Services
What each service includes.
Five services for small businesses, from monthly bookkeeping to year-round planning. Every engagement is quoted individually.
Bookkeeping
Bookkeeping is the month-by-month record of what a business earned, spent, owns, and owes. Kept current, it shows where the business stands and makes tax time far simpler.
What is included
- Monthly bookkeeping
- Clean monthly financial statements
- Getting your books up to date when you start
- QuickBooks for bookkeeping and financial reporting
Tax Preparation
Tax preparation is getting the year's returns completed accurately and filed on time, for the business and for its owner.
What is included
- Tax return preparation
- E-filing
- Copies of your completed returns through a secure client portal
Tax Planning
Tax planning happens during the year, before a return is due. It means estimating what will be owed and weighing decisions ahead of time, so the bill at filing time is not a surprise.
What is included
- Year-round tax planning
- Regular check-ins to plan ahead for taxes
- Planning ahead rather than scrambling in April
Payroll
Payroll covers paying employees correctly and on schedule, withholding the right amounts, and filing the payroll tax forms that go with it.
What is included
- Payroll run through Gusto
Advisory
Advisory work uses the numbers to support decisions: pricing, hiring, cash flow, growth, or starting a new business.
What is included
- Job pricing worksheets and overhead calculators
- Working out what you need to charge to make money on every job
- Explaining what your financials mean and what to do about them
Pricing
Every business is different, so there is no one-size price list. Contact Sal for a quote based on what your business needs.
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Not sure which service fits?
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