Return Preparation –
Individuals

INCLUDES:

• Interview questionnaire to understand your tax situation.
• Preparation of your income tax returns and schedules.
• Review of your prepared tax returns.
• Copy of your tax returns.

*From $175 USD/per engagement

*Please note, your personal and financial situation may have a tax impact and often affects the forms and schedules (and fees) required for tax preparation.

Bookkeeping

INCLUDES:

• Bookkeeping write-up services such as general ledger clean-up, managing accounts receivable, managing accounts payable and producing year-end statements from the software.
• Bookkeeping fundamentals such making journal entries and performing year-end tasks.
• Managing your files, managing inventory and tracking finances with reports and graphs from the software.

And much more…

*From $100 USD/per month

*Service packages (beginner, intermediate and advance) available.

Consultation – Business and/or Accounting – Individuals, Non-employee, Start-up or Small Businesses

PER REQUEST, TOPICS SUCH AS:

• Tax planning for individuals.
• Easy business plan.
• Operating a business in Alabama or Georgia.
• How the Internal Revenue Service, small businesses, sole proprietors/nonemployee businesses and participants of the sharing economy may work together – starting, operating and closing a business.
• Key workflows typical of small, start-up and non-employee businesses.
• Easy-to-follow plan on how to implement your business office strategy.
• Google tools for business owners.

And much more…

*From $150 USD/per hour

*Consultations are customized to your needs.

Virtual/Onsite Controller (Chief Accounting Officer) and Finance Office Support

INCLUDES:

• Maintain efficiency of accounting workflows.
• Manage the preparation of internal-use reports such as financial and budget projections.
• Process development and improvement including internal controls implementation.
• Tax research on matters related to the business.
• Source for financial information to make key operations decisions.
• Provisional employee availability for deadlines, projects and/or staffing shortages.

An much more…

*From $3,000 USD/per month

Workshops

INCLUDES:

• Bookkeeping Your Way to A Win
• Counting the Cost Leads To Setting Better Prices
• Be A Controller (Chief Accounting Officer) Before You Hire A Controller
• Financial & Other Tools for Business Growth

*From $175 USD/per hour for Partner Organizations

*Individual participants’ rate varies per topic

*Customized workshops available per contract.

Specialized Services

INCLUDES:

• Eliminate tax filing gaps.
• Accounting or other software system selection, implementation and true-up.
• Business analyses.
• Profitability consulting.
• Strategic business planning.
• QuickBooks or Xero set-up and training.
• Notary public.
• Quarterly estimated tax calculation.
• Outsourced/part-time CFO.
• Review previous years’ returns.
• Fixed asset accounting.
• Balance sheet clean-up.
• State/local return filings.

And much more…

Business – Beginner Plan

INCLUDES:

• One (1) personal tax return (Form 1040) and Schedule C.
• One (1) tax strategy in-person/virtual session per year.
• One (1) e-mail consultation per month.
• Annual bookkeeping review.
• Quarterly newsletter.

*From $150 USD/per month

Business – Intermediate Plan

INCLUDES:

• One (1) personal tax return (Form 1040).
• One (1) corporate return (Form 1120 or 1120S).
• One (1) personal tax strategy in-person/virtual session per year.
• Two (2) business strategy in-person/virtual sessions per year.
• One (1) bank account bookkeeping.
• Two (2) e-mail consultations per month.
• Quarterly newsletter.

*From $350 USD/per month

Business – Advanced Plan

INCLUDES:

• One (1) personal tax return (Form 1040).
• One (1) corporate return (Form 1120 or 1120S).
• Two (2) personal tax strategy in-person/virtual sessions per year.
• Three (3) business strategy in-person/virtual sessions per year such as review of operations use of technology.
• Two (2) bank accounts bookkeeping.
• Two (2) e-mail consultations per month.
• Choose one (1) of the following topics or another solution based on needs assessment: profitability, budget review, business analysis such as SWOT analysis or cash-flow management solutions.
• Quarterly newsletter.

*From $500 USD/per month