Business financial foundation
Current books, disciplined monthly closes, reliable reporting, and a clear view of cash and profitability.
- Bookkeeping and reconciliations
- Monthly financial statements
- Payroll and bill pay coordination
Your business finances and personal taxes are connected.
You built the business. We manage the financial life around it.
Honey Bee brings the books, cash flow, payroll coordination, tax projections, estimated payments, and financial decisions together under one team.
We do the work.
Business booksTax planningPayrollCash flowFinancial leadership
One connected financial life
Business decisions do not stop at the business return.
A new hire, equipment purchase, owner distribution, retirement contribution, or strong revenue month affects both the company and the owner personally.
We connect those decisions. Honey Bee maintains the financial foundation, calculates what comes next, explains it clearly, and follows the work through.
Business and personal tax planning
Year round projections that connect business performance, owner compensation, distributions, and personal tax obligations.
- Federal and state tax projections
- Estimated payment calculations
- Payment schedules and follow through
Financial leadership
A financial partner helping the owner price, hire, invest, finance, plan, and grow with the full picture in view.
- Cash flow forecasting
- Budget and profitability review
- Strategic financial planning
The first step
Financial Baseline and Action Plan
$750
Founding client rate for the first three qualified businesses. The standard fee is $1,500. In return, we ask for candid feedback so we can strengthen the Honey Bee experience.
Request a fit conversationYou receive a written financial and tax action plan.
- Review of the books, accounting systems, and monthly close
- Review of prior business and personal tax returns
- Payroll and owner compensation review
- Current year tax projection and estimated payment schedule
- Cash flow, reporting, and process weaknesses
- A 90 day action plan and exact service recommendation
Cleanup, implementation, and special projects are quoted separately after the assessment.
What changes
Nothing important falls between the business and the household.
The goal is not another report in your inbox. It is a financial process that is current, understandable, and carried through.
Know your cash
See what is available, what is committed, and what is coming next.
Understand profit
Know which work, clients, and decisions are actually creating value.
Plan for taxes
Replace surprise payments with deliberate, year round projections.
Follow it through
Know what needs to happen, who owns it, and whether it was completed.
How it works
A clear financial rhythm for the owner and the business.
01
Assess
We review the business, books, systems, payroll, tax posture, and financial responsibilities surrounding the owner.
02
Organize
We establish the action plan, clean up what needs attention, and assign every recurring responsibility.
03
Run the month
We keep the books current, monitor cash, coordinate payroll, update projections, and move deadlines forward.
04
Decide and act
We explain what matters, recommend the next action, secure the required approval, and confirm completion.
Who we help
Built for owners who have outgrown disconnected financial help.
Honey Bee serves businesses that need more than transaction entry and an annual tax appointment, but are not ready to hire a full internal finance department.
Tell us about your businessContractors and trades
Job costing, cash timing, payroll pressure, equipment decisions, and owner taxes.
Professional services
Capacity, pricing, utilization, owner compensation, and dependable reporting.
Growing companies
Financial systems and guidance that can keep pace with a growing operation.
Family businesses
Clarity, accountability, planning, and a financial process everyone can trust.
Ongoing financial management
Start where the business needs us.
Every recurring engagement begins with the Financial Baseline and Action Plan. Final scope and pricing reflect transaction volume, complexity, systems, and the level of support required.
Foundation
Keep it current.
Starting at$995/month
- Monthly bookkeeping
- Bank and credit reconciliations
- Financial statements
- Monthly close checklist
Financial Management
Run it better.
Starting at$1,850/month
- Everything in Foundation
- Payroll coordination and cash flow
- Quarterly tax projections
- Estimated payment management
Fractional CFO
Plan what's next.
Starting at$3,250/month
- Everything in Financial Management
- Executive financial meetings
- Strategic planning and modeling
- Financing and growth coordination
Tax services
Year round planning now. Return preparation is not currently offered.
Tax projections, estimated payment calculations, and payment schedules are central to Honey Bee's ongoing financial management.
Business and personal tax return preparation is planned for the 2027 filing season and will begin only after Honey Bee's required professional, electronic filing, security, and insurance infrastructure is active.
The Honey Bee standard
Clear work. Connected decisions. Real follow through.
Honey Bee Accounting is built around one practical promise: important financial work should not keep finding its way back to your desk.
Current
The books, reports, and open responsibilities stay up to date.
Connected
Business activity, cash flow, payroll, and taxes are viewed together.
Clear
You see what matters, what it means, and what needs to happen next.
Carried through
Every responsibility has an owner, a deadline, and a confirmed finish.
Common questions
Good financial work should feel clear.
Why does every relationship begin with an assessment?+
We need to understand the books, entities, owner obligations, tax posture, systems, and open problems before we can responsibly define the work or price the ongoing relationship.
Does Honey Bee provide tax planning?+
Tax projections and estimated payment management may be included in an accepted engagement so the business's performance is connected to the owner's personal obligations. Tax return preparation is not currently offered.
Is Honey Bee a CPA firm?+
No. Honey Bee is not a CPA firm and does not provide audits, reviews, compilations, attest services, or legal advice. When a licensed specialist is required, we help coordinate the work.
Does Honey Bee provide investment advice?+
No. Honey Bee does not provide investment advisory services. Any investment advisory relationship involving WMX Advisors is separate, independently evaluated, and governed by its own agreement.
Can I send financial documents through this website?+
No. Do not submit tax returns, Social Security numbers, bank records, identity documents, payroll files, or other sensitive information through public email or this website. Engaged clients receive separate instructions for secure document delivery.
Three founding client relationships
Start with the full picture.
The first three qualified businesses receive the complete Financial Baseline and Action Plan for $750 instead of the standard $1,500. Tell us who you are, what your business does, and what keeps landing back on your desk.
Request a fit conversationDo not attach tax returns, Social Security numbers, bank records, financial statements, or other sensitive documents. We will provide secure instructions when they are needed.
Scope
All work is governed by a written engagement agreement. Service availability, deliverables, deadlines, and pricing depend on the accepted scope.
Privacy
Public inquiries should contain only basic contact and business information. Sensitive records are requested only through an approved secure process.
Professional boundaries
Honey Bee is not a CPA firm, law firm, payroll processor, or investment adviser. Specialized providers may be used to execute regulated services.