Monthly Accounting Subscriptions
Maintain Chart of Accounts
Classification of expenses
Bank Reconciliations
Review of revenue and expenses
Financial Reporting
Virtual Meeting
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
-Client/Firm Interview
-Discovery & Diagnostic Report
-Quote
-Review Full Scope of Engagement
-Engagement Acceptance by Client
-Client Systems Access
-Clean up Work (If Any)
-Client Kickoff Meeting
-Client Training on Software
