Tax Strategy + Tax Prep

Everything in Tax Strategy, plus:

1. Personal tax return for owner(s)

2. Monthly bookkeeping

3. Monthly bank and credit-card reconciliations

4. Monthly financial statement preparation

5. Profit & Loss statement

6. Balance Sheet

7. Transaction categorization

8. Monthly financial review

9. Accounts receivable/payable guidance

10. Sales-tax reporting support

11. Payroll tax coordination

12. Payroll reporting integration

13. Quarterly financial review

14. Quarterly tax projection updates

15. Cash-flow review

16. Business expense analysis

17. Financial reporting package

18. Accounting cleanup when needed

19. QuickBooks support

20. Year-round accounting guidance