Strategic Bookkeeping, Tax, Payroll, and Wealth Planning for Business Owners Who Want Control and Clarity
Wallace & Company Financial Group supports self-employed professionals and small business owners with structured financial services designed to keep you compliant, profitable, and prepared for the future year round.
For established businesses, contractors, and service-based entrepreneurs
Expert Financial Services Tailored for Your Business Success
Self Employed and 1099 Professionals
We help you organize income, reduce tax exposure, and protect what you earn through strategic planning and ongoing support.
Small Business Owners
From bookkeeping and payroll to tax strategy and wealth planning, we provide financial structure that supports growth and informed decision making.
Growing Businesses
As your business expands, we help you implement systems that support compliance, cash flow management, and long term stability.
See How We Support Your Business
Financial Services Designed to Support Your Entire Business
Bookkeeping and Record-Keeping
Wallace & Company Financial Group offers accurate monthly bookkeeping that keeps your finances clean, compliant, and ready for tax planning.
Payroll Management
We manage all aspects of payroll, including calculating payments, distributing checks, and ensuring legal compliance with tax withholdings and employment laws.
Tax Preparation and Strategy
Maximize savings with our expert tax preparation and strategic planning, ensuring compliance and minimizing liabilities for better financial health.
Wealth Strategies
Strategic life insurance and retirement planning solutions designed to protect income, build stability, and support long term financial goals.
The Wallace & Company Way
Structure first. Strategy always. Service that feels premium, because your business is.
Compliance Without Confusion
We do not guess, rush, or overlook details. Your finances are handled with accuracy, documentation, and standards that protect you now and later.
Systems That Keep You Ready
We build clean processes around your bookkeeping, payroll, and tax needs so you stay organized year round and avoid last minute scrambling.
Strategy That Supports Profit
We look beyond transactions. We help you make decisions based on real numbers, reduce tax exposure when possible, and create a plan you can execute.
Wealth Planning With Purpose
We help you protect income and plan for the future through wealth strategies that may include life insurance and retirement planning solutions, based on fit and eligibility.
If you are serious about running your business like a business, you are in the right place.
*Consultations are required. Services are customized based on your business needs and financial goals.
Testimonials
BaBaes Kitchen - Food Truck
I finally understood what was going on with my taxes and my books. This was the first year I didn’t feel rushed or confused. Everything was organized, and the process was smooth.
Wallace & Company Financial Group doesn’t just file — they explain and build a plan.
Christine Bernard - PoshMark
High-value tax advice and bookkeeping for my small business. Also, the wealth of knowledge on Life insurance, as well as all things to improve your financial situation!!
Again, I HIGHLY recommend!
Keive Gordon - Fashion Model
I am a first-year entrepreneur, and Shalonda was very thorough and patient with me. She explained a lot of information that I was unaware of and made sure I had the proper documents to achieve the best results when filing my taxes and keeping my books clean .
FAQs
Your Financial Queries, Answered by Experts.
Who Wallace & Company Financial Group for?
People who make their own money and want clarity, compliance, and a process that’s not rushed.
Do you offer virtual service?
Absolutely! Our process is designed to work securely online.
How does the payroll service work?
Our payroll service manages calculations, distributions, and legal compliance of payroll activities efficiently.
Do you help if I’m behind or disorganized?
Yes, we can help you clean up your books & get structured so you’re not stuck.
What kind of tax support do you provide at year-end?
We offer comprehensive tax services including preparing and filing year-end business taxes, advising on deductible expenses, and planning for the upcoming year to ensure optimal financial benefits.
Is there ongoing support available once I sign up for your services?
Yes, our team is available for ongoing support and advice as your business evolves.