Quiz - Advisory Package

Package Details!

View package details below

Check out the table below to see what your package would include, then fill out the form so we can talk with you about your specific needs.

Your Package Includes:	Advisory
Accounting Services
1099 preparation
Property Tax Return
Quarterly payroll tax returns
Monthly bookkeeping, account reconciliations and review of books, including adjusting where needed. This also includes proper classification of P&L by location
Review and possible clean-up of accounting from previous months
Discovery Session to Establish Baseline – go through your books for first time clients
Quarterly review of financial statements with key performance indicators, including profit and cash flow improvement strategies
Yearly Budgeting
Cash Flow projections
Technology integration and software reviews (Ex: Bill.com)
Training and supervision of current accounting staff
Taxes
Corporate Tax Returns
Tax planning for corporation and owners

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