Accounting
Everything else is only as good as the numbers underneath it. Every business engagement includes monthly bookkeeping, because good tax planning and tax preparation cannot be done without clean books.
Why monthly, and why required
Monthly bookkeeping means nothing gets reconstructed in April, and your books stay current so you can make business decisions in real time. The one exception is personal (1040) returns, which don’t need bookkeeping.
What’s available
- Bookkeeping and reconciliation. Every month, so the numbers underneath the rest of the work can be trusted.
- QuickBooks setup and cleanup. QuickBooks Online is where your books live. Setup if you are starting out. Cleanup if the file is already a mess.
- Financial statement preparation. Monthly, so you are not waiting until year end to see where you stand.
- Payroll support. Coordinated with your books and your tax plan.
- Bill pay. Vendor bills tracked and paid on a schedule.
How it works
Everything happens online: QuickBooks Online for your books, a secure portal for document sharing, e-signatures, and video calls when we need them. Engagements are flat fees, monthly for business clients. There are no hourly rates. The minimums are laid out in the two-minute questionnaire.