Services

Tax Preparation & Accounting

Certified QuickBooks Online ProAdvisors

As Certified QuickBooks Online ProAdvisors , we are experts at serving entrepreneurs like you and taking a critical task off your plate.

We use technology to an extreme which makes us efficient, accurate, and extremely easy to work with.

Don’t think a virtual accounting firm can work for you? Let us show you how we can import your banking and credit card transactions and accurately categorize 90 percent of your activity without bothering you at all! Plus, you’ll always have access to your data on your PC/Mac/Phone and tablet.

We can create easy to read reports that you can use and coach you in how to build a profitable business.

Our fixed monthly fee starts as low as $500/mo and covers all related technology costs, bookkeeping services, access to an accounting expert and a CPA who can answer all your tax-related questions, too.

Schedule a Free Strategy Session

Business Tax Preparation

Think about year-end without the stress of worrying about catching up your accounting or preparing for your tax return prep.

Our services are designed to keep your stress at a minimum.

Need to get caught up? We can get that done in no time and then maintenance will be a breeze. And then you can really take your business to the next level by taking advantage of the services we offer to mentor, guide, and coach you to help you make your dreams comes true.

Strategic Business Planning

Executive Package Essential Package Premium Package
Bank/Credit Card Updates
Reconcile Bank Accounts
Reconcile Electronic Transactions into QuickBooks
Reconcile Credit Card Accounts
Payroll
Prepare Payroll
Submit Payroll Taxes to Agencies
Prepare Payroll Tax Returns
Provide Employee Access to Electronic Paystubs
Provide Employer Access to Electronic Pay Records
Prepare W-2's
Tax
Tax Planning
Estimated Tax Calculations
Annual Video Conferencing Tax Planning Meeting
Annual 1099 preparation
Business Advisory Services
Profit First Assessment
ECROP - Evaluation, Conversion, Roll-out-plan
Profit Allocation Calculations & Adjustments as needed
Profit Assessment - Video Strategy Consultations Monthly reviews for the first 6 months, then semi-annually Monthly reviews for the first 6 months, then quarterly
Business Restructure Analysis and Consulting
State Income Tax Planning and Tax Preparation
Included for FREE
Cloud based software for 24/7 access to books and records
Software and technology costs
Ongoing training and software support
Responses to questions on tax tips and Profit First

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