Solutions

Accounting and Business Simplified

 

We assist individuals and businesses with meeting their accounting and business responsibilities by providing the below services:

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/per engagement

 

*Please note, your personal and financial situation may have a tax impact and often affects the forms and schedules 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/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.
  • Google tools for business owners.

And much more…

 

*From $175/per hour

 

*Consultations are customized to your needs.

 

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

 

INCLUDES:

  • Maintain efficiency of accounting system.
  • 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.

An much more…

 

*From $3,000/per month

 

Workshops

 

INCLUDES:

  • Bookkeeping Your Way to Profit Is 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 $125/per hour

 

*Customized workshops available per contract.

 

Specialized Services

 

INCLUDES:

  • Eliminate tax filing gaps.
  • Accounting or other software system implementation and true-up.
  • QuickBooks or Xero set-up and training.
  • Notary public.
  • Quarterly estimated tax calculation.
  • Outsourced CFO.
  • Review previous years’ returns.
  • 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/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.
  • Bi-annual bookkeeping review.
  • Two (2) e-mail consultations per month.
  • Quarterly newsletter.

 

*From $350/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.
  • Quarterly bookkeeping review.
  • Two (2) e-mail consultations per month.
  • Choose one (1) of the following topics: budget review, SWOT analysis or cash flow management solutions.
  • Quarterly newsletter.

 

*From $500/per month