Essentials

Always know where you stand with up to date information and proactive planning.

  • Unlimited consultation and guidance about the business's accounting and financial statements

  • Unlimited guidance for tax reduction

  • Mid Year Business Development meeting to discuss tax projection and update goals
  • Assistance with notice resolution
  • Bank account reconciliations

  • General ledger set of books and records
  • Sales tax return preparation and filing
  • Preparation of form 1040 for federal for owners
  • Preparation of business tax returns

Advantage

Get rid of the time consuming task of managing paper so you can run your business effectively and always know where you stand.

  • Replace an administrative assistant with an online process that's easy to use. Upload bills to a paperless filing environment which will allow you to easily schedule payments for bills and approve bills from anywhere, anytime. Eliminate fraud potential of mailing checks to vendors and add the ability for your vendors to receive their payments through ACH.
  • Customers can receive your invoices and pay them directly through the website in their own secure portal. Store documents related to contracts and invoices in a paperless filing system.
  • Unlimited consultation and guidance about the business's accounting and financial statements
  • Unlimited guidance for tax reduction

  • Mid Year Business Development meeting to discuss tax projection and update goals
  • Assistance with notice resolution

  • Bank account reconciliations

  • Sales tax return preparation and filing
  • Subscription to Xero software
  • Preparation of form 1040 for federal for owners
  • Preparation of business tax returns

DIY Plan

Specifically for the Do-It-Yourself-er who does not want assistance.
  • Xero Cashbook Subscription
  • Email Newsletter Alerts