Services

What we do

Virtual Monthly/Quarterly Bookkeeping Services

We offer Three Packages to Help Fit The unique Needs Of Different Size Businesses

Bronze Package

The Bronze Package includes all of the features each month or quarter:

  • Onboarding
  • Quickbooks Set-up
  • Transaction Entries Monthly
  • Bank and Credit Reconciliations
  • Month End Close
  • Basic Reporting – Balance Sheet, Income Statement (P&L), and Statement of Cash Flow
  • Unlimited Email Support

Silver Package

The Silver Package includes all of the Bronze Package features plus the features below for every month or quarter:

  • Two Customized Reports
  • Assigned Bookkeeper and Supervisor
  • Monthly Phone and/or Video Review of Reports (60 minutes)
  • Phone Technical Support
  • Make Any Adjusting Entries Needed
  • Inventory Reconciliation
  • Includes Sale/Use Tax Filings
  • Journal Entries

Gold Package

The Gold Package includes all the Bronze and Silver Package features plus the features below for every month or quarter:

  • Unlimited Customized Reports 
  • Cash Flow Forecast
  • Contacts
  • Sales Tax
  • Weekly Reporting
Schedule a Call

Tax Services

Individual Tax Services

Preparing your own income tax return can be a task that leaves you with more questions than answers.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled.  Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.

What you get:

  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically so you will get a refund back quicker.
  • Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest-free loan for up to 16 months?
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.

Common Forms

  • Individual  – Form 1040
  • Corporation – Form 1120
  • S-Corporation – 1120
  • Partnership – Form 1065
  • LLC – Form 1065
  • Sole Proprietorship – Schedule C
  • Trusts – Form 1041
  • Estates – Form 406
  • Gifts – Form 709
  • Non-Profits – 990
Schedule a Call

Add-On Services

Catch-Up Services

Are you behind with your bookkeeping? Whether it’s one month, several months, or a year or two, we can help? Services included in this:

  • Onboarding
  • Quickbooks Set-up
  • Transaction Entries Monthly
  • Bank & Credit Reconciliations
  • Month End Close
  • Basic Reporting – Balance Sheet, Income Statement (P&L) & Statement of Cash Flow
  •  Support

Clean-up Services

Clean-up services are just that. We take a look at your past bookkeeping and go in and clean-up what has been done previously. This service includes:

  • All accounts are reconciled
  • All months are closed out
  • All transactions have a payee or payor assigned to them.
  • Basic Reporting – Balance Sheet, Income Statement (P&L), and Statement of Cash Flow
  • Unlimited email support

Payroll Services

Looking for a cost-effective way to pay your staff? We offer several different options:

  • Recommending a payroll platform for your business
  • Setting up your business in a payroll platform
  • Handling all your payroll needs

1099 Filing

Filling 1099s can be challenging. and time consuming. Let us know how we can help to get this task off your plate so you can be back to running your business.

Schedule a Call