Year Round Small Business Support
Your business has to run well every day of the year, not just tax time. Our firm provides full-charge bookkeeping services, including general journal and general ledger maintenance, bank statement reconciliation, payroll and CPA signed financial statements.
We also offer these service to our clients via QuickBooks, an accounting package that lets you collaborate with us by entering checks, deposits, or bookkeeping transactions on the same system we then use to analyze your trial balance and prepare your financials. We are proficient in both QuickBooks Online (which is internet based) or the traditional desktop full featured version. In either case we have a safe secure approach for collaborating with you.
Payroll
With services like direct deposit and automatic filing of quarterly taxes we can make this necessary part of doing business painless. Our mobile apps even let your employees view earning statments and submit time cards for your approval!
Monthly Accounting
Most business owners are surprised at how affordable it is to have their monthly accounting done by our experts. We are typically more qualified than in-house personnel, and our experts are able to complete projects in a fraction of the time.
QuickBooks Experts
We understand that a lot of the small business community lives on QuickBooks. That's why we host QuickBooks in the cloud for our clients: to facilitate seamless communication with your CPA partner while you use the tools you know and love.
Monthly Accounting Packages
Many of our clients are large enough that they need expert help on a monthly basis...but not quite large enough to require a Controller position. Help is on the way!
Why take on the expense of a full time Controller when what you really need is some expert guidance at regular intervals and an extra bit of help to handle compliance and routine back office tasks? To simplify the process of defining what it takes to succeed as a small to medium size business and to help set what your expectations should be of your Accounting firm, we have assembled some packages that we think will fit every business person's budget. Don't see what your business requires? Give us a call and we will be glad to put together a customized package that meets your needs.
| Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|
| Recommended for small business owners who... | Recommended for small business owners who want to take care of bookkeeping in-house but need a review to ensure tied out financials for (primarily) tax return purposes | Recommended for small business owners who want to outsource bookkeeping and want/need to ensure tied out financials for (primarily) tax return purposes | Recommended for small business owners who want to outsource accounting and want to have a better understanding of the financial aspects of their business(es) | Recommended for small business owners who aren't ready to hire a full-time Controller but want to gain deeper insights into the financial aspects of their business(es) |
| Monthly Fee | Starting at $350/month | Starting at $600/month | Starting at $1,000/month | Starting at $1,500/month |
| One-time Onboarding Fee | $500 | $650 | $800 | $1,000 |
| On Demand Help | Dedicated Accountant | Dedicated Accountant | Dedicated CPA | Dedicated CPA |
| Discounted QuickBooks Online Subscription | QuickBooks Essentials | QuickBooks Essentials | QuickBooks Plus | QuickBooks Plus |
| Email and Phone Support (Voice & Text) | ||||
| Secure Client Portal and App | ||||
| Year-End Tied Out Financials Ready for Tax Return Prep | ||||
| Annual Financial Statement Meetings | ||||
| Semi-Annual Fixed Asset Updates | ||||
| Semi-Annual CPA review of transactions and reconciliations | ||||
| Semi-Annual, Tied-Out, CPA Reviewed Financial Statements | ||||
| Semi-Annual Financial Statement Meetings | ||||
| Semi-Annual 1099 Hunts | ||||
| Sales Tax Return Filings and Payments | ||||
| Use Tax Return Filings and Payments | ||||
| Quarterly Fixed Asset Updates | ||||
| Quarterly Tied-Out, CPA reviewed financials | ||||
| Quarterly Financial Statement Meetings | ||||
| Payroll Processing via MyPay(submitting, reporting, importing) | ||||
| Payroll Assistance via 3rd Party Services (QBO, Gusto, Toast, Paychex, etc.) | ||||
| Prioritized Tax Return Filings | ||||
| Extended Support via Slack or Teams | ||||
| Monthly CPA review of transactions | ||||
| Multi-Entity Consolidation & Quarterly Consolidated Financials | ||||
| Monthly Financial Statement Meetings | ||||
| Prioritized Service | ||||
| Tax Projections (through 09/30) |
Bronze
- Recommended for small business owners who want to take care of bookkeeping in-house but need a review to ensure tied out financials for (primarily) tax return purposes
- Starting at $350/month
- Onboarding fee of $500
- Dedicated Accountant
- QuickBooks Essentials
- Email and Phone Support (Voice & Text)
- Secure Client Portal and App
- Year-End Tied Out Financials Ready for Tax Return Prep
- Annual Financial Statement Meetings
- Semi-Annual Fixed Asset Updates
- Semi-Annual CPA review of transactions and reconciliations
