Services and Pricing

Accounts Payable:

  1. Set up and organize an efficient system to pay bills online
  2. Review invoices every Friday of each month and prepare A/P report for payments
  3. Add new vendors to vendor master
  4. Code and enter invoices, expense reports, and commission statements.
  5. Print checks on a local your company printer and/or pay via a electronic payment
  6. Archive invoices, set up vendor files, and hold for one year
  7. Monitor payables aging

Monthly Procedures:

  1. Monthly charges
  2. Recurring payables
  3. Sales Tax Reporting – Estimates
  4. Payroll Reporting – Estimates
  5. Financial statements
  6. Bank reconciliations
  7. Financial review

Quarterly Meeting:

  1. Review of Financial statements
  2. Cost Analyzes for Gross profit margins
  3. Business Tax Planning

Year End Procedures:

  1. Budget creation and upload
  2. 1099 issuance
  3. W-2 Issuance
  4. W-9 Verification
  5. W-4 Verification

What Clients Say

The team has provided tax help to me and my company
from an early stage of our development.

The support provided has been excellent, with rapid
and accurate processing of our complex issues.

I have been using their tax help office for years now.
They are really a standout against other offices.

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