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.
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.
|Executive Package||Essential Package||Premium Package|
|Bank/Credit Card Updates|
|Reconcile Bank Accounts||✔||✔||✔|
|Reconcile Electronic Transactions into QuickBooks||✔||✔||✔|
|Reconcile Credit Card Accounts||✔||✔||✔|
|Submit Payroll Taxes to Agencies||❌||✔||✔|
|Prepare Payroll Tax Returns||❌||✔||✔|
|Provide Employee Access to Electronic Paystubs||❌||✔||✔|
|Provide Employer Access to Electronic Pay Records||❌||✔||✔|
|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||✔||✔||✔|