Services

Modern CPA, accounting, and advisory — built around partnership.

Strategic tax planning, business accounting, payroll, HR consulting, nonprofit advisory, and long‑term operational support — helping organizations across West Virginia stay organized, proactive, and confident.

01

Strategic Tax Planning

Smart decisions made before they become deadlines.

Year‑round planning so every business move — hiring, equipment, distributions, growth — is made with the tax picture clearly in view.

  • Mid‑year and Q4 tax projections
  • Entity structure & owner compensation strategy
  • Quarterly estimated payment guidance
  • Retirement contribution planning
  • Year‑end tax savings opportunities
  • On‑call answers to the questions in between
02

Business Accounting

Proactive financial guidance that supports smarter decisions.

Modern monthly accounting for owner‑operators and growing organizations. Clean books, reconciled accounts, and reports a non‑accountant can actually read.

  • Monthly transaction categorization & reconciliation
  • Cloud accounting setup, cleanup & optimization
  • Monthly P&L and balance sheet
  • 1099 preparation & filing
  • Sales tax filings (where applicable)
  • Year‑end handoff straight into your tax return
03

Payroll Support

Helping businesses simplify operations and maintain clarity.

Reliable payroll for small and growing organizations. We handle the runs, the filings, and the year‑end paperwork so you don't have to.

  • Bi‑weekly or semi‑monthly payroll runs
  • Direct deposit & paystub delivery
  • Federal, state & local payroll tax filings
  • New hire reporting
  • Year‑end W‑2 and 1099 preparation
  • Workers' comp coordination
04

HR Consulting

Operational support for the people side of the business.

Practical HR guidance for growing organizations — onboarding, compliance, and the operational structure that supports a healthy team.

  • Employee handbook development
  • Onboarding & offboarding workflows
  • Compliance & regulatory guidance
  • Compensation & benefits planning
  • HR policy review
  • Ongoing HR advisory access
05

Financial Organization

Bringing order, clarity, and structure to your finances.

Cloud‑based systems, organized records, and operational workflows that bring calm to the financial side of running an organization.

  • Cloud accounting setup & integrations
  • App stack design (banking, billing, expense)
  • Secure document portal
  • Digital onboarding from prior firms
  • E‑signature & encrypted exchange
  • Organized monthly close
06

Outsourced Accounting

A full finance function — without building one in‑house.

Bookkeeping, reporting, oversight, and advisory rolled into one trusted relationship. The financial backbone your organization needs to grow with confidence.

  • Full‑service monthly bookkeeping
  • Monthly financial reporting package
  • Controller‑level oversight
  • Cash flow guidance
  • Vendor & payables coordination
  • Embedded advisory support
07

Nonprofit Advisory

Specialized support for mission‑driven organizations.

Specialized accounting, grant tracking, and board‑ready reporting for nonprofits and community organizations across West Virginia.

  • Nonprofit bookkeeping & fund accounting
  • Grant tracking & restricted fund reporting
  • Board‑ready monthly financial packages
  • Form 990 preparation
  • Compliance & audit support
  • Ongoing advisory for executive directors & boards
08

Cash Flow Guidance

Knowing what's coming — before it arrives.

Forward‑looking cash visibility so you can hire, invest, and grow with confidence instead of reacting to whatever the bank balance says today.

  • Rolling cash flow projections
  • Receivables & payables review
  • Owner draw & distribution planning
  • Tax reserve guidance
  • Seasonal cash planning
09

Long‑Term Business Support

A trusted advisor for every season of the organization.

Strategic guidance as your organization grows, transitions, and evolves — the financial partner you call before any meaningful decision gets made.

  • Quarterly business review meetings
  • Profitability & margin analysis
  • Owner compensation review
  • Hiring & expansion conversations
  • Succession & transition planning
  • Coordination with attorneys & advisors
A note on fit

A relationship‑first CPA firm, on purpose.

Matheny & Company is built around long‑term partnership — not high‑volume filings. We work with a focused number of organizations each year so the advisory stays personal, the operational support stays steady, and the relationship stays strong year after year.

Our best fit is intentional business owners, nonprofit leaders, and organizations who want a year‑round financial partner — not a once‑a‑year tax filer. If that sounds like you, we'd love to talk.

Next step

Not sure which service fits? Just start with a conversation.

A short consultation is the easiest way to figure out what your organization actually needs — and how we'd build the support around it.