Services Provided
Scale to new heights with the below packages to fit your business needs. They are not fees, they are an investment.
Why do you need this service? Because you're not running an accounting or tax business!
Truthfully, you chose your business because it's your passion and what you're good at. You're in the business to make money. To serve your customers because you specialize in what they want.
I have the experience and creditials to be your full CFO without the heavy salary obligation. The numbers are complex. I can direct them strategically so that you and your family are financially prospering legally, while you know how business is performing.
There are packages for all types of needs. Choose your duty station.
Duty Stations
(Packages)
Recruiting Station
Are you freshly starting your business and know you need some guidance, but you're not ready for a monthly commitment?
This package is for you as we report in Quarterly to catch you up and get you on the right path.
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Quarterly Bookkeeping
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Less than 45 transactions/month
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Cash Basis Accounting
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Categorization & Reconciling up to 2 Accounts
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Month End Reports: Balance Sheet, Profit and Loss, Transaction Detail by Account
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Quarterly Report Zoom Call (1 hr)
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Secure portal access where communication and files are kept in one place
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Email availability during business hours
Bootcamp
You've made the commitment. Business is running. Now you need to make sure that while your business is operating, you know how you are performing.
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This package is for you if you have the basic means of operating. We report in monthly.
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Monthly Reporting
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Cash Basis Accounting
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Categorization & Reconciling (up to 5 accounts)
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Month End Reports
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Balance Sheet​
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Profit and Loss
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Transaction Detail by Account
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AR Aging Summary
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AP Aging Summary
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Monthly Report Zoom Call (1 hr)
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Secure portal access where communication and files are kept in one place
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Email availability during business hours
Utilities
You're not a grunt anymore! You're full force operating. You're pulling rank. You have multiple people helping you and different resources to help you operate.
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This package is for you if you need help with the below items. We report in monthly, while giving weekly checkins.
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Monthly Reconciled Reporting
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Weekly Performance Reports
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Cash Basis Accounting
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Categorization & Reconciling (up to 10 accounts)
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Sales Tax Reporting
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Form 1099 Filing (up to 25 forms included, filing fees billed separately)
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Payroll Processing
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Payroll Setup​
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Payroll Processing up to 10 EE's
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Payroll Reconciling
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Saving and following up with payroll filings
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Month End Reports
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Balance Sheet​
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Profit and Loss
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Transaction Detail by Account
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AR Aging Summary
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AP Aging Summary
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Comparative Reports
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Expense by Vendor Summary
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Income by Customer Summary
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Monthly Report Zoom Call (1 hr)
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1 Consulation Assistance Call/month
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Secure portal access where communication and files are kept in one place
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Email availability during business hours
Medal of Honor
You're heading for retirement! The business is prospering and we need to be strategic all year round.
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This package is for you if you want not only Accounting, but tax guidance as well. We report in monthly, while giving weekly checkins.
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Utilities Package
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Accrual Accounting Included
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AR Management
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AP Management
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Statement of Cash Flow included
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Report Analysis
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Budget and Forecasting
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Tax Preparation - Business Return, if applicable
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Tax Planning for Business, if applicable (Mid and End of year planning)
Deploy Options
Sometimes you need a different service. Below are a list of other services I provide. You can add them onto your package if it is not in your package or book the option on my calendar.
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Bookkeeping Cleanup
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QuickBooks Online Consulation
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Payroll Consultation
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Tax Consulation
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Tax Preparation - Personal and Business Returns
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Tax Planning, Quarterly - Personal and Business
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Tax Resolution
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Tax Represenation
