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Services Provided

Scale to new heights with the below packages to fit your business needs. They are not fees, they are an investment.

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Why do you need this service? Because you're not running an accounting or tax business!

Truthfully, you chose your business because it's your passion and what you're good at. You're in the business to make money. To serve your customers because you specialize in what they want.

I have the experience and creditials to be your full CFO without the heavy salary obligation. The numbers are complex. I can direct them strategically so that you and your family are financially prospering legally, while you know how business is performing.

Choose your bundle today.

Bundles

Silver

You've made the commitment. Business is running. Now you need to make sure that while your business is operating, you know how you are performing.

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This package is for you if you have the basic means of operating. 

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  • Categorization & Reconciling

  • Up to 4 Accounts

  • 1-2 Loans

  • Cash Basis Accounting

  • Month End Reports: Balance Sheet, Profit and Loss, Expense by Vendor Summary, Transaction Detail by Account, AR/AP Aging Summary

  • Payroll Reconiling

  • Bi-monthly Report Zoom Call  (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours

Gold

You're full force operating. You have multiple people helping you and different resources to help you operate.

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This package is for you if you need help with the below items. We report in monthly, while giving weekly check-ins.

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  • Categorization & Reconciling (up to 10 accounts)

  • Multiple Loans

  • Cash Basis Accounting

  • Weekly Reports

    • Balance Sheet​

    • Profit and Loss

    • Trans Detail by Acct

  • Month End Reports

    • Balance Sheet​

    • Profit and Loss

    • Expense by Vendor Summary

    • Transaction Detail by Account

    • AR Aging Summary

    • AP Aging Summary

    • Comparative Reports

    • Statement of Cash Flow

  • Payroll Processing/Reconciling

  • Sales Tax Consultation

  • Form 1099-NEC Filing (up to 25, filing fees billed separately)

  • 1 Consultation Assistance Call/Month (1 hr)

  • 1 Monthly Report Zoom Call    (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours

Platinum

The business is prospering and we need to be strategic all year round.

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This package is for you if you want not only Accounting, but tax guidance as well. We report in monthly, while giving weekly check-ins.

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  • Categorization & Reconciling (up to 15 accounts)

  • Multiple Loans

  • Cash/Accrual Basis Accounting

  • Weekly Reports

    • Balance Sheet​

    • Profit and Loss

    • Trans Detail by Acct

  • Month End Reports

    • Balance Sheet​

    • Profit and Loss

    • Expense by Vendor Summary

    • Transaction Detail by Account

    • AR Aging Summary

    • AP Aging Summary

    • Comparative Reports

    • Statement of Cash Flow

  • Payroll Processing/Reconciling

  • Sales Tax Consultation

  • Budget & Forecasting

  • Estimated Tax Calculation w/ Quarterly Client Basis Tracker

  • Business Tax Prep (Sch C, 1120-S)

  • Form 1099-NEC Filing (up to 25, filing fees billed separately)

  • IRS Monitoring

  • 2 Consultation Assistance Call/Month (1 hr)

  • 1 Monthly Report Zoom Call    (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours

Titanium

Similar to the Platinum, but for more active clients.

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This package is for you if you want not only Accounting, but tax guidance as well. We report in monthly, while giving weekly checkins.

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  • Categorization & Reconciling (up to 25 accounts)

  • Multiple Loans

  • Cash/Accrual Basis Accounting

  • Weekly Reports

    • Balance Sheet​

    • Profit and Loss

    • Trans Detail by Acct

  • Month End Reports

    • Balance Sheet​

    • Profit and Loss

    • Expense by Vendor Summary

    • Transaction Detail by Account

    • AR Aging Summary

    • AP Aging Summary

    • Comparative Reports

    • Statement of Cash Flow

  • AR/AP Management

  • Payroll Processing/Reconciling

  • Sales Tax Consultation

  • Budget & Forecasting

  • Estimated Tax Calculation w/ Quarterly Client Basis Tracker

  • Tax Planning

  • Business Tax Prep (Sch C, 1120-S)

  • Form 1099-NEC Filing (up to 25, filing fees billed separately)

  • IRS Monitoring

  • 2 Consultation Assistance Call/Month (1 hr)

  • 1 Monthly Report Zoom Call    (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours

A La Carte

Sometimes you need a different service. Below are a list of other services I provide. You can add them onto your package if it is not in your package or book the option on my calendar.

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  • Bookkeeping Cleanup

  • QuickBooks Online Consulation

  • Payroll Consultation

  • Tax Consulation

  • Estimated Tax Calculation

  • Client Basis Tracker

  • Accountability Plan

  • Audit Request Assistance

  • IRS Monitoring

  • Tax Preparation - Personal and Business Returns

  • Tax Planning, Quarterly - Personal and Business

  • Tax Resolution

  • Tax Represenation

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