SERVICES

Pop the champagne + cue the confetti because we can handle it all!
 
Check out of most popular services below + book your complimentary consultation today. 

All package prices vary based on business size and complexity so please contact us for a custom quote.

Bookkeeping

From the very beginning, we work with you to come up a customized workflow to cover all your financial bases each month. Every package is custom tailored to your needs so you are never overpriced or under-served.

 

Basic Services Commonly Include, but are not Limited to:

  • Review and Clean-up of past books

  • Consultation and Recommendation for Accounts Receivable, Accounts Payable, and Software Implementation

  • Recordkeeping Recommendations and Workflow Implementation

  • Transaction Entry

  • Monthly Reconciliation of 3 Accounts (i.e. checking, savings, credit card)

  • Payroll Management including monthly adjustments

  • Monthly Financial Reporting

  • Email Support

Tax Services

Tax compliance is one of the main stressors of business owners (and all humans) especially with the ever-changing tax code. With bi-annual financial analysis and strategy adjustments included in our base package, you can rest assured you have an expert CPA led team behind you.

Basic Services Commonly Include but are not Limited to:

  • Federal Income Tax Return

  • Schedule C Return

  • Itemized personal deductions

  • Two W-2

  • State and Local Tax Filing

  • Custom Bi-Annual Revenue Review and Custom Adjusted Tax Estimate Calculations

  • Bi-Annual CPA Call

 

Common Additional Tax Services:

  • 1099 Tracking and Filing

  • Partnership and S-Corporation Filing 

  • Multi-State Returns

  • Foreign Tax Consulting

  • Past Return Review

  • Tax Planning

Virtual CFO

Ready to take it all off your plate? Our CFO package has you covered from bookkeepings, to tax filing and compliance, and budgeting and forecasting. We will oversee your business financial and tax compliance and take care of all state, local, and federal tax filing.

Base package includes

 

Basic Services Include but are not Limited to the Following:

  • Full-service bookkeeping

  • Federal Income Tax Return, Including Schedule C

  • Payroll Setup and management with Gusto

  • Partnership or S-Corp Return Filing

  • Up to 20 1099 filings

  • Revenue Forecasting

  • Tailored Financial Support