tax-efficient, you'll receive practical advice tailored to your unique situation.
Frequently Asked Questions
How often should I meet with a CPA for tax planning?
Most small business owners benefit from meeting at least once or twice per year, while growing businesses often see additional value from quarterly planning.
Is this different from tax preparation?
Yes. Tax preparation focuses on filing your return accurately. Tax planning focuses on identifying opportunities to reduce your tax liability before the year ends.
Can you help me decide if an S Corporation makes sense?
Absolutely. We'll review your business income, goals, and overall situation to determine whether an S Corporation election may provide tax savings.
Do you work with businesses outside Iowa?
Yes. While we're based in Ankeny, we work virtually with clients throughout Iowa and can assist clients in many other states depending on the services requested.
What should I bring to my consultation?
Recent tax returns, current financial statements (if available), bookkeeping reports, and any questions you have about your business or taxes.
Ready to Take Control of Your Taxes?
Don't wait until tax season to find out what you could have saved.
Schedule your Small Business Tax Planning & Strategy Consultation today and receive proactive guidance designed to help you make smarter financial decisions all year long.
Accurate monthly bookkeeping that gives business owners clear financials, better decision-making, and confidence heading into tax season.
Stop Spending Time in QuickBooks. Start Running Your Business.
Your bookkeeping should do more than record transactions—it should help you understand your business.
Many business owners struggle with:
Falling behind on bookkeeping
Not knowing their true profitability
Mixing personal and business expenses
Guessing how much they need to set aside for taxes
Spending hours trying to keep their books updated
At Knobbe & Associates CPA, we provide reliable monthly bookkeeping services designed specifically for small businesses. We keep your financial records organized, accurate, and ready for tax planning and business decisions.
Whether you're a solo entrepreneur or a growing company with hundreds or thousands of transactions each month, we'll tailor our bookkeeping services to fit your needs.
Is This Service Right For You?
Ideal for:
✔ Sole proprietors
✔ LLC owners
✔ Realtors
✔ Contractors
✔ Service businesses
✔ Gyms and fitness businesses
✔ Medical practices
✔ Growing companies needing better financial reporting
What's Included
Monthly bookkeeping services may include:
✓ Categorizing income and expenses
✓ Bank and credit card reconciliations
✓ Monthly financial statements
✓ Profit & Loss reporting
✓ Balance sheet maintenance
✓ Accounts receivable/payable tracking
✓ Cleanup of historical bookkeeping issues
✓ QuickBooks Online support
✓ Bookkeeping review from a licensed CPA
✓ Tax-ready financial records
Our Process
Step 1: Book a Consultation
We'll learn about your business, current bookkeeping system, and goals.
Step 2: Review Your Books
We'll evaluate your current setup and determine the level of support your business needs.
Step 3: Build Your Bookkeeping Plan
You'll receive a customized monthly bookkeeping package based on your transaction volume, complexity, and reporting needs.
Step 4: Stay Organized Year-Round
Your books stay current so you can make better decisions and avoid tax-season stress.
Pricing
Starting at $350/month
Every business is different. Monthly pricing is based on:
Number of monthly transactions
Number of bank/credit card accounts
Payroll complexity
Sales volume
Industry complexity
Reporting needs
Pricing Examples
Simple Business
(Sole proprietor, low transaction volume)
Starting around:
$350–$500/month
Examples:
Freelancers
Consultants
Realtors
Small service businesses
Growing Business
(Multiple accounts, payroll, higher transaction volume)
Typically:
$750–$1,500/month
Examples:
Contractors
Medical offices
Established service businesses
High-Volume Business
(Thousands of transactions/month)
Custom pricing based on business size and needs.
Why Work With Knobbe & Associates CPA?
Bookkeeping isn't just data entry.
As a CPA, I don't just organize your transactions—I help you understand what your numbers mean.
You'll have accurate financial information to:
Make smarter business decisions
Plan for taxes
Understand profitability
Grow with confidence
FAQs
Do you only work with QuickBooks?
QuickBooks Online is our preferred platform, but we can discuss your current accounting software and determine the best approach.
Can you clean up my existing books?
Yes. We help businesses catch up and clean up inaccurate or outdated bookkeeping before moving into ongoing monthly services.
