Monthly Tax Planning & Strategy
We analyze your tax liability with year-round monitoring so that you can implement strategies throughout the year and minimize the tax you have to pay by making smart decisions.
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° ° ° Our Standard Package includes ° ° °
Click LEARN MORE button for more information and what benefits each service provides our clients.
Payroll Administration Support
Clients that are using an approved payroll provider will receive support with payroll tax notices, payroll setup, payroll questions, automatic payroll setup, and other payroll related requests. Clients will still be responsible for processing their own payroll if hourly employees.
Sales Tax Management
Filing & payment processing (if authorized) of sales tax, annual review of nexus, client products & services set up correctly, applicable law changes, & assistance with sales tax notices.
Optional Quarterly Virtual Meeting with CPA to Review Financials
We develop and import an annual Budget for your company, one of the most important factors of successful businesses, and include Budget vs. Actual reports with your Financial Packet each month
Annual QuickBooks Budget
We develop and import an annual Budget for your company, one of the most important factors of successful businesses, and include Budget vs. Actual reports with your Financial Packet each month
Monthly Financial Packet
including Financial KPIs & Executive Summary by CPA. Each Financial Packet includes an Executive Summary by your CPA with their opinions on your financial performance as well as KPIs (Key Performance Indicators) that are important to your business.
Year Round Tax Strategy & Planning with Custom Tax Dashboard
Year round planning for next year’s taxes and access to CPA for any tax questions as well as access to a tax dashboard to see what your tax liability will look like during next year’s tax season so you won’t be surprised.
Annual Tax Strategy Review
We build a Tax Strategy report for you in the autumn and meet with you to go over tax estimates for the upcoming year and identify strategies that you can use to lower your taxes before year end.
Quarterly Financial Packet
including Financial KPIs & Executive Summary. Each Financial Packet includes an Executive Summary by your CPA with their opinions on your financial performance as well as KPIs (Key Performance Indicators) that are important to your business.
Monthly CPA Review of Accounts
Every month a CPA reviews all transactions in your account for accuracy, and a CPA is available to schedule unlimited meetings, provide advisory services, and develop custom reporting, analysis, scenario planning, etc.
Onboarding & Basic Staff Training
Onboarding is included at no additional cost, and we are available to help your staff master basic QuickBooks tasks with customized training, instructions, and tutorials provided when needed
1099 Management
Processes to keep up to date W9s and records for 1099 contractors, monitor compliance, and issue 1099s annually.
QuickBooks Online Setup
New companies get all QuickBooks initial setup included, not including historical transactions.
Cloud Based Accounting
We work with all cloud based systems and automate as much of the process as possible so that you can spend your time on what matters – your business.
Personal Expert QuickBooks ProAdvisor Bookkeeper
All bookkeepers have went through extensive training and are Certified Advanced QBO ProAdvisors..
Monthly Bank & Credit Card Reconciliations
We reconcile your bank, credit card, and loan accounts in QuickBooks to all statements provided to us monthly.
Bank Transaction Posting
We post your transactions weekly and follow up with you on anything we need your input while it is still fresh in your mind.
What are you waiting for?
No pressure, no strings. Call Us Today: (859) 287-0840