ACCOUNTING SERVICES
Accurate and timely financial data are a must for the service-based businesses we work with. Our services help you to gain the confidence you need to scale your business exponentially and profitably. Our accounting services include:
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STRATEGIC ADVISORY SERVICES
As your strategic partner, we objectively help you craft your short-term and long-term goals and support you in reaching those goals. We provide you with sound advise that allows you to seize opportunities that come your way and create opportunities for growth and expansion. Some of our advisory services, include:
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Our Packages
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- Profit Mastery
Bookkeeping Compliance & Other Miscellaneous Services Post all business banking transactions Post all business credit card transactions Monthly bank and credit card reconciliations Monthly financial reporting Quarterly financial review Profit First instant snapshot annually Prepare annual 1099s [unlimited] Profit First Implementation Profit First complete profit strategy blueprint Bi-monthly profit allocation calculation Assessment of expenses to determine if anything can be minimised Monthly Strategy Meetings Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning. Tax Preparation/Compliance Prepare Personal Tax annually Prepare Business Tax Return annually (Schedule C, 1065 or 1120-S) Provide Insights on basic Tax Questions/Issues Calculate Quarterly Estimated Payments Respond to all IRS and State notices Provide audit representation and protection Tax Planning Provide indepth Tax Planning Services annually Payroll Payroll processing (weekly, bi-weekly, or monthly) Direct deposit payments to contractors Advance Accounting Make accounting entries to include accruals and prepayments Create accounting entries by class Business Advisory Sales Forecast Monthly Business Advisory Meetings Lean Business Plan Financial KPI Reporting Benchmark Metrics Financial Scenarios [up to 5] Financial Health Checkup Reporting (SWOT)
[quarterly]Cashflow Projection Review [quarterly] Budget setup and analysis [quarterly] Accounts Receivable & Collections Full Lender Ready Business Plan Dedicated Account Manager Competitive Analysis Financial Review Meeting with Your Internal Team Response Time [within 24 hrs] -
- Profit Maximizer
Bookkeeping Compliance & Other Miscellaneous Services Post all business banking transactions Post all business credit card transactions Monthly bank and credit card reconciliations Monthly financial reporting Quarterly financial review Profit First instant snapshot annually Prepare annual 1099s [up to 12] Profit First Implementation Profit First complete profit strategy blueprint Bi-monthly profit allocation calculation Assessment of expenses to determine if anything can be minimised Monthly Strategy Meetings Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning. Tax Preparation/Compliance Prepare Personal Tax annually Prepare Business Tax Return annually (Schedule C, 1065 or 1120-S) Provide Insights on basic Tax Questions/Issues Calculate Quarterly Estimated Payments Respond to all IRS and State notices Provide audit representation and protection Tax Planning Provide indepth Tax Planning Services annually Payroll Payroll processing (weekly, bi-weekly, or monthly) Direct deposit payments to contractors Advanced Accounting Make accounting entries to include accruals and prepayments Create accounting entries by class Business Advisory Sales Forecast Monthly Business Advisory Meetings Lean Business Plan Financial KPI Reporting Benchmark Metrics Financial Scenarios [up to 2] Financial Health Checkup Reporting (SWOT)
[semi-annually]Cashflow Projection Review [semi-annually] Budget setup and analysis [semi-annually] Response Time [within 48 hrs] -
- Profit Management
Bookkeeping Compliance & Other Miscellaneous Services Post all business banking transactions Post all business credit card transactions Monthly bank and credit card reconciliations Monthly financial reporting Quarterly financial review Profit First instant snapshot annually Prepare annual 1099s [up to 6] Profit First Implementation Profit First complete profit strategy blueprint Bi-monthly profit allocation calculation Assessment of expenses to determine if anything can be minimised Monthly Strategy Meetings Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning. Response Time [within 72 hrs]