Basic
Accounting Essentials
- Monthly Bank Reconciliations
- Monthly Credit Card Reconciliations
- QuickBooks Online for 24/7 access to
books and records
- Provide Digital Receipt Capture & Storage
- Provide Digital Document Storage & Secure Portal Access
Tax
- Prepare Individual Federal & State
Income Tax Return
- Prepare Business Federal & State
Income Tax Return
Contact For This Plan
Premier
Includes All Basic Plan Features
- Quarterly Profit Review with analysis and recommendations to improve cash flow and profitability
- Year End P&L review with analysis and recommendations to improve cash flow and profitability
- Next Year P&L plan for improved profitability and cash flow
Accounting Essentials
- Post all Business Banking Transactions
- Post all Business Credit Card Transactions
- Import payroll into QuickBooks /accounting software.
- Make adjusting entries to include accruals and other month end adjustments.
- Prepare full management financials (Quarterly) with charts and graphs
Tax
- Includes Bronze plus
- Tax planning and address tax questions/issues
- 1096/1099 year end reporting
- Personal Property Tax Return(s)
- Annual Report(s) with Secretary of State
- Prepare Sales Tax Returns
- Quarterly Estimated Tax Payments
- Respond to all IRS and State notices
- Provide IRS and State audit representation
Contact For This Plan
Platinum
Includes All Premier Plan Features
- Monthly Profit Review with analysis and recommendations to improve cash flow and profitability
- Monthly Expense evaluation, monitoring,
input & advice
- Conduct Strategy Meeting: Financial Reports Review (Monthly)
Accounting Essentials
- Create accounting entries by class
- Prepare full management financials (Monthly)
- Provide online zoom business review and coaching (Monthly)
- KPI Generator
- Accounts Payable review and recommendations
- Accounts Receivable review and recommendations
Tax
- Provide in-depth Tax Planning Services annually in 4th quarter and as needed
- Strategic Consulting annually and quarterly if needed