Monthly Bookkeeping

• Each month, we help you keep track of your company’s financial transactions (including revenues and expenses).
• We provide monthly reports showing your company's performance with suggestions on where your company can improve (standard reports include income statement, balance sheet, and statement of cash flows).
• We meet monthly with you to review your company’s financial results.
• We're available by email to respond to your daily accounting questions. We usually respond within 72 business hours.

Please Note: Includes accounting software fees. We handle the cost of the Xero, QuickBooks Online, or other cloud-based accounting software used for your company's monthly bookkeeping.

Personal Income Tax Return Preparation and Filing

• We prepare and file your annual personal income tax return.

Business Income Tax Return Preparation and Filing

• We prepare and file your annual business income tax return and help you make quarterly estimated tax payments for your business.

Payroll Management

• We help you set up and manage your company’s relationship with a payroll service provider (e.g., Gusto, ADP, Paychex, etc.) best suited for your company. If you would like to add payroll services, additional fees from your payroll service provider will apply.

Premium Services

If you have complex accounting needs and are looking for more advanced solutions, we offer a customized Premium package to meet your needs. Premium Services may include:

Full-Service Accounting and Finance Departments

• We handle the back-office financial functions that keep your business operating. These may include:
  • Billing
  • Credit and collections
  • Accounts payable
  • Inventory
  • Fixed assets
  • Financial reporting and analysis
  • Internal reporting
  • Budgeting and forecasting
  • Strategic planning support
  • Cash flow management
  • Account reconciliation
  • Document management
  • And more…

Business Tax Compliance

• We produce and submit information to the tax authorities in the required formats for any type of tax you're required to pay. Taxes may include income tax (federal, state, and local), employment-related taxes, excise tax, sales tax, property tax, and more.

Business Tax Planning

• We help you minimize your tax liability through the best use of all available allowances, deductions, exclusions, exemptions, etc., to reduce taxable income.

Internal Controls

• We partner with you to establish policies and procedures that help your company meet its operational goals, provide reliable financial information, and follow required laws.

Computer System Implementation and Support

• We work with you to set up a computer system that connects different areas of your business. Areas may include operations, marketing and sales, accounting and finance, human resources and payroll, and more.

Consulting

• We help you to improve any part of your business that you'd like to focus on.

Packages That Fit Your Needs

During your free consultation, we assess your accounting needs and present you with the solution that best fits your needs. Below we’ve created some pre-planned packages to get you started. If you need additional services or would like to create a custom package, we will work with you to put together your unique solution.

	BASIC	STANDARD	PLUS	PREMIUM
	B A S I C	S T A N D A R D	P L U S	P R E M I U M
Monthly Bookkeeping	✓	✓	✓	✓
Personal Income Tax Return Preparation and Filing		✓	✓	✓
Business Income Tax Return Preparation and Filing			✓	✓
Payroll Management			✓	✓
Full-Service Accounting and Finance Departments				✓
Business Tax Compliance				✓
Business Tax Planning				✓
Internal Controls				✓
Computer System Implementation and Support				✓
Consulting				✓
And More…				✓