Monthly Accounting Services for Small and Medium Businesses.

You need to know where your business stands every month. Running your business smartly is your job – providing the tools and resources to make it easier is ours.

We’ve designed our services to cater to your needs. The process is simple, convenient, and stress-free.

Every month, we access the accounting information we need remotely. We go over it with a fine-tooth comb, process it, and return accurate financial statements back to you.

The flat-fee monthly accounting package includes:

Accurate financial statement:

Know where your business stands every month.

• Statement of Revenues and Expenses (a.k.a. profit and loss statement)

Account reconciliations:

We want to ensure ALL transactions are accounted for and NO write-offs are left behind.

• Business bank accounts – Deposits, checks written, other debit transactions
• Business credit card accounts – Purchases, returns, interest, other fees
• Business loan and/or line of credit accounts – Deposits, payments, interest, other fees

Consulting and correspondence:

When you need to know if your decisions are going to have tax or other financial implications, we are a phone call away:

• Up to 30 minutes of consultation on a monthly basis, related to any items of significance that I think you should be aware of, as well as any questions you may have related to your current financial statement
• Up to 30 minutes of correspondence on a calendar year basis as needed with applicable taxing entities
• All calls are returned within one business day

Sales tax filings/payments:

• E-file sales tax return – Monthly, quarterly, or annually
• Schedule sales tax return payments – Monthly, quarterly, or annually

Additional included benefits:

• Power of attorney with the IRS
• Advisement of the new tax laws that affect your business
• Detailed evaluation of prior year personal and business tax returns

And that’s it. No more business accounting software. No more wasted travel time. No more hidden service fees. No more stress over business accounting.

Additional fees apply to the following:

When we work with you on a monthly basis, we can also provide the following services for a separate fee:

• Personal, corporate, partnership, and business property tax returns
• Other miscellaneous form preparation (e.g., Forms W3/W2, Forms 1096/1099, etc.)
• Tax estimation services (e.g., IRS, Texas Franchise, etc.)
• Audit representation before taxing entities

For additional information or to request a free, no-pressure, no-obligation, informative evaluation of your tax and accounting needs, call: 512.459.8888