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TAX PREPARATION
Individual Tax Return
Preparation
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Business Entity Tax Return Preparation
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​What's included:
Annual tax return preparation and filing
Tax return extension filing (if applicable)
One - on - one virtual review of tax return
Access to tax return portal
Tax audit defense ​​
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Ask us about our discount when you bundle both individual and business preparation.
ACCOUNTING SUBSCRIPTIONS
THE
ESSENTIAL BOOKKEEPER
Setting The Foundation For Success
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Designated bookkeeper
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
Monthly trial balance
Quarterly virtual reviews
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THE
FUNDAMENTAL ACCOUNTANT
Understanding Your Financial Position
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Designated bookkeeper
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
Designated accountant
Monthly financial reporting
Monthly virtual financial review
Annual budget and forecasting
Budget vs. actual analysis
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THE
FRACTIONAL CFO
Enabling Growth and Sustainability
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TAX:
Designated tax preparer
Proactive tax planning
Business tax preparation​
​ACCOUNTING:
Designated accountant
Monthly transaction classifications
Monthly bank reconciliations
Monthly general ledger maintenance
Monthly financial reporting
Ongoing cash flow monitoring
Ongoing cost control
Quarterly financial strategy and planning
Annual budget and forecasting
Budget vs. actual analysis
Priority support
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OTHER SERVICES
CONSULTATION SERVICES
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30-minute consultation - $80​
60-minute consultation - $150
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If you have bookkeeping or accounting related questions, tax or entity structure related questions, then this is the option for you.
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Ask about our consultation subscription options.
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QUICKBOOKS ONLINE (QBO) SERVICES
QBO Setup
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Set up company file
Link bank accounts
Set up chart of accounts
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QBO Cleanup
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If your books have fallen behind and need to be caught up, then this is the option for you.
It's okay to mix and match services. They can be tailored to the specific needs of your business.
No two businesses are the same, even if they are in the same industry. We realize that fact and will work with our clients to assemble the best packages for their specific bookkeeping, accounting and tax needs.
Schedule a free call today to see which services are best for you.