Do you prepare taxes too?
Yes. Many bookkeeping clients also work with us for tax preparation and tax planning to create a complete financial solution.
How much does bookkeeping cost?
Pricing depends on your business size, transaction volume, and complexity. Most clients start around $350/month, with larger businesses receiving customized pricing.
Ready to Take Control of Your Business Finances?
Accurate books give you the information you need to make better decisions.
Schedule your bookkeeping consultation today and discover how Knobbe & Associates CPA can simplify your finances.
Start your business the right way with expert guidance on choosing your business structure, setting up your LLC, and understanding your tax responsibilities from day one.
Description
Build Your Business on the Right Foundation
Starting a business is exciting—but making the wrong decisions early can create unnecessary taxes, paperwork, and headaches down the road.
Many new business owners wonder:
Should I start an LLC?
Should I operate as a sole proprietor?
Do I need an S Corporation?
How do I get my EIN?
What expenses can I deduct?
How do I keep my personal and business finances separate?
At Knobbe & Associates CPA, we help entrepreneurs confidently take the first steps toward building a successful business.
Our Business Formation & LLC Setup Consultation provides personalized guidance to help you choose the right structure, complete the necessary setup steps, and understand the financial responsibilities that come with owning a business.
Is This Service Right For You?
This consultation is designed for:
✔ First-time business owners
✔ Entrepreneurs starting a side hustle
✔ Freelancers and 1099 contractors
✔ Real estate professionals
✔ Online business owners
✔ Service-based businesses
✔ Anyone considering forming an LLC
What's Included
Your Business Formation & LLC Setup Consultation includes:
✓ Review of your business idea and goals
✓ Entity structure discussion (Sole Proprietorship vs. LLC vs. S Corporation)
✓ Guidance on choosing the right business structure
✓ LLC setup checklist
✓ EIN registration guidance
✓ Business banking recommendations
✓ Basic bookkeeping setup recommendations
✓ Tax responsibilities overview
✓ Estimated tax payment guidance
✓ Expense tracking and deduction recommendations
✓ Personalized next-step action plan
Our Process
Step 1: Schedule Your Consultation
We'll meet one-on-one to discuss your business goals and answer your questions.
Step 2: Evaluate Your Situation
We'll review your business type, expected income, expenses, and long-term goals.
Step 3: Create Your Setup Plan
You'll receive clear recommendations on the steps needed to properly establish your business.
Step 4: Launch With Confidence
You'll have the knowledge and tools needed to operate your business correctly from day one.
Why Work With Knobbe & Associates CPA?
Starting a business involves more than filing paperwork.
As a CPA and business owner, I understand that entrepreneurs need more than compliance—they need guidance.
My goal is to help you avoid common mistakes, understand your financial responsibilities, and create a strong foundation for future growth.
Whether you're launching your first side hustle or building your next business venture, we'll help you start with confidence.
Frequently Asked Questions
Do I need an LLC to start my business?
Not always. Many businesses can legally operate as sole proprietors, but an LLC may provide benefits depending on your situation. We'll help you evaluate the options.
Can you help me decide between an LLC and an S Corporation?
Yes. We'll review your expected income, business goals, and tax situation to determine whether an S Corporation election may make sense.
Do you file the LLC paperwork for me?
This consultation focuses on helping you understand the process and make the right decisions. Additional assistance with filings may be available depending on your needs.
When should I talk to a CPA when starting a business?
The earlier, the better. Getting advice before making decisions can help prevent expensive mistakes later.
Do I need a separate business bank account?
For most businesses, yes. Keeping personal and business finances separate is an important step in maintaining accurate records and protecting your business.
Ready to Start Your Business the Right Way?
Don't wait until tax season to figure out if your business is set up correctly.
Schedule your Business Formation & LLC Setup Consultation today and get the guidance you need to build your business on a strong financial foundation.
Licensed CPA.
Real-world business owner.
Flat fees.
No surprise billing.
Established by an experienced professional, Knobbe & Associates integrates comprehensive accounting knowledge with evidence-based advisory methodologies, ensuring that each engagement adheres to rigorous quality benchmarks.
Initiate a Consultation
Complete the inquiry form to discuss your specific accounting or assurance requirements with a credentialed specialist.