How to get started with Accounting Services?
1. Initial Strategy Session
We start by looking at all of your business structure, accounts, compensation, and most recent tax returns to identify areas for improvement. Then we will review your current internal bookkeeping accounting procedures and make recommendations.
2. Monthly Accounting
We take over your financial bookkeeping and provide you with monthly reports. In most cases, we get statements directly from credit card companies and banks, and you can email any additional documents that are needed. We host your QuickBooks file so that we don’t have to email files back and forth. We regularly review your accounting information for accuracy, balance the books and bank accounts. You can always call, email or request an in-person meeting so that we can answer any of your questions.
3. Tax Planning & Preparation
We handle all State and Federal tax filings on your behalf. Including corporate tax, sales tax, and property tax. We meet at least twice a year to minimize your tax liability through tax planning. We help you to take advantage of every credit and deduction available to you and have an IRS audit protection guarantee.