Business Packages

As a small business owner, you have more important things to do than to keep your own books and do payroll. We take care of that for you, so you can run your business and generate profits!

 

MONTHLY BOOKKEEPING BENEFITS

Set up a chart of accounts
Data entry from statements
Monthly reconciliation
Help implement an A/R system
Monthly financial statements
Hosting of QB file
Handle all notices
Unlimited emails
W-9 process for contractors
Issue 1099’s
Supply information for tax return
Tax forecast and strategy
Asset Review
Resource notebook
3 strategy sessions a year
Annual meeting with a financial advisor
Scan and keep receipts electronically
Scan and keep all bank statements and canceled checks electronically
TPT Monthly Preparation