Executive Package Essential Package Premium Package
Bank/Credit Card Updates
Reconcile Bank Accounts
Reconcile Electronic Transactions into QuickBooks
Reconcile Credit Card Accounts
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 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