Our Services
Basic Package
- Monthly Bank Reconciliations
- Monthly Credit Card Reconciliations
- Monthly Line of Credit Reconciliation
- Annual Adjustments and Closing
- Monthly Financial Reports
- Monthly Q&A about GL Balances – in writing
- One end of the year meeting/review
- Preparation of sales and local tax returns
Starting price will vary if payroll and sales taxes are included
Based on QuickBooks Online – (subscription paid by client)
Product: Transactional – Keeping the books
Product: compilation at 12 Times per Year
Two Weeks After the Fact
Growth Package
- All of the features of the Bronze Package including
- Real Time Financial Information
- Assistance with tax related letters or “quick questions”
- Prepare and monitor monthly Cash Flow Analysis
- **Payroll Assistance _ See below for details
- Annual Preparation of up to five 1099NEC and 1099MISC
- Quarterly Tax Consulting and Planning
Based on QuickBooks Online – (subscription paid by client)
Product: Compliance
**Assist with payroll-related issues/Serve the liaison between the client and the payroll company (QBO, Paychex, etc.)
Tax returns filing priced separately
Success Package
- A readily available sounding board to help with those tough decisions and help clarify business plans.
- Training and overseeing bookkeeper/accounting staff.
- Budget/Cash flow planner preparation and monitoring.
- Assistance in defining long-range plans and the quantifications of goals.
- Development of company accounting procedures manual
- Custom designed policies and procedures
- Assistance with acquiring business credit and financing
- Tax research, consulting and planning
- Handling of tax related letters /Representation*
- Prepare and file forms 1099/1096 to independent contractors and the IRS – up to 10 contractors
- 1 Hour Monthly Meeting – Face to Face
- Strategic Planning: Define business goals, KPIs, SWOT analysis, Marketing plan, Cash flow projection
Owner’s Personal Tax Return preparation and filing – Only
Based on QuickBooks Online – (subscription paid by client)
Provides the infrastructure and foundation to grow and expand successfully
* Representation includes calling the government agencies – IRS or New York State to handle tax matters on behalf of the client
Business Setup Package
- Business Entity Selection and Filing
- Initial 1 Hour Consultation
- Strategic Planning (Short and Long Term) & Accountability Meetings
- Preparation of Sales Tax Application and Filing
- QuickBooks Online Setup including 1 hour training
- Payroll Setup(ONLY) – up to 2 employees
- Accountability 1 hour monthly meetings for 3 months to work on strategic plan