Establish Chart of Accounts & Vendor Maintenance

Maintain Accounting Software

Estimated Tax Filing / File & Pay Agreements

Reconcile Bank Accounts

1 in Person/Conference Call 1-hour Business Meeting

Business Consultation

Accounting Software Hosting: $25 + tax per month & UP (depended on software provider and package)

Review postings in general ledger for proper classification.

Enter month end journal entries as needed.

Generate Monthly Management Use Only Financial Statements:

• Monthly Balance Sheet Report

• Monthly P&L Report

• Accounts Receivable

• Accounts Payable Reports

Accounts Receivable

Bill Management (Accounts Payable)

Bookkeeping – (Non-Monthly Accounting Services)

Budgeting

Business Consultation

Business Registration Assistance

Education Tax Planning

Estimated Tax filing / File & Pay Agreements

On-Site Accounting

Payroll Management

Quickbooks Chart of Accounts Maintenance

Reconcile Credit Card Accounts

Record Payroll from reports obtained from Client’s payroll company

Business Entity Structure Selection - $195.00 + State Fee (For Profit Only, LLC ~ S-Corp ~ C-Corp ~ Partnership)

1099 MISC & NEC Filing

Individual Federal & State Tax Preparation / Planning

Business Federal & State Tax Preparation / Planning

Sales Tax Filing