With 40+ year experience, we've served various industries
- Real estate - consulting - construction / Trades - medical - beauty - agriculture - software - logistics / Transportation - Advertising - Automotive - Hospitality - Personal Services
- And others!
Monthly Bookkeeping & Payroll
Strategic Tax Planning
Tax Preparation
Tax Planning
Business Underwriting
Real Estate Underwriting
Creative Business Solutions
Business Growth
Chris?
Bookkeeping & Payroll
BOOKKEEPING SETUP: - Start QuickBooks Online subscription (& pass on monthly discount) - Set up chart of accounts (income, expense, asset, liability and equity accounts) - link bank accounts *Standalone Service $500
BOOKKEEPING CLEANUP/CATCHUP *starting at $3600/year
mONTHLY BOOKKEEPING - Categorize transactions - reconcile accounts - observations/recommendations - reports delivered by 20th of the following month *Starting at $350/month
PAYROLL - onboard employees / contractors - Run auto payroll (weekly, bi-weekly, monthly) - ensure all federal & state payroll taxes are filed - integrate with 3rd party payroll services - Oversee W2s and 1099s at year-end *Prices vary
HOURLY qBO TRAINING - 1-on-1 screen share where you can get your specific questions answered *$300/hour
MONTHLY ANALYSIS & INSIGHTS
- Analyze your business and financials to identify obstacles to profit and cash flow
- Receive a straightforward 1-page "scoreboard" highlighting what's working and what needs attention
- Help pinpoint critical steps to take in the next 30 days to stay on track with your profit and cash flow goals
COMPREHENSIVE FINANCIAL OVERSIGHT - track profit and cash flow, analyze your company's financial strengths & weaknesses and propose corrective actions. we do this every month, ensuring your business stays financially on track
MONTHLY FINANCIAL CLARITY - know exactly what to focus on each month to boost profitability - gain a clear understanding of your business' financial health and actionable steps to improve it - have a dedicated financial guide by your side - you're not in this alone!
