My Services
Let's find the right option for you and your businessOpen communication is at the forefront of my partnership with you as a client. We’ll build a sound and solid relationship when you partner with us.
No matter where you are in your business cycle, we have options for you to choose from to help you save time and money.
Silver
- Monthly reports (Profit & Loss, Balance Sheet)
- Unlimited Communication with your assigned staff and time for questions (email or phone)
- Monthly categorization of transactions (in QuickBooks Online)
- Reconcile up to 5 bank and credit card statements per month
- Monthly S.O.R.T. Business Health Checkup Pdf Report
Gold
- Everything in the Silver package
- Monthly 5 minute video of your financial highlights
- Reconcile loans, reconcile balance sheet accounts, and record accounting journal entries (monthly)
- Semi-monthly payroll processing, payroll reports, and W-2 forms (Up to 5 employee(s). Payroll Subscription NOT included)
- 1099/1096 Annual Processing for Contractors
- Quarterly S.O.R.T. Business Health Zoom Meeting
Platinum
- Everything in the Silver and Gold packages
- Cloud technology and automation (includes QuickBooks Online subscription)
- Monthly financial dashboard, goal setting, business coaching and forecasts
- 2x per month record and reconcile financial transactions (bank feeds)
- Accounts receivable management (2x per month)
- Accounts payable management (2x per month)
- Sales Tax Preparation & Filing
- Monthly S.O.R.T. Business Health Zoom Meeting
Additional Services You Might Need
QuickBooks Services
My QuickBooks services are cost-effective, giving you back the time you need to run your company and focus on improving your products and services. My team provides Hassle Free Setup, Training, and Clean-up of your QuickBooks Online company file.
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Business Startup
Get the simple steps for starting your business right.
Together, we'll identify and avoid the common financial and foundational mistakes new business owners make.
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Tax Preparation
Our Tax Integrated Strategy Services Include:
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- Individual Tax Preparation
- Partnership Tax Returns
- S Corporation Tax Returns
- C Corporation Tax Returns
- State Tax Returns
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Tax Planning
We take a PROactive approach to taxes.
We do not want our clients to ever be "surprised" on April 15th and we want to be in touch with you throughout the year (not just at tax time).
We help you lower taxes and keep more of your hard-earned money through effective tax strategies.
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