Packages

Advisory Services (Tax Planning/Business Entity Consultation)

Tax Preparation (Individual/Small Business/Non-profit)

Services

Post & reconcile transactions for all bank accounts
Post & reconcile all credit card transactions
Generate payroll journal entries
Access to Clear View Business Solutions secure online portal
Monthly management reports
Annual review to maximize tax reductions
Monthly review with Accountant
Post invoices and cash transactions
Review balance sheet accounts for accuracy
Accounts Receivable review and analysis
Monthly management reports and review with accountant
Email and telephone support
Expense monitoring, analysis and advice
Tax planning meeting with a CPA

Essential

Up to 2 cards
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Full

Up to 5 cards
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Small Business Success

6 or more cards

Additional services:

Payroll
Sales Tax
QBO Wholesale Subscription
Tax Planning
LLC Formation (Single Member)
Full QB Assessment

Customized accounting & bookkeeping packages are also available. Contact us for a specialized price quote

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