Outsourced accounting services similar to having an in-house accountant. Fully customized to your business needs. Accounts payable, accounts receivable, banking account reconciliations, internal financial statement preparation, and preparation of all applicable tax documents. Discount for year-end tax preparation.
Completed at the end of the month to provide accurate financial statements. These services are best for clients who want to complete the day-to-day bookkeeping on their own and have an accountant reconcile accounts, review entries, and check the accuracy of financial statements at the end of the month. Discount for year-end tax preparation.
Quarterly review of recorded transactions, completion of reconciliations and preparation of applicable quarterly taxes. These services are intended for low volume clients and those who just want to keep the books in order for tax season. Discount for year-end tax preparation.
Weekly, Bi-Weekly or Monthly payroll services can be added to any accounting services package. Pricing depends on the frequency of payroll and the number of employees.
Support and review of in-house bookkeeper or accountant. Includes additional analysis and management specific reports. Payroll services can be added to enhance confidentiality within your business. Services offered can include accounting procedure design, review of internal controls, and job description preparation for hiring a new in-house employee. Pricing will depend on your existing in-house accounting team and the services needed each month.
Business Consulting in addition to those included in the monthly service packages:
Federal and State Personal Tax Returns pricing dependent on complexity and schedules needed. You will be provided with an exact range before tax preparation begins.
Federal and State Business Tax Returns pricing dependent on complexity and schedules needed. You will be provided with an exact range before tax preparation begins. Discounts provided for clients receiving monthly accounting services.
Setup of a fresh QuickBooks Online or Xero account depending on your preferences and business needs.
Clean-up of existing accounting records in QuickBooks Online or Xero. Pricing based on complexity of clean-up, estimate provided after consultation.
Catching up prior months or years of accounting records in QuickBooks Online or Xero. Pricing is similar to Write-Up services for each month of records.