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Accounting

& Bookkeeping

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Accounting

Basic Services

Preparation of Annual Special Purpose Financial Reports.

Preparation & lodgement of your Income Tax Return.

Dividend Statements & Statutory Minutes.

Access to our email advice line.

Budgeting & Forecasting

Detailed 12 month Forecast & Budget broken down month by month.

Cash Flow forecast for the period.

Profit & Loss forecast for the period.

Balance sheet forecast for the period.

General Advisory

Prepayments & accruals.

Assets registration.

Tax advice.

Financial & key KPIs advice.

Accounting software advice.

Bookkeeping advice.

Follow-up meetings.

Email & phone support.

Premium Review

Monthly preparation of Annual Special Purpose Financial Reports, including fixed asset schedule.

Monthly sales & use tax returns.

Business tax return preparation.

Personal tax return preparation.

Basic 1040 plus Schedule A.

IRS audit support & CPA Defense.

Full tax projection & planning module.

Unlimited access to our advice line with unlimited phone, email, and CPA meetings.

Free online accounting software license.

Estimated tax payment preparation.

Annual corporation renewal.

IRS address change for business and/or owner.

Quarterly Review

Quarterly preparation of annual special purpose financial reports.

Quarterly sales & use tax returns.

Dividend statements & statutory minutes.

Business tax return preparation.

Limited IRS audit support.

Free accounting software.

Access to our phone and email advice line.

Custom Plans

Easily create a custom plan that meets the exact needs of your company. View our service menu or schedule a consultation so we can provide a quote.

Quickbooks Online Pricing

Bookkeeping

Small

Monthly reconciliation of bank & credit card statements up to 100 transactions.

Monthly reconciliation of accounts receivable & accounts payable up to 100 invoices.

Paperless payables & supplier invoices & receipts imported via online software.

Debtor reminders.

Maintain data feeds into your accounting software files.

Troubleshooting & support.

$350/Month

Medium

Monthly reconciliation of bank & credit card statements up to 200 transactions.

Monthly reconciliation of accounts receivable & accounts payable up to 200 invoices.

Paperless payables & supplier invoices & receipts imported via online software.

Debtor reminders.

Maintain data feeds into your accounting software files.

Troubleshooting & support.

$420/Month

Large

Monthly reconciliation of bank & credit card statements up to 500 transactions.

Monthly reconciliation of accounts receivable & accounts payable up to 500 invoices.

Paperless payables & supplier invoices & receipts imported via online software.

Debtor reminders.

Maintain data feeds into your accounting software files.

Troubleshooting & support.

$550/Month