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A LA CARTE
INDIVIDUAL SERVICES FOR YOUR EVERY NEED
1 / QBO SETUP
Converting from desktop to online couldn't be easier. Save time by allowing us to get you up and running with a customized setup specific to your business filing entity and industry
2 / QBO CLEANUP
We will help you get caught up in no time. This plan is designed for small business owners who either need to bring their books up-to-date or need proper accounting for the past year(s) in preparation to complete and file their returns.
3 / QBO TRAINING
We train you to understand the various workflows to properly record transactions into your company file that works best for cash and accrual methods. Avoid costly mistakes with our personal approach to guide you through every step.
4 / SALES TAX
Whether you are required to file quarterly or annually, we got you covered. We will run the necessary reports to accurately report collected sales tax on all local and district levels.
5 / BUSINESS PROPERTY
Preparation of your Business Property Statement to the local county for assessment. Not only will we report your assets but also match records to your tax depreciation schedule for accuracy.
6 / CASH FLOW & BUDGETING
Weekly reporting of current and projected income and expenses over the course of 12-weeks to help make informed business decisions and avoid costly mistakes and purchases.
7 / 1099 FORMS
Let us help process those pesky forms for the independent contractors with precision and accuracy. We will ask for a W-9 to determine whether or not they meet the IRS requirements to issue a form by the deadline date. We process all forms online and provide digital copies to send to your recipients.
8 / YEAR-END REVIEW
We perform a thorough review of your file and fix the mistakes to make better sense of recorded activity for you and your accountant. This may be as simple as changing account types within the Chart of Accounts list, making adjusting entries to capture depreciation or true up balances based on prior tax return information.
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