706580-1425
Bookkeeping
Service
Let us handle the day-to-day recording, storing, and retrieving of all your business transactions, so that you can instead focus on running your business. We will ensure that your financial statements are prepared with the precision and attention to detail that we use to prepare our own.
Price: $300-$2,000+/monthly
Tax Preparation
Service
Filing tax returns for yourself or business can be a daunting task. So, let us do it for you! Our team of tax professionals is well-versed in the many individual deductions and business deductions individuals/small businesses can take advantage of and can ensure that your returns are filed accurately.
Price: $150
Personal Financial Management
Service
Personal financial management services involve assisting individuals in managing their personal finances to achieve their financial goals. This includes creating a budget, managing debt, investing, planning for retirement, and minimizing taxes.
I often work closely with clients to understand their financial situation, identify their goals, and develop a personalized plan to achieve those goals. The ultimate goal of personal financial management services is to help individuals make informed financial decisions that will lead to greater financial security and stability.
Price: $300-1500 monthly
How we work
Inquire
Connect
Solution
Benefits of Services
-
Accurate Financial Records
Bookkeeping services ensure that your financial records are accurate and up-to-date, which helps you make informed business decisions.
-
Time Savings
Bookkeeping can be a time-consuming task that takes you away from other important aspects of your business. Outsourcing bookkeeping services can free up time for you to focus on growing your business.
-
Compliance With Regulations
Bookkeeping services ensure that your financial records are compliant with tax regulations and other legal requirements.
-
Improved Cash Flow Management
By keeping accurate records of your revenue and expenses, bookkeeping services can help you manage your cash flow more effectively.
-
Business List Feature Text Will Be Setter Decision-Making
With accurate financial records and analysis, you can make better-informed decisions for your business, such as investments, hiring decisions, and more.
-
Accuracy
Tax preparation services take into consideration all financial aspects, including income, expenses, and investments, and ensure all information is accurate so as to avoid any issues with the IRS.
-
Time Savings
Preparing tax returns can be a daunting task that requires ample time and focus. Tax preparation services take care of all the tax returns and paperwork, thus saving time for businesses and individuals.
-
Saves Money
Tax preparation services are often equipped with the knowledge of tax laws that enable them to identify eligible tax deductions and credits for businesses and individuals. This helps in reducing the tax due, hence saving money.
-
Professional Guidance
Tax preparation services offer professional guidance on tax-related matters, including tax code updates, tax compliance, and tax planning.
-
Peace of Mind
With tax preparation services handling all tax-related matters, businesses and individuals can focus on their core activities without worrying about compliance issues or missed deadlines. This leads to less stress and peace of mind.
Basic
This plan is ideal for small businesses and startups who need basic bookkeeping services. It includes:
- Monthly bank reconciliation (up to 2 accounts)
- Monthly financial statements (profit and loss statement, balance sheet, cash flow statement)
- Quarterly review sessions to discuss financial reports and answer any questions
- Annual tax preparation support
- Email and phone support
- Recording and categorizing transactions in accounting software
Price: $300/month prices can be tailored
Advanced
This plan is ideal for established businesses with more complex accounting needs. It includes:
- Monthly bank reconciliation (up to 4 accounts)
- Monthly financial statements (profit and loss statement, balance sheet, cash flow statement) with variance analysis
- Monthly budgeting and forecasting
- Quarterly review sessions with management to discuss financial insights and opportunities
- Annual tax preparation support
- Accounts payable and accounts receivable management
- Payroll processing, including generating pay stubs and paying taxes
- Financial ratio analysis
- Accounting software management
Email, social media, and phone support
Price: $1500/month prices can be tailored
Premium
This plan is ideal for larger businesses with complex operations and multiple entities. It includes:
- Monthly bank reconciliation (up to 6 accounts)
- Monthly financial statements (profit and loss statement, balance sheet, cash flow statement) with detailed analysis by department
- Monthly budgeting and forecasting by department
- Monthly benchmarking against industry standards
- Quarterly review sessions with executive team to discuss financial insights and opportunities
- Quarterly CFO-level financial analysis and strategic planning
- Annual tax preparation support
Weekly cash management
- Monthly management report with key performance indicators
- Annual tax return preparation and submission
- Quarterly tax planning and analysis
Email, social media, and phone support
Accounting software management
Accounts receivable and cash flow management
- Assistance with project management and inventory tracking
Price: $5,000/month prices can be tailored
Basic Personal Financial Management
This package is designed for individuals who want to take control of their finances and develop a basic budgeting plan to help them achieve their financial goals. It includes:
- Comprehensive budgeting tool that tracks income and expenses (both fixed and variable).
- Personalized spending plan based on user's financial goals and priorities.
- Savings calculator that helps users estimate how much they need to save in order to achieve their financial goals.
- Bill payment reminders and alerts to avoid late fees and unnecessary charges.
- Integrated debt payoff feature that allows users to track and pay off debts more effectively.
- Financial education resources to help users improve their financial literacy and make informed decisions.
Price: $500 prices can be tailored. This can be a one time payment or monthly depending on how often you need our services.
Advanced Personal Financial Management
This package is designed for individuals who want to build wealth and secure their financial future. It includes:
- Advanced budgeting tool that allows users to manage cash flow, investments, and taxes more effectively.
Investment tracking and portfolio optimization tool that helps users build a diversified portfolio and evaluate investment performance.
- Retirement planning tool that determines the optimal savings rate to meet retirement goals.
- Estate planning services that enable users to manage and distribute their assets effectively and efficiently.
- Tax planning tool that helps users minimize taxes and maximize tax deductions.
- Financial coaching services that provide ongoing support and guidance to help users stay on track to achieve their financial goals.
Price: $1500 prices can be tailored. This can be a one time payment or monthly depending on how often you need our services.