Relax, we make Accounting & Tax easy!

Ever wonder if you’re properly and efficiently maintaining your bookeeping or is there just too much to keep up with when managing your accounting? Our accountants know all the tricks of the trade and have extensive experience working with small businesses.

Cloud Accounting & Tax Package

  • Accounting — With QuickBooks Online, you get a single, integrated platform that delivers comprehensive financial information in real time – not just a tax return that shows you how you did LAST year.
  • Taxes — As Benjamin Franklin noted, “In this world nothing can be said to be certain, except death and taxes.” While we can’t help you with the former, we can with the latter. Whether it’s business or personal income tax, sales tax, or personal property taxes, we can handle it.
  • Advice — Accounting and taxes can get complicated. At times, you may need outside input. Rest easy knowing you will not be charged for our advice.
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Cloud Accounting & Tax Package Details

Select an Accounting Package that perfectly suits your needs from three service levels: Premium, Full, and Basic. The table below identifies the differences:

Most Popular!
Premium Full Basic
Enter/Review Accounting Activity & Reconcile Accounts Weekly Monthly Quarterly
Calculate Depreciation on Business Assets Monthly Monthly Quarterly
Reconcile Sales Tax & Payroll Accounts Monthly Monthly Quarterly
Track Loan Amortization Monthly Monthly Quarterly
Review all Assets and Liabilities on Balance Sheet Monthly Monthly Quarterly
CPA Prepared Income Statement & Balance Sheet Monthly Monthly Quarterly
QuickBooks Online Included
Sales Tax Returns Monthly Monthly Quarterly
1099s – Number Included 8 4 2
Federal & State (One State) Income Tax Return
Business Property Tax Return – One Location
Tax Projection and Planning – Mid Year x
Tax Projection and Planning – End of Year x x
Estimated Income Tax Payments Safe Harbor
Unlimited Advice on Accounting and Tax Matters
Owner’s Compensation Planning
Key Performance Indicators (KPIs) x x
Budgeting & Cash Flow Forecasting x x
Financial Dashboard x x
Annual Business Strategy Meeting x x

We can't wait to make accounting easy for you!

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770-392-1113 770-392-1113

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