Tax Entity Selection

Up to 2 hour consultation to select the appropriate tax entity for your business. We address any business or personal tax questions.

Software Integration

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.

Payroll Setup

Accountant discount for ADP or Intuit full-service online paperless payroll. We sync your payroll entries with Quickbooks Online.

Quickbooks Optimization

We inspect your bookkeeping, accounting processes, and chart of accounts, then recommend changes to save time and create better reports.

Monthly Bookkeeping

Monthly reconciliations of cash, credit cards, and loan accounts, closing of books, custom reports for tax and growth planning.

Quickbooks Setup

Includes Quickbooks Online Essentials subscription, setup, conversion from Quickbooks Desktop, account customization, and training for one user.

Quarterly Bookkeeping

We review, fix, reconcile your cash, credit cards, and loans every quarter for better financial reports, tax planning, and faster tax preparation.

Tax Planning

Provide multiple tax projection scenarios for estimated tax withholding methods, custom cash flow planning, and complex tax strategies.

Basic Bookkeeping

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.