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Monthly Services

Concierge Bookkeeping

Quickbooks Bookkeeping

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Enhanced Monthly Reporting

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Tax Ready Books

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All Your Questions Answered

CFO
Advisory

All Services in Concierge Bookkeeping

 

12-Month Cashflow Forecasting

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12-Month Budgeting

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Quarterly/Monthly Meetings with Carrie

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Hourly Services

Individual Tax Planning

Quarterly And Yearly Tax Projections

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Tax Return Extensions

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Federal and State Year End Tax Return Filings

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IRS & State Notice Correspondence

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Quarterly Meetings With Carrie

Business Tax Planning

Quarterly And Yearly Tax Projections

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Tax Return Extensions

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Federal and State Year End Tax Return Filings

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1099 & W2 Filings

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IRS & State Notice Correspondence

 

Quarterly & Year End Meetings With Carrie

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