An Investment in Your Business
I have an extensive background dealing with taxation and accounting demands for a wide range of clients. Having worked with small startups, large corporations, and non-profits, I’m comfortable with businesses of all sizes. My services are unique in that your bookkeeping and tax returns will all be handled by a CPA. No need to go different places for bookkeeping and your taxes. That means I'm deeply involved with your business financials which gives me a unique perspective to advise ways to help your business thrive.
Starting at $295/mo
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Monthly maintenance and closing of books including all necessary journal entries
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Financial statements delivered monthly
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Support via email (once per mo)
Starting at $395/mo
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Monthly maintenance and closing of books including all necessary journal entries
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Financial statements delivered monthly
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Unlimited questions/communication through email
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Quarterly estimated tax payment calculation
Starting at $575/mo
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Monthly maintenance and closing of books including journal entries
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Financial statements delivered monthly
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Forecasting and financial advice to help your bottom line
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Unlimited questions/communication via email or phone
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Quarterly estimated tax payment calculation
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Year-round tax planning advice
Green
Package
Gold
Package
Platinum Package
Additional Services - Add On or Purchase Separately
business and personal tax prep
From $500 for federal and one state
Preparation of your personal and business tax returns. Schedule C, Partnership, S-Corp, or Corporate tax filings. Multi-state entities.
Quickbooks clean-up
Contact me for pricing
Clean up and review past transactions. Analyze accounts payable and undeposited funds balances. Set up workflows to optimize the way you work. Connect bank accounts. Upload past transactions.
Payroll
From $245/mo + $5/employee
Bi-monthly payroll run. Direct deposit. Calculate and file all
payroll taxes.
Additional Services
Contact me for pricing
Weekly bookkeeping. Budgeting. Accounts payable. Accounts receivable. Inventory. Don't see what you need? Just ask.