Client Packages

Who it's for: Startups, small businesses, or organizations needing foundational financial support.

What's included:

• Basic Bookkeeping and Financial Statements
• Payroll Management for Salaried, Hourly, and 1099 Contract Employees
• Payroll Management for Monthly Federal and State Payroll Taxes
• Quarterly Tax Payments and 1099 Preparation

This package is designed to keep your finances organized, compliant, and stress-free, allowing you to focus on growing your business.

Who it's for: Growing businesses looking to optimize financial management and tax planning.

What's included:

• Budget Preparation and Implementation
• Advanced Profit and Loss, Productivity Analysis, and Monthly Financial Reports
• Payroll Management for Salaried, Hourly, and 1099 Contract Employees
• Small Business Annual Tax Preparation: Schedule C, 1120, 1065, and 1120S
• Quarterly and Annual Tax Planning and Filings

This package gives you the tools and guidance to maximize profitability and streamline your financial operations.

Who it's for: Nonprofits and government entities requiring comprehensive financial and audit support.

What's included:

• Comprehensive Annual Account Reconciliations and Detailed Year-end Financial Statements
• Bookkeeping and Detailed Financial Statements
• Payroll Management for Salaried, Hourly, and 1099 Contract Employees
• Annual Tax Preparation and Filings

This all-inclusive package ensures your organization is fully prepared for audits while maintaining financial clarity and compliance.