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Business Services

Welgaard: Your Business Financial Consultant 

If you’re a small business owner looking for help with critical but time-consuming tasks, the Welgaard team is ready to assist. We offer a number of accounting and bookkeeping services to lessen your administrative burden and help you focus on what you do best — running your business.


Call 641.628.4521 to speak with a team member Message for more information

Payroll Processing and Small Business Payroll Services

Complete Payroll Processing Package

For payroll services that are fast, efficient and worry-free, turn to Welgaard. When you partner with us for small business payroll services, our payroll experts deliver a complete payroll processing package. This includes:

  • Direct deposit and online pay stubs for your employees
  • Tax deposits and filing reports for all related tax agencies
  • Retirement contributions
  • HSA contributions
  • Other payroll deductions

We can further provide analysis of your business’ payroll expenses and assist in identifying payroll reports that best help you manage your business.

Payroll Reporting Services

We also offer other options for small business payroll services. Some small business owners prefer to keep their payroll processing in house, but choose to hire us to prepare and submit the monthly and quarterly reports to state and federal tax agencies. This payroll service allows you to retain in-house payroll processing while giving you the confidence and security of knowing that all your payroll taxes and reporting are being handled properly by Welgaard’s team of professionals.

Whether you need complete payroll services, or after-the-fact payroll reporting, you can have the peace of mind knowing that our payroll team is taking care of your payroll needs and reporting obligations. Reach out to our team to get learn more about our small business payroll services.

Accounting and Bookkeeping Services for Small Businesses

You need bookkeeping systems designed to fit your business’ needs, and Welgaard can help. Whether you want to add our expertise to your existing team or completely outsource your accounting and finance functions, we offer flexible options that match your business needs and goals.

Business Financial Consultant Services

Welgaard team members can serve as business financial consultants, helping set your team up for success when it comes to essential administrative financial tasks. We can help your accounting staff set up an accounting system that makes sense for your business. This includes everything from setting up a chart of accounts to generating financial reports to help you make informed decisions for your business.

Full Service Bookkeeping

If you want us to take care of all your bookkeeping, our staff can record your transactions and prepare financial reports. We can also help with your other financial reporting requirements, like sales tax preparation and payroll process.

Outsourcing accounting and bookkeeping functions is an effective management tool that reduces the administrative demands on your staff, and frees up time to focus on providing better customer service, producing a better product, and running your business in a more cost-efficient way. Our team can help with any of the following tasks:

  • Paying bills
  • Creating invoices to send to your customers
  • Record receipts and disbursements
  • Tracking your accounts payable and receivable
  • Balancing your checkbook
  • Reconciling bank and credit card statements
  • Preparing and filing sales and use tax reports
  • Preparing financial statements

Our team can customize a package of accounting and bookkeeping services to decrease the amount of time you and your team spends on administrative tasks. Contact Welgaard if you’re interested in exploring our accounting and bookkeeping services for small businesses.

Sales Tax Consulting Services

Welgaard offers complete sales tax consulting services, and we're here to answer your sales tax questions. We help clients manage their sales tax liabilities and reporting with accuracy. Our team can provide a number of sales tax services, including:

  • Filing sales tax in accordance with your required filing frequency
  • Preparing your sales tax forms
  • Making your tax payments

Whether your business operates in one state or all fifty, we can eliminate the complexity of filing sales tax. Let us help you determine which states you must file sales tax in and what sales are subject to sales tax. If you’re interested in learning more about our sales tax consulting services, reach out to our team of sales tax experts.

Financial Statement Services

Welgaard provides several different types of financial statements for our clients. Working closely with you, our team can help determine what type of financial statement service best fits your business needs.

Lenders typically require different levels of assurance based on the size of the loan, the collateral, and their determination of overall risk. If requirements are unclear, we can often speak with your lender about the level of service that will satisfy their requirements.

Financial Statement Preparation

These financial statements are prepared for business owners who need current, up-to-date financial information in order to understand their business’s financial standing. Accurate financial statements enable business owners to make informed decisions based on recent data. With this service, Welgaard takes on a role similar to that of a CFO at a larger company. Our team can prepare these statements monthly, quarterly or on whatever schedule is most useful for your business.

Financial Statement Compilation

A financial statement compilation is the service of applying accounting and financial reporting knowledge to assist management in the presentation of financial statements; without providing any assurance on the financial statements. Our team can prepare financial statement compilations for small, medium, and large businesses that do not need any assurance.

Financial Statement Review

Financial statement reviews provide limited assurance that there are no material modifications needed on a financial statement. Welgaard typically prepares reviews for entities that have loans or investors that do not require audited financial statements.

Financial Forecast

Forecasts are used to help business leaders anticipate a company’s projected financial position. It estimates future revenue and expenses based on assumptions that are expected to happen. Forecasts are used to help our clients measure their progress and establish their business goals. Our team can provide preparation assistance and compilation services for prospective information.

Financial Projection

Financial projections represent a “what if” analysis and are based on three types of assumptions:

  • Things that are expected to happen
  • Hypothetical situations and events
  • Things that would be expected to occur if the hypothetical situation occurs.

Projections provide valuable information to a company in order to make important financial decisions for the future.

Personal Financial Statement

A personal financial statement shows your net worth. We calculate the total value of your assets and subtract your debts and liabilities in order to figure out your net worth at any given point in time. This statement can be used to show an individual’s financial stability when applying for a loan or other credit. 

Welgaard Accounting and Bookkeeping Services Near Des Moines, Iowa

Welgaard offers tax preparation services, wealth management, advisory services, bookkeeping services and small business accounting in the Des Moines area and northern Missouri. Our Iowa offices are located in Pella, Altoona, Urbandale, and Mount Ayr, and our Missouri offices are in Stanberry and Bethany. Contact us to get started with small business payroll services, accounting and bookkeeping services. Our team is looking forward to learning how we can support you.

*Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.