Monthly Accounting Subscriptions

Virtual Bookkeeping

  • Classify Income and Expenses

  • Bank & Credit Card Reconciliations

  • Financial Reporting

  • Accounts Payable/Bills

  • Accounts Receivables/Invoices

  • Virtual Accounting Meeting

  • Client Dashboard & Portal

Virtual Accounting

  • Classify Income and Expenses

  • Bank & Credit Card Reconciliations

  • Financial Reporting

  • Accounts Payable/Bills

  • Accounts Receivables/Invoices

  • Virtual Accounting Meeting

  • Client Dashboard & Portal

  • Corporate Tax Return

  • Personal Tax Return

  • Payroll Processing

  • Sales and Use Tax Filing

  • Calculation of Est. Tax Payments

  • Tax Planning

Virtual
Advisory

  • Classify Income and Expenses

  • Bank & Credit Card Reconciliations

  • Financial Reporting

  • Accounts Payable/Bills

  • Accounts Receivables/Invoices

  • Virtual Accounting Meeting

  • Client Dashboard & Portal

  • Corporate Tax Return

  • Personal Tax Return

  • Payroll processing

  • Sales and Use Tax Filing

  • Calculation of Est. Tax Payments

  • Tax Planning

  • Cash-Flow Forecasting

  • Business Strategy (KPIs & Goals)

  • Budgeting and Reporting

The Process

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Assessment

  • Client/Firm Call

  • Discovery & Diagnostic

  • Quote

On-boarding

  • Review Full Scope of Engagement

  • Engagement Acceptance by Client

  • Client Systems Access

  • Clean up Work (If Any)

  • Client Kickoff Meeting

  • On-Going work

Execution