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CPA Accounting firm desk preparing small business financials

OURSERVICES

Discover the convenience of our versatile accounting services tailored to suit your needs. Whether you require comprehensive monthly accounting support or one-time assistance, we are here to provide reliable and professional solutions for all your small business needs.

Outsourced Accounting Services

For all your ongoing accounting related needs.

Tax icon CPA accounting firm providing tax services
Payroll icon small business accounting payroll tax services
Bookkeeping icon small business accounting services

Bookkeeping

Payroll

Tax Planning & Preparation

Includes:

  • Categorize and record all financial transactions

  • Maintain general ledger and chart of accounts

  • Perform bank/credit card reconciliations

  • Generate financial reports

  • Manage vendor payments and AP aging

  • Manage customer receipts and AR aging

Includes:

  • Run payroll biweekly/monthly

  • Monthly payroll reporting

  • Manage payroll tax withholdings

  • Verify quarterly payroll tax filing

  • Contractor tracking (Form 1099 Preparation)

  • Employee tracking (Form W-2 Preparation)

Includes:

  • Tax optimization planning meeting 

  • Tax return review meeting

  • File quarterly tax return 

  • File annual business tax return

  • 1 personal tax return

Monthly accounting services are billed based on current hourly rate together with direct expenses or quoted flat rate.
Pricing will depend on transaction volume and complexity of business operations. 

Outsourced Accounting Packages 

In alignment with our value of partnering with and empowering clients, we offer packages that include frequent financial review meetings and comprehensive support. 

Our tailored approach includes three distinct package options, which can be further curated to best fit your business needs. 

     Bookkeeper Package

Includes:​

  • Full bookkeeping services

  • Quarterly financial review meeting

  • Quarterly financial report package

  • Collaborate with tax preparer

  • 1:1 support via email

Gain peace of mind knowing that your books are always accurate and up-to-date. Enhance tax readiness and have a better understanding of your business’s financials. 

Starting at $400/month

Additional Services

Curated services, turning problems into solutions

Accounting icon CPA accounting firm providing advisory services for small businesses
Accounting icon CPA accounting firm providing advisory services for small businesses
Accounting icon CPA accounting firm providing advisory services for small businesses

Accounting/Tax Consulting Session

Accounting Books Clean Up

Accounting System Setup

Includes:

  • Pre-session questionnaire to specify the questions and topics to discuss

  • 1 hour video meeting

  • Meeting summary report with additional notes and recommendations 

Includes:

  • Detailed review of accounting system

  • Correct prior entries and chart of accounts

  • Prepare additional entries

  • Prepare corrected financial reports

  • Report explaining errors found, corrections made and updated accounting system

  • Meeting to walk through report

               (not included in hourly calculation)

Includes:

  • Organize chart of accounts

  • Create business invoices

  • Set up vendors, clients, and employees

  • Connect bank accounts and credit cards

  • Report with tailored instructions for how to use implemented accounting system

  • Meeting to walk through report

            (not included in hourly calculation)

One-time services are billed based on current hourly rate together with direct expenses or quoted flat rate.
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