Accounting & Bookkeeping Services
Silver Small Business
$200/month (up to 75 transactions) $50 extra after 75 transactions
-
QuickBooks Setup
- Set up Chart up Accounts
- Monthly Bookkeeping
- Monthly Income Statement P&L
- Financial Statements Interpretation when needed
- Quarterly Tax Setup
- Business Set-up Audit
- Smart Vault Portal
Platinum Package
$1000/month (20 hours) billed at $50 per hour
- QuickBooks Setup
- Set up of Chart of Accounts
- Monthly Bookkeeping
- Monthly Income Statement P&L
- Monthly Balance Sheet
- Monthly bank and credit card statements reconciliations
- Financial Statements Interpretation when needed
- Quarterly Tax Setup
- Business Set-up Audit
- Smart Vault Portal
- CFO Services
- Accounts Receivable Management which includes Invoice preparation and collection services.
- Accounts Payable Management which includes prompt Bill and Tax payments
- Unlimited support from us for any questions or concerns
Gold Small Business
$320 /month (up to 100 transactions) $50 after 30 transactions
-
QuickBooks Setup
- Set up of Chart of Accounts
- Monthly Bookkeeping
- Monthly Income Statement P&L
- Monthly Balance Sheet
- Monthly bank and credit card statements reconciliations
- Financial Statements Interpretation when needed
- Quarterly Tax Setup
- Business Set-up Audit
- Smart Vault Portal
Clean Up Services
- Requesting a business loan or LOC, I will help prepare all the necessary documentations.
- Review your accounts receivable aging summary report for any additional corrections, updates, or changes that need to be made to your accounting file.
- Look over your unpaid bills report for any additional corrections, updates, or changes that need to be made to your accounting files.
- Reconcile your bank accounts and credit card accounts.
- Locate discrepancies in your bank reconciliations.
- Reclassify transactions that have been incorrectly recorded into your accounting files.
- Look over your working trial balance for misclassifications, data entry errors, and prepare a list of suggested adjusting journal entries to correct these bookkeeping mistakes.
- Review the setup of your accounting file and make any necessary corrections.
“My goal as your accountant is to provide knowledgeable recommendations to enable my clients to make informed financial decisions”
BOOKING
AUDIT PREPARATION
ACCOUNTING SETUP & CLEANUP
FINANCIAL STATEMENTS & ANALYSIS
CFO OUTSOURCING
BUSINESS TAXES (S-CORP, NFP, PARTNERSHIP)
Why you need me…
Having an accountant is just as important as having a lawyer or a doctor. You need an accountant for the health and wealth of your business. The recent pandemic has show us that if you don’t have your business finances together, you can’t get loans, grants and other funding curated just for small businesses.
How You’ll Benefit
REDUCE YOUR TAX LIABILITY WITH EXPERT SUPPORT
RECEIVE A WEALTH OF SMALL BUSINESS ADVICE
OBTAIN TIMELY AND ACCURATE FINANCIAL STATEMENTS
INHERIT MORE TIME TO FOCUS ON YOUR BUSINESS
STAY IN COMPLIANCE WITH BANKS, GOVERNMENTS AND THE IRS