Each month, we review and post all transactions in QuickBooks - ensure all transactions are classified correctly - reconcile balance sheet accounts (bank accounts, credit cards, any loan/note payable, etc. - prepare a monthly management reporting package including a current period Profit & Loss, year-to-date Profit & Loss and Balance Sheet - notes are included for discussion and planning as well. A monthly consultation is scheduled to review the reporting package and answer any questions.
Each new client receives an onboarding checklist to prepare various documents. We utilize both email and a secure file sharing service to efficiently upload, organize and share documents both internally and with tax preparers.
We charge a flat monthly fee per client. During our initial business consultation, we will discuss your business in detail, review a current account listing and align on the best service to accommodate your specific business needs.
Yes, we can partner with your business to clean-up any past transactions and unreconciled accounts. During our initial business consultation, we will discuss a timeline and finalize either an upfront one-time estimate or a monthly estimate for services.
No - However, we can recommend several CPA firms to assist with tax filings, entity structuring, estate planning, advisory services, etc.
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