
All consultations are Central Standard Time (CST)
SERVICES
Quarterly Essentials Package:
Suitable for a micro-sized business for tax compliance
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What is included:
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Subscription to online accounting software
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Customized Chart of Accounts
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Receipts and Statements Management (We can rid you of your shoebox!)
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1 Bank Account Reconciled
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Up to 75 transactions recorded, classified and reconciled
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Quarterly & Annual Financial Statements Prepared (these reports are vital for tax compliance)
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Quarterly Phone Meeting (I will discuss your financial reports with you to offer insights to the health of your business and answer any questions you have)
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Unlimited Email Support (answered within 24 hours of the next business day)
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Monthly Classic Package:
Suitable for a small to medium-sized business for tax compliance & financial planning
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What is included:
-
Subscription to online accounting software
-
Customized Chart of Accounts
-
Receipts and Statements Management (We can rid you of your shoebox!)
-
Up to 2 Bank Accounts Reconciled
-
Up to 75 transactions recorded, classified and reconciled
-
Monthly & Annual Financial Statements Prepared (these reports are vital for tax compliance and financial planning)
-
Monthly Phone Meeting (I will discuss your financial reports with you to offer insights to the health of your business and answer any questions you have)
-
Unlimited Email Support (answered within 24 hours of the next business day)
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