Are you tired of spending hours on bookkeeping tasks instead of growing your business?
Our Essentials Suite is designed to simplify your financial management and free up your time. Leave the back office work to us. We will provide monthly financial reports to give you insights into your business' performance.
What's Included?
Monthly Bookkeeping
Leave the number crunching to us. Our team will handle all aspects of your monthly bookkeeping, including reconciling your bank and credit card statements, classifying transactions, and ensuring accuracy.
Monthly Financials
Gain insight into your business's financial health. We'll prepare monthly balance sheets and profit and loss statements to help you track your finances and make informed decisions.
Xero Subscription
Simplify your accounting with Xero. We’ll set up and manage your subscription, giving you access to a user-friendly platform for invoicing, expense tracking, and real-time financial insights.
Email and Call Support
Need assistance? We've got you covered. Our team is just a call or email away, with a 24-48 hour response time to address any questions or concerns you may have.
Package Add-Ons
Individual Tax Return
Ensure your personal taxes are prepared and filed accurately and on time. We’ll handle your individual tax return with precision, ensuring compliance with the latest tax regulations while identifying opportunities to minimize your tax liabilities. Trust us to streamline the process so you can focus on what matters most.
Tax Projections
Plan ahead with confidence. We'll provide tax projections to help you anticipate your tax liabilities and make strategic financial decisions.
Corporate Tax Return
Confidently file your corporate taxes with expert assistance. We’ll handle the entire filing process, ensuring accuracy, compliance, and optimization of deductions and credits. Trust us to manage the complexities so you can focus on growing your business.
Identify Tax Strategies
Discover opportunities to reduce your tax burden and save money. Our experts will thoroughly analyze your financial situation, evaluate your goals, and identify tax strategies tailored to your unique circumstances. With our guidance, you’ll have a clear roadmap to optimize your tax position.
Payroll Setup + Training/Support
We will assist in setting up your payroll with our partner ADP and train you on using it. Your payroll taxes and quarterlies will be will automatically paid and filed along with W2’s at year end.
Implement Tax Strategies
Turn plans into action with our hands-on approach to implementing tax strategies. Once we’ve identified the best opportunities, we’ll work with you to execute these strategies effectively. From restructuring finances to leveraging deductions and credits, we’ll ensure your tax plan delivers maximum savings and long-term benefits.
This package is for business owners...
Spending 3+ Hours Per Week Doing Their Own Books
If you find yourself buried under piles of receipts and spreadsheets, it's time to let us handle your bookkeeping so you can focus on what you do best.
11+ Months Behind on Their Bookkeeping
Don't let your bookkeeping tasks pile up. Our Essentials Suite is perfect for business owners who need to catch up on months of neglected bookkeeping tasks quickly and efficiently.