Small Business Accounting Services
Monthly and Quarterly Accounting & Bookkeeping Services
Bundled Services
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Establish Chart of Accounts & Vendor Maintenance
Maintain Accounting Software
Estimated Tax Filing / File & Pay Agreements
Reconcile Bank Accounts
1 in Person/Conference Call 1-hour Business Meeting
Business Consultation
Accounting Software
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Accounting Software Hosting: Starting at $25 + tax per month (dependent on software provider and package).
General Ledger Review: Ensure proper classification of postings.
Month-End Journal Entries: Enter as needed for accurate financial records.
Financial Statements: Generate monthly management use-only reports.
Monthly Balance Sheet Report
Monthly Profit & Loss (P&L) Report
Accounts Receivable Report
Accounts Payable Report
Tax Services
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1099 MISC & NEC Filing
Individual Federal & State Tax Preparation / Planning
Business Federal & State Tax Preparation / Planning
Sales Tax Filing
Additional Services
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Accounts Receivable
Bill Management (Accounts Payable)
Bookkeeping – (Non-Monthly Accounting Services)
Budgeting
Business Consultation
Business Registration Assistance
Education Tax Planning
Estimated Tax filing / File & Pay Agreements
On-Site Accounting
Payroll Management
Quickbooks Chart of Accounts Maintenance
Reconcile Credit Card Accounts
Record Payroll from reports obtained from Client’s payroll company
Business Entity Structure Selection - $195.00 + State Fee (For Profit Only, LLC ~ S-Corp ~ C-Corp ~ Partnership)