Bookkeeping & Monthly Consulting

All your business needs met with one monthly fee…

We build a custom package that meets your business and personal needs, here’s what’s included.

  • Full Accounting and Bookkeeping via QuickBooks: Ensure your financial records are accurate and up-to-date and financial statements readily available

  • Tax Planning and Strategy: Review of your past, current and future tax condition and build a plan to best optimize your entity structure (LLC versus S-Corp Analysis) , reduce your taxes and keep more money in your pocket.

  • Tax Preparation and Filing: Your business and personal taxes are included, no need to hire separate bookkeeper for bookkeeping and CPA for taxes. All in for one cost

  • Tax Estimates and Projections: Plan ahead with precise estimates and projections tailored to your business needs.

  • Unlimited Questions and Advice: Access to our team for any financial or tax-related inquiries. You’re going to have questions and having a resource available for advice is necessary as your business and personal finances change

  • Payroll Consulting: Ensure timely and accurate payroll for yourself, employees and contractors, including tax withholdings and direct deposits. We will help you get set up and compliant

  • State Business Tax Obligations: Stay compliant with all state level tax regulations (Sales Tax, Franchise and Excise Tax, Business Tax etc. ), we will assist in registering the appropriate accounts and complete the filings on your behalf.

Complete the Form Below to receive an Estimated Proposal and Monthly Retainer