How We Can Help

This is for you if...

• You have no time (or desire) to do your bookkeeping

• You want insight on money in & money out so you can make adjustments that grow your profits

What's included:

• Transaction management

• Reconciled accounts

• Financial reports & monthly review

• Year-end digital report package (for your tax preparer)

• Meetings conducted via video conferencing

Add-on services available:

• A/R Management and Invoicing

• Receipt Management

• A/P Management and Bill Pay

• Payroll

• 1099 Management

This is for you if...

• You prefer the peace of mind knowing a licensed professional has prepared and electronically filed your taxes

What's included:

• Preparation of personal and/or business tax returns – 1040, 1065, 1120, 1120S

• Preparation of all necessary schedules

• Estimated quarterly tax payment support

• Comprehensive review of completed return prior to filing

Catch Up is for you if...

• You haven’t done any of the bookkeeping for the year & are ready to take it off your to-do list

What's included:

• Comprehensive transaction management review

• Reconciled accounts

• Financial reports

• Meetings conducted via video conferencing

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Clean Up is for you if...

• Your books need some TLC going back more than one year

What's included:

• Complete review of financial performance

• Recommendations for efficiencies and corrections

• Historic account clean up

• Meetings conducted via video conference

⭐ As a QuickBooks ProAdvisor, I work primarily with QuickBooks Online.

Set Up is for you if...

• You do not currently use any kind of digital accounting software and would like to get started with QuickBooks Online.

What's included:

• Complete review of financial statements

• Recommendations for efficiencies and corrections

• QuickBooks Online account creation

• Chart of Accounts & bank feed set up

• Software customization

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Migration is for you if...

• You are currently using another accounting software such as QB Desktop, Xero, Sage or FreshBooks.

• You would like to take advantage of the customization and simplicity of QuickBooks Online.

What's included:

• Complete review of financial performance

• Recommendations for efficiencies and corrections

• Exporting & importing data

• QuickBooks Online account creation

• Application customization

This is for you if...

• You're starting your first business or expanding your current business.

What's included:

• Entity Formation for:

  1. • • • • Sole Proprietorship

           • Partnership

           • Limited Liability Company (LLC)

           • Limited Liability Partnership (LLP)

           • C Corporation

           • S Corporation

           • Professional Corporation

           • Nonprofit Corporation

       • Business Name Search & Reservations

       • DBAs, aka Doing Business As or Fictitious Business Name

       • Trademark Search & Registration

       • Registered Agent Services

       • Business Licenses & Permits

       • Federal Tax ID Numbers (EIN)

       • Sales & Use Tax Permits

       • Payroll Tax Registration in all 50 states (SUI/SIT)

This is for you if...

• You want the support of a trusted advisor to help you effortlessly manage your business compliance requirements.

What's included:

• Compliance Monitoring & Alerts

• Registered Agent Services

• Operating Agreements

• Annual Meeting Minutes

• Initial & Annual Reports

• Articles of Amendments

• Articles of Conversions

• Certificates of Good Standing

• Certified Copies of Documents

• Apostille

• Reinstatements

• Articles of Dissolution

• Corporate Supplies

• Corporate and LLC Kits

• LLC Member Share Certificates

• Corporate Stock Certificate