Designed for small organizations who want to have all the bookkeeping completed by a professional.

Services You Receive Each Month

We pick-up and drop-off your records, so you don’t have to travel

Data Entry

Current Summary of Financial Results

Income Statement

Balance Sheet

Detailed General Ledger

Bank Reconciliation

Services You Receive Each Quarter

Review your books. We make sure they’re kept up-to-date

Trial Balance

Consulting Services

“Sit-down” meeting reviewing your tax situation. During the meeting we look at:

The deductions you can take

Potential tax problems in the future

How to reduces chances of an IRS audit

Projections and create a pro-active plan of action based on your circumstances

One-on-one review of your Financial Statements. We interpret your statements and explore what they mean to you and your business. This meeting includes:

Detailed trends analysis, so you can see exactly where you’re heading.

Cash Flow Analysis, so you can see where your cash (the livelihood of your business) is going.

Business Planning, forecasting, and budgeting, to help you head-off potential problems before they arise.

Review your internal control systems. We review to you that you are not open to employee theft

Open Question and Answer Period. Answer any questions you may have about:

Financing

Business Valuation

Insurance Needs

Lease/Buy Analysis

Business Structure (C-Corporation, S-Corporation, LLC Partnership, Sole Proprietor)

Personal financial planning

Estate Planning

Tax Services

Tax Preparation Services

Prepare Annual Form 1065 @ 50% discounts on regular rate

Prepare annual Form 940 @ 50% discounts on regular rate

Prepare forms 1099 and 1096 @ 50% discounts on regular rate

Prepare forms W2 and W3 @ 50% discounts on regular rate

Prepare Franchise Tax Return @50% discount on regular rate

Prepare Public Information Report @50% discount on regular rate

Prepare Quarterly TWC Return @50% discount on regular rate

Prepare Quarterly 941 @ 50% discounts on regular rate

Benefits of Package D:

Pro-active strategies will minimize your tax payments. This service alone can save you more than our fees.

You can rest assured that your books are accurate and up-to-date.

You have the confidence in knowing that everything possible is being done to avoid potential tax problems.

You have a trusted business advisor to answer any financial questions that may come up.

Detailed interpretation of your financials statements will enable you to make more informed business decisions in the future.

You save time and focus your attention on the critical functions of your business.

You have the confidence in knowing that everything possible is being done to avoid an IRS audit.

You have a trusted business advisor to answer any financial questions that may come up.

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