A COMPREHENSIVE, HANDS-ON
If we don’t provide you $1,000 savings within the first month,
we’ll refund your money.
You have enough things to worry about.
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Licensed, professional tax accountant preparing your financial reports (EA, CPA)
($149 per month)
How do you contact your bookkeeper?*
Direct access to your bookkeeper*
Offer tax and/or financial advice
Categorize bank and credit card transactions (income and expenses)
Monthly bank and credit card account reconciliations
Monthly financial reports (Profit & Loss Statement, Balance Sheet & Transaction Detail)
Requires QuickBooks Online subscription
Audit Support & Representation
Business & Individual Income Tax Return Preparation