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Tax, Accounting & Payroll

Offering a robust line of products

to meet your personal and business needs

You run your business…we’ll run the numbers

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

  • Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
  • Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
  • Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.

Your back office support system

Essentials

Includes:

Accounting App Subscriptions

  • QuickBooks online subscription
  • QuickBooks online backups

Accounting & Payroll

  • Reconcile banking transactions into QuickBooks
  • Reconcile bank accounts monthly
  • Reconcile credit card accounts monthly
  • Full service payroll preparation
  • Prepare 1099s for contractors
  • Prepare property tax reports

Receipt Management & Accounts Payable

  • Track credit card receipts

Tax Preparation

  • Business income tax preparation & e-file
  • Year-end books/tax adjustments
  • Tax due date reminders
  • Response to IRS notices/correspondence

Business Education

  • QuickBooks online ongoing education (bi-annual)

Support

  • Private messaging & phone support (72 hour response time)

Advisory

Includes Essentials plus:

Accounting App Subscriptions

  • HR compliance & worker safety
  • Reasonable compensation calculations

Support

  • Private messaging & phone support (48 hour response time)

Tax Preparation

  • Full tax audit representation (income tax & payroll tax)

Tax Planning

  • Tax projections (annual)
  • Tax strategy analysis & discovery (annual)
  • Tax update webinars (annual)

Business Coaching

  • Business growth & advisory meetings (annual)
  • Financial dashboard with KPI report (quarterly)

Business Education

  • QuickBooks online ongoing education (quarterly)

Support

  • Private messaging & phone support (48 hour response time)

Strategic Growth

Includes Advisory plus:

Tax Planning

  • Tax projections (bi-annual)
  • Tax strategy analysis & discovery (bi-annual)
  • Tax update webinars (bi-annual)

Business Coaching

  • Business growth & advisory meetings (quarterly)
  • Financial dashboard with KPI report (bi-monthly)

Business Education

  • QuickBooks online ongoing education (monthly)
  • Financial advisor meeting for business (annual)
  • Annual group conference meeting w/ attorney (annual)
  • Annual group conference meeting w/ insurance agent (annual)

Support

  • Private messaging & phone support (24 hours response time)