Monthly accounting and financial reporting is key to making decisions in your business. Our small business accounting packages frees up your time so you can focus on the operational aspects of your business.
Our Monthly + Quarterly Accounting Services includes a variety of packages with various services which include: After our discovery call we will determine which services and packages best fit your company needs. Quickbooks is not required. Just recommended. But I can use your chosen software to help you manage your accounting services, as long as I have access. Yes, I am a licensed certified public accountant. Yes, taxes are a separate engagement but by being on monthly or quarterly accounting client you will have 25% off all tax services we provide. Your monthly rate and chosen package is based on the information you share with in the call such as number of businesses, accounts being maintained, etc. Yes. This is separate engagement but as an accounting client you can get 20% off tax planning services. We can’t guarantee any of the savings. The nature of tax planning is that it’s forward looking and based on projections of income and expense. If those income and expense numbers change for any reason, savings will be impacted. Stage 1 – Discovery Call During our discovery call we will discuss your specific accounting service needs, help you determine your package and we will followup with a proposal, contract and invoice if we are a good fit. Stage 2 – Proposal Contract and Invoice If you’d like to move forward then your proposal, contract & invoice will all be sent via email. Note, you will 72 hours to make your decision. Our books fill up fast. Stage 3 – Quickbooks Implementation (in Select Packages) During this phase, if you’ve completed stage 2, Time to clean Quickbooks. Services include but are not limited to classifying all transactions, monthly reconciliation of bank and credit card accounts chart of account clean-up, adjusting journal entries. Stage 4 – Ongoing Retainer Services After you’ve gotten through states 1-3 we will be in the ongoing retainer services where we will discuss your monthly/quarterly reports, share ways to keep your business thriving, and also have monthly/quarterly meetings. We have an encrypted portal where clients can upload and download sensitive files.
Accounting Services
If you don’t know your numbers, you don’t know your business!
Do I have to use Quickbooks?
Are you a CPA?
Can you help me with my taxes?
How do you determine the packaging and monthly rate?
Can you help me with Tax Planning Services?
Can you guarantee these savings?
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