Bookkeeping, Consulting, & Taxes
Countdown to Tax Day 2024
Take your business to the next level
- STEP 1 - BOOK A FREE CONSULTATION
- Choose a day and time that for you to book your initial free consultation with a team member to discuss your business needs and goals. After consultation, we will provide you with a specific proposal tailored to your business.
- STEP 2 - SIGN ENGAGEMENT & BEGIN WORK
- Upon acceptance of the proposal, you are matched with a bookkeeper who specializes in your particular industry. Your assigned bookkeeper will do all the categorization and reconciliation of your books.
- STEP3 - MONTHLY CHECK-IN
- After all accounting work is completed, the next step is to book a monthly check-in with your bookkeeper. During this meeting you have the opportunity to ask questions about your financials and review your books.
- YEAR END AND TAX PREPARATION
- For all Books + Tax subscriptions, that require an annual contract, tax preparation is included in your package, so long as you remain a paying client for a minimum of four months or have prepaid for the year upfront.