Bookkeeping
Accounting &
Advisory
The key to maximizing your deductions is accurately recording transactions. And the key to planning and optimizing your business with with accurate financial reporting.
We provide high-quality bookkeeping and accounting as part of our Standard Plan for proactive management and compliance of your businesses finances and operations.
1
We use Quickbooks Online to manage all bookkeeping operations and we include the subscription in our standard plan. Here is what our bookkeeping service line entails:
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As needed Bank Reconciliations (for the purpose of tax projections)
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Accurate recording of loans, distributions, fixed assets & depreciation, accruals, etc.
2
We prepare financial statements so that you can have a better understanding of your business' financial performance. Here are the typical annual deliverables:
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Financial Statements - Balance Sheet, Income Statement
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Basic KPIs (extra) : i.e. Income by Contact, AR Aging, etc.
3
At least twice per year, we can be available to advise you based on your current focus based on your business' performance. We take into account your personal and business goals as well as their tax implications to help you make better decisions.
4
We can help you manage your payroll through our partnership with Gusto (included with our Standard Plan). Gusto makes I-9, W-2, 1099, 940, 941, etc compliance easy. Our assistance in management includes:
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Annual owner's compensation analysis
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Biannual owner's tax withholding analysis
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Recording of Health Insurance Benefits paid
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Accurate recording of Retirement Contributions (ie. solo 401k, CBP, etc.)