Monthly Accounting Subscriptions
Virtual Bookkeeping
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Classify Income and Expenses
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Bank & Credit Card Reconciliations
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Financial Reporting
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Accounts Payable/Bills
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Accounts Receivables/Invoices
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Virtual Accounting Meeting
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Client Dashboard & Portal
Virtual Accounting
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Classify Income and Expenses
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Bank & Credit Card Reconciliations
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Financial Reporting
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Accounts Payable/Bills
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Accounts Receivables/Invoices
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Virtual Accounting Meeting
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Client Dashboard & Portal
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Corporate Tax Return
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Personal Tax Return
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Payroll Processing
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Sales and Use Tax Filing
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Calculation of Est. Tax Payments
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Tax Planning
Virtual
Advisory
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Classify Income and Expenses
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Bank & Credit Card Reconciliations
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Financial Reporting
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Accounts Payable/Bills
-
Accounts Receivables/Invoices
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Virtual Accounting Meeting
-
Client Dashboard & Portal
-
Corporate Tax Return
-
Personal Tax Return
-
Payroll processing
-
Sales and Use Tax Filing
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Calculation of Est. Tax Payments
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Tax Planning
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Cash-Flow Forecasting
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Business Strategy (KPIs & Goals)
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Budgeting and Reporting
The Process
Assessment
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Client/Firm Call
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Discovery & Diagnostic
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Quote
On-boarding
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Review Full Scope of Engagement
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Engagement Acceptance by Client
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Client Systems Access
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Clean up Work (If Any)
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Client Kickoff Meeting
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On-Going work