Packages

Basic Package: (Monthly)

  • Entry of Deposits & Payments

  • Create Profit and Loss report (P&L)

  • Monthly Reporting

  • (One) 30-minute meeting with Accountant monthly (via video/phone/ face-2-face for local clients)

  • Mobile App & Web Access with Secure Portal


Advance Package: (Quarterly)

  • Entry of Deposits & Payments

  • Enter & assign expenses

  • Reconcile up to 3 bank accounts

  • Create profit & loss report (P&L)

  • Quarterly Reporting

  • (One) 1-hour and 30-minute meeting with Accountant monthly (May divide time up over month depending on need; via video/phone/ face-2-face for local clients)

  • Mobile App and web access with secure portal

Supreme Package: (Yearly)

  • Entry of Deposits & Payments

  • Enter & assign expenses

  • Reconcile up to 5 bank accounts

  • Create Profit & Loss report (P&L)

  • Yearly reporting

  • and more

Out of State Clients ONLY (Price Varies)

  • Entry of Deposits & Payments

  • Enter & assign expenses

  • Reconcile up to 3 bank accounts

  • Create Profit & Loss report (P&L)

  • Create balance sheet report

  • Advise Business Owners

  • (Two) 1-hour meetings with Accountant monthly (via video/phone)

  • Quarterly visit with accountant for out of state clients

  • Mobile App and web access with secure portal to access and upload all documents


Tax Planning

  • Tax Planning for the business and its owner(s)

  • Calculation of estimated taxes

  • Preparation of federal, state & other tax returns

  • Compliance review of all applicable taxes

  • Evaluation of tax considerations relating to entity structure

  • Sales and use tax considerations

  • Tangible property regulations

  • Tax audit preparation and support

  • Tax accounting method evaluation (Cash/Accrual)

  • Tax credit opportunities

ADD ON

  • Payroll

  • Budget planning

  • Preparation of Secretary of State Application

  • Applying for Federal & State Tax ID