Services
We keep your books current all year - then prepare accurate and reliable tax returns from numbers that have already been reconciled. We will make sure that from start-to-finish, your books and records are treated with care and professional responsibility.
QUICKBOOKS ONLINE MONTHLY BOOKKEEPING
You manage your own QBO subscription. We work in the file as your accountant, reconcile the books and send tax ready reports each month.
This is the service to choose if you want your books closed on a schedule - not reconstructed at tax time.
Bank and credit card reconciliations
Transaction coding and categorization
Monthly financials
Best For:
LLCs, S-Corps, sole proprietors already on Quickbooks online
Owners looking to regain time by offloading back-office work
Anyone who wants tax season to start with clean books
Tax-ready year end package
Optional add-on’s such as bill-pay, collections and more
QUICKBOOKS ONLINE SETUP & CLEANUPS
If the file was never finished, categories are a mess, or several months are sitting unreconciled, monthly bookkeeping should not start on top of that. We will repair the books first to secure a solid foundation.
Chart of accounts cleanup
Opening balances set correctly
Bank feeds and common app connections
Best For:
Books that have not been touched in months
A new company looking to get things setup right at the start
Books that would not support a tax return filing
Catch-up for missed periods
Proper handoff into monthly bookkeeping
TAX PREPARATION AND PLANNING
Individual and business returns prepared on time in accordance with regulations, ensuring that you receive all applicable deductions and credits. Plan for events that may leave you with an unexpected tax bill.
Best For:
Owners that want bookkeeping and tax in one practice
A new company looking to get things setup right at the start
Individual returns
Business returns
Quarterly estimates
Works best when:
Monthly bookkeeping is in place. Tax only engagements are available.