Up to 2 hour consultation to select the appropriate tax entity for your business. We address any business or personal tax questions.
We link Quickbooks Online to your apps such as payroll, merchant accounts, and customer management programs.
Virtual CFO Oversight
Custom monthly financial reports, virtual profitability review meetings; loan request assistance, and special reporting.
Accountant discount for ADP or Intuit full-service online paperless payroll. We sync your payroll entries with Quickbooks Online.
We inspect your bookkeeping, accounting processes, and chart of accounts, then recommend changes to save time and create better reports.
Monthly reconciliations of cash, credit cards, and loan accounts; closing of books, custom reports for tax and growth planning.
Includes Quickbooks Online Essentials subscription, setup, conversion from Quickbooks Desktop, account customization, and training for one user.
We review, fix, reconcile your cash, credit cards, and loans** every quarter for better financial reports, tax planning, and faster tax preparation.
Provide multiple tax projection scenarios for estimated tax withholding methods; custom cash flow planning; complex tax strategies.
Includes evaluation of books, Quickbooks Online settings and reports. Annual accounting adjustments and review of cash, credit cards, loan, and payroll reconciliations**.
Quarterly Financial Checkup
We review and provide critical financial reports focused on financial metrics like profit margins, leverage, and expense management.
Exit Strategy Planning
Recommend and implement exit strategies customized to owner circumstances, business value, and complex tax situations.
*All Moore Value Plans require a $2,500 retainer and $200 one-time setup fee
Additional services billed hourly or upgrade MOORE Value Plan
**Up to two checking, two credit cards, two loan accounts and 1 payroll per month