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Silver
- Recommended for small business owners who want to outsource bookkeeping and want/need to ensure tied out financials for (primarily) tax return purposes
- Starting at $600/month
- Onboarding fee of $650
- Dedicated Accountant
- QuickBooks Essentials
- Email and Phone Support (Voice & Text)
- Secure Client Portal and App
- Year-End Tied Out Financials Ready for Tax Return Prep
- Annual Financial Statement Meetings
- Semi-Annual Fixed Asset Updates
- Semi-Annual CPA review of transactions and reconciliations
- Semi-Annual, Tied-Out, CPA Reviewed Financial Statements
- Semi-Annual Financial Statement Meetings
- Semi-Annual 1099 Hunts
- Sales Tax Return Filings and Payments
- Use Tax Return Filings and Payments
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Gold
- Recommended for small business owners who want to outsource accounting and want to have a better understanding of the financial aspects of their business(es)
- Starting at $1,000/month
- Onboarding fee of $800
- Dedicated CPA
- QuickBooks Plus
- Email and Phone Support (Voice & Text)
- Secure Client Portal and App
- Year-End Tied Out Financials Ready for Tax Return Prep
- Annual Financial Statement Meetings
- Semi-Annual Fixed Asset Updates
- Semi-Annual CPA review of transactions and reconciliations
- Semi-Annual, Tied-Out, CPA Reviewed Financial Statements
- Semi-Annual Financial Statement Meetings
- Semi-Annual 1099 Hunts
- Sales Tax Return Filings and Payments
- Use Tax Return Filings and Payments
- Quarterly Fixed Asset Updates
- Quarterly Tied-Out, CPA reviewed financials
- Quarterly Financial Statement Meetings
- Payroll Processing via MyPay(submitting, reporting, importing)
- Payroll Assistance via 3rd Party Services (QBO, Gusto, Toast, Paychex, etc.)
- Prioritized Tax Return Filings
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Platinum
- Recommended for small business owners who aren't ready to hire a full-time Controller but want to gain deeper insights into the financial aspects of their business(es)
- Starting at $1,500/month
- Onboarding fee of $1,000
- Dedicated CPA
- QuickBooks Plus
- Email and Phone Support (Voice & Text)
- Secure Client Portal and App
- Year-End Tied Out Financials Ready for Tax Return Prep
- Annual Financial Statement Meetings
- Semi-Annual Fixed Asset Updates
- Semi-Annual CPA review of transactions and reconciliations
- Semi-Annual, Tied-Out, CPA Reviewed Financial Statements
- Semi-Annual Financial Statement Meetings
- Semi-Annual 1099 Hunts
- Sales Tax Return Filings and Payments
- Use Tax Return Filings and Payments
- Quarterly Fixed Asset Updates
- Quarterly Tied-Out, CPA reviewed financials
- Quarterly Financial Statement Meetings
- Payroll Processing via MyPay(submitting, reporting, importing)
- Payroll Assistance via 3rd Party Services (QBO, Gusto, Toast, Paychex, etc.)
- Prioritized Tax Return Filings
- Extended Support via Slack or Teams
- Monthly CPA review of transactions
- Multi-Entity Consolidation & Quarterly Consolidated Financials
- Monthly Financial Statement Meetings
- Prioritized Service
- Tax Projections (through 09/30)
Have you seen our payroll apps?
It simply couldn't be easier to track time and pay employees than this!
Tax Services
Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who can not only ensure you’ve complied with the law, but also help you claim valuable deductions and credits you may have never suspected you qualify for.
Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Corporate Taxation Experts
Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a new business or established, we will find the best possible strategies for reducing your tax liability within the limits of the law.
Estate, Gift & Trusts Planning
We provide expert preparation of federal and state estate, gift, and trust tax returns. We can protect your heirs from the unnecessary emotional devastation caused by uncertainty and estate taxes. We can advise you in your estate planning needs, including business succession plans and gifting strategies.
IRS & State Audit Representation
We know the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities including sales tax audits. We also patner with a Tax Attorney if an Offer in Compromise (OIC) with the IRS is desired.
Business Consulting
Our goal is help you succeed, no matter what the economic climate. To that end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever your needs, our experts have the experience to help you grow and manage your business.
New Business Setup
Our firm can set up a new corporation, partnership, or LLC in conjunction with our partnering attorney. We will advise you on the advantages and disadvantages of the different types of entities you can choose.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
Technology
Our technology experts are ready to help you move your business to the cloud, make a killer mobile app, or take command of your web presence. Let us show you how to use technology to build your brand, delight customers and boost your bottom line.