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Accounting | Tax | accountant | CPA |certified Public Accountant | Delray Beach |Boynton Beach | Palm Beach | Palm Beach County | Florida | virtual accountant | CFO | virtual CPA | virtual | African American | Black | Jamaican | Woman Owned | Small Business | SMB | WOB | Bookkeeping | Tax Planning | Taxes | IRS | Tax Preparer | Financial Services | Financial Statements | Financial Projections | Business Plan | Profit and Loss | Tax Course | CPA Firm | Accounting and Bookkeeping | Quickbooks | Xero | Tax Return | Christian | Miami | Ft Lauderdale | Boca | Boca Raton | Delray | Boynton | West Palm Beach | Florida | IRA | Audit | Lake Worth | Broward | WATS | WATS CPA | Wilson | Services | Wilson Accounting and Tax Services | WATS LLC | Wilson Accounting | Wilson Accounting Delray Beach | Quickbooks Online | Childcare | Child care | Child care CPA| Child care Accountant | cash flow | cashflow | daycare CPA| daycare accountant |

Monthly Accounting Subscriptions

Virtual Bookkeeping

Maintain Chart of Accounts
Classification of expenses
Bank Reconciliations
Review of revenue and expenses
Financial Reporting

Virtual Meeting

Virtual Accounting

Virtual CFO

Maintain Chart of Accounts
Classification of expenses
Bank Reconciliations
Review of revenue and expenses
Financial Reporting

Virtual Meeting


1 Corporate Tax Return + 1 State 
1 Personal Tax Return + 1 State
Calc. of Qtr. Est Tax Payments
Tax Planning
Cash-flow Forecasting
Expense Tracking App

Maintain Chart of Accounts
Classification of expenses
Bank Reconciliations
Review of revenue and expenses
Financial Reporting

Virtual Meeting

 


1 Corporate Tax Return + 1 State
1 Personal Tax Return + 1 State
Calc. of Qtr. Est Tax Payments
Tax Planning
Cash-flow Forecasting
Expense Tracking App

 

 

3rd Party Access to Accountant

Business Budgeting and Reporting
Key Performance Indicators

 

The Process

Assessment

-Client/Firm Interview

-Discovery & Diagnostic Report

-Quote

On-boarding

-Review Full Scope of Engagement

-Engagement Acceptance by Client

-Client Systems Access

-Clean up Work (If Any)

Execution

-Client Kickoff Meeting

-Client Training on Software