Service Overview

Accounting

Bookkeeping Includes:

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Books Clean-Up
  • Cash Flow Analysis
  • Customized Chart of Accounts
  • Customized Financial Reports
  • Customized Invoices, Statements & POs
  • Enter, Schedule & Pay Bills
  • Job Proposals
  • Pre-Tax Organization
  • Print & Mail Checks
  • Review & Diagnose your books
  • Clean up & Catch up 
  • Coaching & Consulting for quickbooks
  • Customized workflows
  • Streamlined Financials
  • Financial Coaching

Monthly Reporting:

  • Balance Sheet
  •  Check Register
  • General Journal
  • General Ledger
  • Profit & Loss
  • Profit & Loss Comparison
  • Profit & Loss Year to Date Comparison (if applicable) 
  • Trial Balance


These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, preparation, or savings strategies.

Tax Preparation / Tax Planning

Services include:

  • Current Year Tax Preparation & Extensions
  • Amended Returns 
  • Past Year Returns

             for

  • Individual and Married 
  • Self Employed & Small Business
  • Corperation & Nonprofit

             

Forms:

  • FORM 1065 & 1120S Tax Preparation and Extensions 
  • FORM 940: Employer's Annual Federal Unemployment (FUTA) Tax Return
  • FORM 941: Employer's Quarterly Federal Tax Return
  • Past Years Returns (complete ASAP to avoid the new IRS Late Filing Fee)
  • K1, W2 & 1099 FORM Creations and Filings
  • State Franchise Tax Return

Payroll

Services include:

  • Preparing the payroll
  • Direct Deposit
  • Preparing W-2s and W-3s
  • Preparing 1099s
  • Quarterly Federal and state payroll tax filings
  • Annual Federal payroll tax filings
  • Worker’s compensation audits
  • Unemployment claims

Incorporation

Services include:

  • Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate.
  • Create Personalized Operating Agreement, By-Laws and Initial Meeting Agendas
  • Select accounting software by evaluating your needs
  • Establish billing and collection procedures to maximize your cash flow
  • Establish procedures to monitor and control costs
  • Tax Consultations to help maximize your tax deductions

  • Prepare and file your application for your Federal Employer Identification Number.
  • Provide payroll and payroll tax filing when you bring on your first employee.
  • Identify your business insurance needs.
  • Establish owner and employee retirement savings plans.


Let us help you succeed by getting your new business off to a good strong start.

Schedule Your Free Consultation Today!