Accounting Services

Inlcudes Quickbooks Online Essentials and Rewind backup subscriptions. Includes 2 hours of setup support. Minimal monthly support.

Includes Quickbooks Online Plus and Rewind backup subscriptions.  Also includes:

• Monthly reconciliation of one connected bank account.
• Review of transaction classifications.
• Up to 2 hours of support per month.

Also includes:

• Categorization of all transactions.
• Monthly reconciliations.
• Produce monthly reports.
• Work with on-site staff to enter/scan bills and deposits into QBO.
• Set up and pay bills/transfers through on-line bill pay service (up to 40 transactions per month)
• Work with payroll company as needed to ensure proper processing of payroll transactions into QBO. 
• Provide quarterly reviews with the owner or as needed for business purposes.
• Other items as agreed upon.

As your company grows you need to have proper guidance to ensure your financial and accounting structures keeps pace with your business growth. We offer a full range of CFO level services that can be tailored to fit you business needs. We include all of the services above with our CFO services.  We will also develop and lead your staff to ensure proper controls and tasks are implemented to safeguard your company's assets. Give us a call to review your needs.

Complete your personal tax return using our self-service tax preparation on-line program.  See below to access the link to our self-service tax preparation system.  The cost is only $25 for both federal and state returns.

Includes all forms. 

Includes personal returns plus sole proprietorship, rental income, farm income, etc.

Includes all business types: LLC, Partnership, S-Corp, C-Corp, etc. 

All other forms as required.

Includes Quickbooks Online Essentials account, Online self service payroll for up to 5 employees, and one business tax return (Schedule C, 1120, 1120S or 1065).  You will receive expert support for all platforms.  Our goal is to give you the tools you need to easily run your business.

If your business requires additional support such as more complex accounting needs, payroll interaction with your employees or the need for multiple tax returns we can create a customized bundle to meet your needs.  We will meet with you at no cost to see how we can provide the best, most cost efficient accounting platform for your business.