Professional Services
Revenue Optimization
Unlock the full potential of your professional services firm by maximizing revenue streams and seizing financial opportunities.
Compliance Assurance
Cash Flow Stability
Comprehensive Tax Planning
Transaction Record Keeping
Customized Financial Reporting
Your Privacy & Security Matters
Pricing
$895
$805.50
Meet legal requirements and avoid penalties
- Reconciling 2 Banks, Credit Cards, And/Or Loans
- Setup And Modify Chart Of Accounts For Management Needs
- Forecasting, Budgets, And Strategic Planning
- Annual Adjustment For Depreciation Of Fixed Assets
-
Monthly Review of Accounts Receivables and Payables
- Annual Adjustments For Inventory Value
- Annual Adjustments For Intercompany Loans
- Monthly Client Review Meeting
- Process And Manage Payroll
- Process And Manage Sales Tax
- Quickbooks Online Subscription/License (Up To 5)
- Receipt / Invoice Integration
- Accrual Basis Reports
- Designated as 3rd Party Accounting Representative
- 2 Hours A Month Bookkeeping Team Time (Email Only)
- CPA Team Time
- Target Completion/Delivery Dates Before End Of the Following Month
- Target Response Time Of 10 Business Days (Email Only)
- Monthly Training/Knowledge Transfer
- IRS or State Audit Support
- Financial Paperwork Digitization
- 3-Year Document Archival
$1,595
$1,435.50
Ensure compliance and good record keeping
- Reconciling 2 Banks, and 2 Credit Cards, And/Or Loans
- Setup And Modify Chart Of Accounts For Management Needs
- Forecasting, Budgets, And Strategic Planning
- Monthly Adjustment For Depreciation Of Fixed Assets
-
Monthly Review of Accounts Receivables and Payables
- Monthly Adjustments For Inventory Value
- Monthly Adjustments For Intercompany Loans
- Monthly Client Review Meeting
- Process And Manage Payroll
- Process And Manage Sales Tax
- Quickbooks Online Subscription/License (Up To 5)
- Receipt / Invoice Integration
- Accrual Basis Reports
- Designated as 3rd Party Accounting Representative
- 2 Hours A Month Bookkeeping Team Time (Email, And Phone)
- 2 Hours A Month CPA Team Time (Email Only)
- Target Completion/Delivery Dates Before 20th Of the Following Month
- Target Response Time Of 5 Business Days (Email, And Phone)
- 2 Hours Monthly Training/Knowledge Transfer
- IRS or State Audit Support
- Financial Paperwork Digitization
- 5-Year Document Archival
$2,895
$2,605.50
Perfect for financial piece of mind and compliance
- Reconciling 8 Banks, Credit Cards, And/Or Loans
- Setup And Modify Chart Of Accounts For Management Needs
- Forecasting, Budgets, And Strategic Planning
- Monthly Adjustment For Depreciation Of Fixed Assets
-
Monthly Review of Accounts Receivables and Payables
- Monthly Adjustments For Inventory Value
- Monthly Adjustments For Intercompany Loans
- Monthly Client Review Meeting
- Process And Manage Payroll
- Process And Manage Sales Tax
- Quickbooks Online Subscription/License (Up To 5)
- Receipt / Invoice Integration
- Accrual Basis Reports
- Designated as 3rd Party Accounting Representative
- 4 Hours A Month Bookkeeping Team Time (Email, And Phone)
- 2 Hours A Month CPA Team Time (Email, and Phone)
- Target Completion/Delivery Dates Before 10th Of the Following Month
- Target Response Time Of 2 Business Days (Email, And Phone)
- 2 x 2 Hours Monthly Training/Knowledge Transfer
- IRS or State Audit Support
- Financial Paperwork Digitization
- 7-Year Document Archival
Interested in additional services?
Check out our Business Tax Preparation services
Frequently Asked Questions
Firms encounter challenges related to varying tax laws, licensing requirements, and industry-specific regulations. Our experts navigate these complexities, ensuring compliance and minimizing the risk of legal issues.