All services are customized to your specific needs taking into consideration a variety of factors including, but not limited to, the number and type of accounts, transaction volume, reporting needs, etc.
Schedule a discovery call to learn about your needs, see if it makes sense to work together and discuss next steps to receive your customized proposal.
With over 20 years of business experience in taxes, bookkeeping and insurance auditing, we know how to handle the needs of your business bookkeeping and tax preparation
We keep up with the latest technology so you don't have to. Not just to use another app or program, but to help us - and you - be more efficient in your business
We use Quickbooks Online and a client portal that is available anytime / anywhere
As we said above, we have over 20 years experience in business. We love helping fellow entrepreneurs and if we don't know the answer, we can help find it
We are an Advanced Certified Pro Advisor with Quickbooks and continually taking classes to be up to date with the latest knowledge on taxes, bookkeeping and business
We want to help businesses in all stages and have competitively priced packages for most businesses
Everything in Standard, plus...
Weekly reports on your key numbers
Enhanced Cash Flow Tools
Monthly online (‘virtual’) business review meeting
Year-end tax collaboration
Everything in Essentials, plus...
Quarterly online (‘virtual’) business review meeting
Expense monitoring and advice
Precision accounting with accruals and prepayments
Maintaining your fixed asset register
Full management reporting every month
Completion of Sales Tax returns
Completion of annual accounts
Subscription for your paperless expense and receipt processing system
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash transactions
Credit card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing the monthly Sales Tax reconciliation
Completing payroll journals
Maximize your tax deductions*
Email and telephone support
Basic management reporting every quarter
Supply cloud accounting software
Compiled from looking at hundreds of financials and interviewing contractors. Make these mistakes at your peril and find out what to do if you are making one of these mistakes.