Loading...
Accounting & Bookkeeping2018-11-15T13:15:12+00:00

We can help you keep more of your money

Bookkeeping Basics

Starts at $397monthly with $500 setup fee*
  • Set up chart of accounts and workflow
  • Set up QBO
  • Handle Sales Tax
  • Credit Card Management
  • Business Bank Reconciliation
  • Accounts Payable | Accounts Receivable
  • Trial Balance Reconciliation
  • Balance Sheets
  • Income Statements
  • 3rd Quarter Planning Meeting
  • Estimated Tax Calculations, Federal, State
  • Quarterly Business Operating Tax

Bookkeeping & Tax

Starts at $497monthly with $500 setup fee*
  • All of Bookkeeping Basics, plus:
  • Income Tax Preparation
  • Income Tax Planning
  • Quarterly Planning Meeting

Bookkeeping & Tax Advanced

Starts at $697monthly with $500 setup fee*
  • All of Bookkeeping & Tax, plus:
  • Advanced Financial Reports
  • Company Performance Monthly Reviews
  • Entity Creation and Organization

* Setup fee waived for yearly pay

Bookkeeping Basics

Starts at $397monthly with $500 setup fee*
  • Set up chart of accounts and workflow
  • Set up QBO
  • Handle Sales Tax
  • Credit Card Management
  • Business Bank Reconciliation
  • Accounts Payable | Accounts Receivable
  • Trial Balance Reconciliation
  • Balance Sheets
  • Income Statements
  • 3rd Quarter Planning Meeting
  • Estimated Tax Calculations, Federal, State
  • Quarterly Business Operating Tax
  • X
  • X
  • X
  • X
  • X
  • X

Bookkeeping & Tax

Starts at $497monthly with $500 setup fee*
  • Set up chart of accounts and workflow
  • Set up QBO
  • Handle Sales Tax
  • Credit Card Management
  • Business Bank Reconciliation
  • Accounts Payable | Accounts Receivable
  • Trial Balance Reconciliation
  • Balance Sheets
  • Income Statements
  • 3rd Quarter Planning Meeting
  • Estimated Tax Calculations, Federal, State
  • Quarterly Business Operating Tax
  • Income Tax Preparation
  • Income Tax Planning
  • Quarterly Planning Meeting
  • X
  • X
  • X

Bookkeeping & Tax Advanced

Starts at $697monthly with $500 setup fee*
  • Set up chart of accounts and workflow
  • Set up QBO
  • Handle Sales Tax
  • Credit Card Management
  • Business Bank Reconciliation
  • Accounts Payable | Accounts Receivable
  • Trial Balance Reconciliation
  • Balance Sheets
  • Income Statements
  • 3rd Quarter Planning Meeting
  • Estimated Tax Calculations, Federal, State
  • Quarterly Business Operating Tax
  • Income Tax Preparation
  • Income Tax Planning
  • Quarterly Planning Meeting
  • Advanced Financial Reports
  • Company Performance Monthly Reviews
  • Entity Creation and Organization

* Setup fee waived for yearly pay

Accounting & Bookkeeping

Accounting & Bookkeeping Explained

Why a business needs to designate a professional for accounting & bookkeeping.

There are four stages in your accounting and bookkeeping.  If you have a failure in any 1 of these stages there will be a failure in your business of some kind.

The four stages are:

  1. Receipts
  2. Transactions
  3. Reconciliation
  4. Reporting

Why would a Small Business use us?

  • How much can I pay myself, right now?
  • Is my business making or losing money?
  • How much in estimated tax should I submit?
  • Can I afford to hire help?  Can I afford not too?
  • Am I swimming, drowning, or  treading water?
These questions will be answered as easily asked. Tax time should not be an anxiety trigger.   Properly set up accounting and bookkeeping make tax time a breeze…and less expensive!  And, to support all those deductions 🙂 your small business will be prepared with IRS compliant, paperless (yay!) record keeping.

What does proper record keeping mean?

We get your Quickbooks software set up to capture and store receipts and records in a way easily audited by the IRS or State Dept of Revenue  – saving you money in the long run.  (Audit representation starts at about $5,000 without it).  We match you with apps specific to your industry that will minimize your burden of staying current with your accounting.
Businesses with solid records do not need to fear a tax audit – let us help your business get there and give you peace of mind.

Why do you need a profit and loss sheet?

We coach on you to read your P&L and Balance Sheet  to make healthier decisions supporting the goals you have for your business. Without complete numbers, the decisions you make are from ‘best guesses’ and ‘intuition’…why take that sloppy risk when the info should be right on your cell phone?

Complete picture of your business = reaching your goals.  Yes, it really does.

What Our Accounting and Bookkeeping entails:

  1. Receipts and record Keeping (excluding inventory management)
  2. Journal Transactions
  3. Reconciling accounts
  4. Provide periodic Financial Reports to Owners / Shareholders
  5. Tax
    1. Estimated Tax Calculations
    2. File and generate payments to Federal and State Dept of Rev.
  6. Set-up of Chart of Accounts and Accounting Methods.

Food for Thought

“The best time to plant a tree was 20 years ago. The second best time is now.”

Ancient Chinese Proverb