Services – My Financial Suite

Everything you need for your bookkeeping, reporting and tax-ready financials.

* Monthly Service with QuickBooks Online

Deliverables:

Easy-to-read and tax ready monthly financial statements (delivered by 20th of the following month)
Bank and credit card reconciliations
1-2 observations / recommendations at month-end
QBO Plus subscription included
Access to unlimited online support
Month-to-month agreement (no long-term contracts)

Add-on Services (with monthly bookkeeping):

Strategic tax planning to minimize (or eliminate) your tax bill.

* Customized Plans

Deliverables:

Expert tax preparation services to ensure compliance and the biggest refund possible.

* One-time custom service

Deliverables:

Remove the payroll and related compliance headache.

* Monthly service with QuickBooks Online Payroll

Deliverables:

Full-service payroll
Employee / contractor onboarding
Payroll taxes calculated, deducted and paid automatically
Quarterly and annual reporting done for you
Forms W-2 and 1099 created and sent automatically to your employees and contractors
Integrated time tracking, scheduling and job costing

You may not know what you do not know, but we probably do!

* Bundle this service to have a full finance team and advisory at your disposal

Deliverables:

Financial strategy development
Monthly analysis and insights to identify obstacles to profit and cash flow with actionable steps
Define and benchmark your business’ KPIs
Budget and forecast your cash flow & taxes to plan ahead and take action
Monthly calls with your virtual CFO for “scorecard” analysis and opportunity planning

why choose us?

Our team comprises certified professionals who understand your industry.

Benefit from partnering with experts in their field - you will sleep better at night!

We customize our services to meet your unique financial needs.

Dedicated to providing superior client service and support.