
Bookkeeping & Accounting
Plans

1
Bookkeeping
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Quarterly Tax Meeting & Filing
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Record & Categorize Financial Transactions & Expenses
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Monthly Reconciliation of Bank & Credit Card Statements
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Preparations of Monthly Financial Statements
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Customized Reports Tailored to Business Needs
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Payroll Processing & Tax Compliance
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Calculation & Filing of Sales Tax
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Yearly Tax Filing & Planning
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Ongoing Support & Assistance
starting at
$1,00+
per month
2
Full Service Accounting & CFO
-
All Services Included in Bookkeeping in addition to:
-
Track Customer Invoices & Payments
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Monitor Overdue Client Accounts & Send Reminders
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Ensure Timely Payment to Vendors
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KPI Tracking & Trend Analysis
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Benchmarking
-
Budgeting & Forecasting
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Cash Flow Analysis & Optimization
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Prepare & Manage Financial Audits
-
Ongoing Support & Assistance
starting at
$1,750+
per month
3
Business Growth & Strategy Solutions
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Strategic Growth Strategies & Roadmap
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Operational Efficiency & Six Sigma
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Financial Performance Optimization & Analysis
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Tax Planning
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Compliance & Regulation
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Growth Forecasting & Market Trend Analysis
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Key Metric & Success Tracking
-
Dynamic Budgeting & Scenario Planning
Per Project
Basis
Business & Personal Taxes

1
Personal Taxes
Our personal tax filing service is designed to make tax season stress-free and efficient. We meticulously assess your individual financial situation. We handle the preparation and filing of your tax returns, ensuring compliance with current tax laws. By accurately identifying all eligible deductions and credits, we make the most of your tax situation. With our expertise and commitment to excellence, we navigate the complexities of tax filing with ease and confidence.
starting at
$350
2
Business Taxes
Business tax filing entails a comprehensive analysis of your company's financial records, meticulous preparations of tax documents, and strategic planning to optimize deductions. We ensure compliance with relevant tax regulations. With our dedication to excellence, you can trust that your business tax filing is handled with the utmost precision and care, providing you with peace of mind and superior service.