Establishing Quickbooks Online and managing all connections to Quickbooks (you will have access to this too)

A dedicated bookkeeper as your direct point of contact

Categorizing all transactions (your bookkeeper does this multiple times per week)

Providing monthly financial statement reports

Paying bills

Sending invoices

Performing monthly bank and credit card reconciliations

Tax advisory - Calculate quarterly tax payment recommendations (or adjustments to your payroll withholdings as needed) based on business profit

Priority tax prep - we usually prep s-corp or partnership returns in January

20% discount on business tax prep

Priority access to a licensed tax pro

S-corp owner salary recommendations and management throughout the year, if applicable

Monitoring business growth and applying tax strategies to match

Sales tax filing(s)

Tracking contractors and assisting in issuing 1099s

Additional customized service(s) to meet your business’ needs

Help with general accounting-related things that come up (like bank requests, letters in the mail, etc)

Quarterly Quickbooks Online review

Quarterly Quickbooks Online clean-up (reclassifying transactions, providing advice on report formatting, reviewing for accuracy, etc)

Quarterly, performing bank and credit card reconciliations

Tax advisory - Calculate quarterly estimated tax payment recommendations (or adjustments to your payroll withholdings as needed) based on business profit

Up to 1 hour per month of ad hoc Quickbooks support to you when you hit a snag

Priority access to a bookkeeper for questions

Quickbooks Online clean-ups performed  (reclassifying transactions, providing advice on report formatting, reviewing for accuracy, performing bank and credit card reconciliations, etc)

Any time above 2 hours billed at $150/hour