Services
As your business expands and becomes more successful, you will find yourself in need of more extensive accounting services.
We are here to help facilitate the growth of your business and to support you along the way. A consistent, long-term focus on tax planning strategies will help you minimize your taxes. The following summarizes the services included in each bundle and we look forward to discussing the right level of service for you and your business.
A-la-carte Services
We offer a variety of services to meet your needs. Please contact us to discuss your specific requirements. These services are available as stand-alone options or can be added to any of the service packages below.
- QuickBooks Online Subscription
- Payroll and Sales Tax Services
- Tax Return Preparation for Company and Owner(s)
- Employee Time Tracking through QuickBooks Time
- Accounting Software Conversion
- QuickBooks Consulting/Classes
Need something not listed here? Contact us to discuss your specific needs.
Quarterly Accounting Services
Primarily for the new start-up or those needing minimal service.
Quarterly Reconciliations
After each quarter-end, we will do a thorough review to ensure that items are being properly classified and make any adjustments necessary.
Quarterly Financials & Meeting
We review the quarterly financial statements with you and offer tax planning suggestions and strategies.
Advanced Tax Planner in October
The Tax Planner is one of the most valuable tools which will aid in making important decisions before year-end.
Monthly Accounting Services
Expanded accounting services including monthly reconciliations, monthly meetings and availability during business hours for questions and consultations via phone, text or email.
Monthly Reconciliations and Financial Statement Preparation
Thorough monthly reconciliations and monthly financial statements.
Monthly Advisory Meeting
Monthly meeting reviewing the company's performance and tax planning suggestions and strategies.
Advanced Tax Planner in October
The Tax Planner is one of the most valuable tools which will aid in making important decisions before year-end.
Same Day Response
Availability during business hours for questions and consultations.
IRS Notice Assistance
Personal assistance with any notices.
Full Accountant and Advisory Services
The most comprehensive package we offer.
QuickBooks Online Subscription
We pass on our ProAdvisor rate by hosting your QuickBooks Online Subscription.
Weekly Reconciliations
Ensuring accuracy of your books on a weekly basis.
Monthly Financial Statements with Advisory Meeting
Monthly meeting reviewing the company’s performance and tax planning suggestions and strategies.
Advanced Tax Saving Strategy Meeting and Planner in October
The Tax Planner is one of the most valuable tools which will aid in making important decisions before year-end.
Company and Owner Tax Return Preparation
Includes tax preparation for your business and personal returns.
3 Business Hour Response Time
You are our highest priority. We respond within 3 business hours to your needs.
IRS Notice Assistance
Personal assistance with any notices.
Not sure which package is right for you?
Every business is different. Get in touch and we'll help you find the right level of service for where you are today.
Schedule a Conversation