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 Tsheets
  • Accounting Software Conversion
  • QuickBooks Consulting/Classes

Additional Services Not Listed: By Appointment

Tier 1

Quarterly Accounting Services

Primarily for the new start-up or those needing minimal service.

Tier 2

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.

Tier 3

Full Accountant and Advisory Services

The most comprehensive package we offer.