Business Tax Services

Business tax services are available, excluding any required bookkeeping tasks.

Accounting Solutions Overview

Each package offers:

• Access to Xero or Quickbooks Online platforms.
• Tax services for businesses or non-profit organizations.
• Online support for clients

Accountant Package

• Clients manage transaction categorization.
• Yearly book closure for the business.
• Annual creation of financial statements for management purposes.
• Biannual strategic management discussions.

Controller Package

• Clients oversee transaction categorization.
• Books are closed quarterly.
• Quarterly generation of financial reports for management.
• Quarterly Tax Strategy and Forecasting Reports.
• Quarterly strategic management meetings.

CFO Package

• Transaction categorization every month.
• Monthly book closure.
• Prepare financial reports for internal use monthly.
• Analysis of financial statements every quarter.
• Quarterly Tax Strategy and Forecasting Reports.
• Annual review of business health.
• Yearly evaluation of benchmarks and key performance indicators.

Additional Services

• Billing and invoicing (Accounts Receivable).
• Management of bill payments (Accounts Payable).
• Training on the use of Xero, Quickbooks Online, or Bill.com.
• Business strategy development.
• Preparation of Financial Statements - either compilation or review.
• Guidance on business structure (e.g., partnership, corporation, or S-corporation).