Business tax services are available, excluding any required bookkeeping tasks.
Accounting Solutions Overview
Each package offers:
Access to Xero or Quickbooks Online platforms.
Tax services for businesses or non-profit organizations.
Online support for clients
Accountant Package
Clients manage transaction categorization.
Yearly book closure for the business.
Annual creation of financial statements for management purposes.
Biannual strategic management discussions.
Controller Package
Clients oversee transaction categorization.
Books are closed quarterly.
Quarterly generation of financial reports for management.
Quarterly Tax Strategy and Forecasting Reports.
Quarterly strategic management meetings.
CFO Package
Transaction categorization every month.
Monthly book closure.
Prepare financial reports for internal use monthly.
Analysis of financial statements every quarter.
Quarterly Tax Strategy and Forecasting Reports.
Annual review of business health.
Yearly evaluation of benchmarks and key performance indicators.
Additional Services
Billing and invoicing (Accounts Receivable).
Management of bill payments (Accounts Payable).
Training on the use of Xero, Quickbooks Online, or Bill.com.
Business strategy development.
Preparation of Financial Statements - either compilation or review.
Guidance on business structure (e.g., partnership, corporation, or S-corporation).
For detailed pricing information on our packages, kindly contact us directly.
Founded on the principle that every small business owner deserves efficient accounting solutions, We are dedicated to saving time, minimizing taxes, and simplifying life.
