Bookkeeping · Tax Preparation · Advisory
Tailored Support for Your Financial Journey.
McCullough & Company provides thoughtful bookkeeping, tax preparation, and financial support for individuals, small businesses, independent contractors, and sole proprietors. The goal is simple: help you stay organized, make better financial decisions, and move forward with confidence.
- Small Businesses
- Independent Contractors
- Sole Proprietors
- Couples
- Individuals
What We Provide
Our Services
- Recording and organizing transactions
- Reconciling bank, credit card, and loan accounts
- Maintaining clean, current books in QuickBooks Online, Desktop, and other programs
- Monthly financial reports for internal review and decision-making
- Reviewing prior periods for errors, duplicates, or missing activity
- Correcting misclassified income and expense accounts
- Organizing customer, vendor, and account records
- Individual, couple, and small-business tax return preparation
- Year-end organization of financial records
- Preparation-only tax support based on information provided
- Coordination of books and tax documents to reduce confusion at filing time
- One-on-one conversations about business performance and financial questions
- Cash flow, expense, and profitability review
- Support for pricing, service planning, and operational decisions
- Practical recommendations based on accurate financial information
- Payroll record organization and support
- Contractor payment tracking and documentation
- Assistance with year-end information reporting needs
Service Approach
How We Work Together
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01
Consultation
We begin with a conversation about your current needs, goals, pain points, and expectations.
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02
Review
Relevant records, systems, and documents are reviewed to understand the scope of work and determine a clear path forward.
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03
Plan
A service plan is built around your needs — bookkeeping, cleanup, tax preparation, or advisory support. Work begins after a signed engagement agreement.
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04
Ongoing Support
Work is completed with attention to accuracy, communication, and practical usefulness.
What Our Customers Value
Why Clients Choose Us
Clear Communication
Financial information should be understandable. Clients receive explanations that are practical, direct, and useful.
Attention to Detail
Records, reports, and documents are handled carefully so clients can rely on the information in front of them.
Flexible Support
Services may be structured around hourly, fixed-fee, cleanup, monthly, or project-based work, depending on your needs.
Long-Term Value
The focus isn't only on completing the task, but on helping you build stronger financial habits and better organization over time.
About Us
J.D. McCullough, Jr.
Founder, McCullough & Company
At McCullough & Company, we are committed to delivering thoughtful financial support that helps individuals, couples, small businesses, independent contractors, and sole proprietors build with confidence, operate with clarity, and pursue lasting financial success.
Many small business owners don't need complicated language or unnecessary formality — they need someone who can help organize the details, explain the information clearly, and provide dependable support throughout the year and beyond.
“We serve people with care, provide meaningful service, and create long-term value. I welcome the opportunity to have a conversation about how McCullough & Company can support you by offering precision you can count on.”
Common Questions
Frequently Asked Questions
Bookkeeping — Recording and organizing transactions, reconciling accounts, maintaining clean books in QuickBooks Online, Desktop, and other programs, and preparing monthly reports for internal use.
Tax Preparation — Individual, couple, and small-business tax return preparation, year-end record organization, and coordination between your books and tax documents.
Advisory & Financial Clarity — One-on-one conversations about business performance, cash flow and profitability review, and practical recommendations based on your numbers.
Cleanup work is one of our most common starting points. We review prior periods for errors, duplicates, or missing transactions, then organize your records so you have a dependable financial starting point going forward. If adjustments are needed, we'll always reach out to you first for approval before making any changes.
QuickBooks Online, QuickBooks Desktop, and other bookkeeping platforms, so we can typically adapt to whatever system you're already using — or help you get set up if you're starting fresh. Our goal isn't to change the software you use, but to make sure it's being used in the best way possible.
Since every customer's needs are a little different, pricing is structured to match — either fixed fee or hourly, depending on scope. Monthly bookkeeping starts at $100.00/hr and adjusts based on transaction volume. Tax preparation is $150.00/hr for all customers. Customers who enter into long-term service agreements typically see a lower per-hour rate, reflecting the ongoing nature of the work.
Let's Talk
Ready for Precision
You Can Count On?
Schedule a consultation and let's talk through how McCullough & Company can support your financial journey.