Leverage technology and reduce painful accounting tasks. Get regular financial reports. Make smart decisions.
Cloud-based paperless solutions designed to reduce time spent on payroll while increasing accuracy of payouts to your employees and contractors.
Don’t feel blind-sided by unknowns. Forge a clear path forward. Strategy, analysis, forecasting, and reporting you need to thrive.
Get timely help with questions and matters that your organization is facing. Get accurate information and reduce your stress.
It’s tough running a business by yourself. You need access to a professional knowledgeable on both accounting and tax so you can make better decisions to stay on track growing your business.
Let us show you how technology can streamline how you work on your business and in your business. Make most of your time.
Accounting software
Secure Client Portal - invite only platform
Collaborative hub for clients
Document management
Collaborative financial forecasting
QBO File Set Up
Special pricing for NEW subscriptions.
Contact us for special pricing offer.
New subscriptions get discounted monthly pricing for one year. Link above takes you to my Qualified Service Provider page.
Customized business account and settings. Build customized Chart of Accounts. Connect bank and credit card accounts to institutions. You enter your online credentials. One time Set Up Fee - Pricing $175.00
A deep dive review of balance sheet accounts. We identify misaligned transactions, reconciliation issues and accounts with balances going in the wrong direction. (i.e. credit card account with a large negative balance). We scan income accounts and expense accounts for miscategorized transactions. One time Fee - Pricing $250.00 (monthly subscription not required)
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For established QBO accounts we will review business accounts, settings and Chart of Accounts. We will make adjustments where necessary after you have engaged our services.
Downloading transactions, categorizing, scanning for correct categorizing, reconciling one bank account and one credit card account.
accounts payable, bill payments, accounts receivable, inventory management. It Does Not include financial advisory services, Tax Planning strategies or facilitating the filing of sales tax returns, preparing or sending 1099's or management of payroll.
Starting w/ last tax return filed through the end of the month signed up transactions are downloaded, categorized and reconciled to statements. Billed at monthly rate
Estimates of what your tax will most likely be in the coming tax year. Projections are done for both your business and personal returns. Access to the planning module available each May - January
Ideas and planning that will lower your taxes that are due. Some strategies are simple and some are very complex. You choose what is right for you.
we will walk you through the strategies you are interested in and provide feedback on how to implement them.
Services outside of the packages will be billed at an hourly rate.
Download Chart of Accounts white paper containing practical how-to's
and common mistakes you would want to avoid. This is a good start of building a strong foundation for your future growth.
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