If you are using Quickbooks Online already but you’re not sure about the state of your bookkeeping or you feel like something might be off - the QBO Audit is the perfect service for you. We’ll log in to your Quickbooks Online account and fully analyze the state of your books. We’ll not only look at what is in QBO but what is missing as well and provide a full report detailing our findings. Our detailed report will let you know exactly where you stand with your books and will also provide our recommended next steps.

QBO Audits

After the QBO Audit is complete, you may find that there is some catch-up or clean up that needs to be done within your books. We offer these services on a one-time, case by case basis. Once we are done with the catch up / clean up, your books will look better than they ever have before, you’ll understand what was corrected and why it was corrected and you’ll be able to move forward with ongoing bookkeeping whether you are doing that on your own or outsourcing it to us.

Catch Up / Clean Up
Bookkeeping

View Pricing

If you’re looking for someone to handle the books for you and you want consistent, accurate and timely reports then this is the service for you. Our full service bookkeeping includes income and expense categorizing, monthly reconciliation and monthly reporting. Plus, you can easily add on additional services such as sales tax submission, payroll management, A/P & A/R and app integration. We offer three different levels of service and are open to discussing a completely custom option for your business.

FULL SERVICE BOOKKEEPING

View Pricing

Just like our bookkeeping services, we offer three levels of service for taxes as well. Taxes are stressful and intimidating and we get that. Even more than that, we know that planning for taxes is even more frustrating. It’s hard to know year to year what you should be paying, what deductions you should take advantage of and the unknown of whether your taxes are done right is sometimes overbearing. We can prepare and file your corporate and personal returns for both federal and state agencies no matter where you are located. Our virtual tax preparation is highly detailed, highly focused on you as the client but streamlined and stress-free for you at the same time.

If you opt for Annual Tax Planning, our CPA will provide projections, estimated tax payment amounts as well as recommendations that will decrease your tax liability. You’ll be in touch with the CPA throughout the year instead of just once a year at tax time and you’ll now be taking a proactive approach to your taxes and be able to save money all year long instead of the typical reactive approach where you wished you would have known what to do throughout the year to reduce the shock at the time of tax filing.

Just like our bookkeeping services, we offer three levels of service for taxes as well. Taxes are stressful and intimidating and we get that. Even more than that, we know that planning for taxes is even more frustrating. It’s hard to know year to year what you should be paying, what deductions you should take advantage of and the unknown of whether your taxes are done right is sometimes overbearing. We can prepare and file your corporate and personal returns for both federal and state agencies no matter where you are located. Our virtual tax preparation is highly detailed, highly focused on you as the client but streamlined and stress-free for you at the same time.

If you opt for Annual Tax Planning, our CPA will provide projections, estimated tax payment amounts as well as recommendations that will decrease your tax liability. You’ll be in touch with the CPA throughout the year instead of just once a year at tax time and you’ll now be taking a proactive approach to your taxes and be able to save money all year long instead of the typical reactive approach where you wished you would have known what to do throughout the year to reduce the shock at the time of tax filing.

TAX PLANNING & TAX PREP

View Pricing