| Most Popular | |||
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Accounting ESSENTIAL |
Accounting PLUS |
Accounting PREMIER |
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| Advisory | |||
| Tax advisory - Strategic planning to optimize tax position | |||
| Email & phone support as necessary and within the scope of current services | |||
| Business advisory - Comprehensive guidance for business growth | |||
| Profit First advisory | |||
| Tax | |||
| Business entity federal and state income tax return prep | |||
| Business tax, property tax, annual report, franchise tax (if applicable) | |||
| Audit protection Audit protection is designed to minimize your worry should your return be audited or should you become a victim to tax-related identity theft. With audit protection, we act on your behalf in front of state and federal agencies to fix the issue in a timely manner, with as little stress to you as possible. |
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| Prepare and file sales tax return | |||
| Prepare and file Forms 1099 | |||
| Management Reporting | |||
| Financial statement preparation | |||
| Custom reporting - Required reporting specific to parent companies, franchises, coaching programs, and more | |||
| Accounting | |||
| Reconcile bank and credit card accounts | |||
| Validate general ledger accuracy | |||
| Maintain fixed asset schedules and loan amortization | |||
| Precision accounting with accruals & prepayments | |||
| Technology Stack | |||
| Accounting software (QuickBooks Online) | |||
| Receipt Management (Dext) Upload receipts, invoices and bank statements — Dext will extract the data you need and send it to your accounting software. You get accurate numbers without the manual entry. |
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| Bill payment (BILL) BILL is the paperless way to effectively and efficiently manage bill processing. BILL integrates seamlessly with QBO and your bank to facilitate faster payments and receivables and eliminates double-entry of transactions. |
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| Payroll service powered by YPD YPD is payroll designed to make your life easier — relieving you of the tedious, time-consuming payroll tasks so you can focus on what you love to do. |
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Small Business Accounting Packages
Small business packages to put you in control of your business
Are you ready to build the business
you've always wanted?
Schedule an introductory meeting today!