Services
Basic
- Quarterly tax planning
- Prepare bank reconciliations monthly
- Once a month 1 hour meeting
Preferred
- Assist with weekly bookkeeping
- Prepare bank reconciliations and financial statements monthly
- Twice a month 1 hour meeting
- Quarterly tax planning
Plus
- Assist with weekly bookkeeping
- Prepare bank reconciliations and financial statements monthly
- Accounts Payable/Bill Pay assistance
- Once a week 1 hour meeting
- Quarterly tax planning
Premium
- Controller level functions
- Budgeting/Cash Flow/Forecasting/Projections
- Plus level services
- Once a week 1 hour meeting
- Quarterly tax planning and financial statement analysis
Clean up Services
- Clean up activity in prior period general ledger
- Complete prior period bank reconciliations and close books
- Provide prior period financial statements
*Clean up process takes approx. 30 days to complete*
Training
- Train those responsible for the maintenance of the general ledger in use of accounting software
- Assist with implementation of sound internal controls
Tax Preparation
Corporate
Taxes
Preparation of corporate tax return
Personal
Taxes
Preparation on personal tax return
State & Other
Taxes
Preparation of payroll, sales and use, and/or state franchise tax returns