FOUNDATION PACKAGE
This package ensures accurate monthly books, complete tax compliance, reconciled accounts, and clear financial reports. You'll stay organized, audit-ready, and fully equipped to understand cash flow and business performance year-round.Â
Monthly Bookkeeping
Record and categorize your transactions so your books stay up to date and accurate.
Track Income, Expenses, and Profitability
Easily understand where your money is going so you can make confident decisions.
Monthly Financial Statements (P&L, Balance Sheet)
Professional reports that give you a clear picture of your business performance.
Cash Flow Review & Basic Analysis (Quarterly)
Simple insights to help you manage your money and plan ahead.
Annual Business Tax Return (Form 1065 or Schedule C)
We prepare and file your business tax return accurately and on time.
Individual Tax Preparation (Owner)
Your personal return is included, so your business and personal taxes are aligned.
Bank Account Reconciliation (1 account)
We match your records to your bank to ensure nothing is missing or duplicated.
Chart of Accounts Setup & Maintenance
We organize your financial categories for clear, consistent reporting.
Year-End Reconciliation
We make sure everything is accurate and ready before tax time.
Sales Tax Filing (Monthly or Quarterly)
We calculate and file your sales tax so you stay compliant.
Secure Document Storage & Client Portal
Access your reports and documents anytime through your private portal.
