BUSINESS DEVELOPMENT

Tier 3 package entails a monthly allocation of 4 hours for the management of your Accounting System, coupled with Business Consulting services. Meetings will be conducted via Zoom or Teams, with a focus on monitoring accounts receivable and payable, recording depreciation, managing bank feeds, and ensuring tax compliance. Additionally, our team will handle the preparation and filing of Forms 1040, 1065, and 1120.

Tier 2 package entails a monthly allocation of 2 hours for the management of your Accounting System, Business Development, and a monthly meeting via Zoom or Teams. Our services also include handling tax preparation and providing assistance with tax compliance, as well as filing of Forms 1040, 1065, and 1120. 

Please note that additional fees may apply.

Each Tier level offers the opportunity to access an Intuits QuickBooks account at a discounted rate,bor your preferred accounting software. Should you require additional information regarding our Tier Plans & Services, we kindly request that you do not hesitate to contact us. 

Our team is enthusiastic about supporting you in effectively managing your business and attaining your financial goals.

Tier 5 offers a comprehensive suite of services that includes 24 hours per month of management for your Accounting System, Business Consulting, Financial Forecasting, and monthly meetings via Zoom or Teams. Our team of experts will diligently document receipts from customers, record invoices, and provide financial reporting. We will also monitor accounts receivable and payable, record depreciation, and manage bank feeds. Additionally, we will handle tax preparation and assist with tax compliance, including reporting 1096 Annual Summary and Transmittal of U.S. Information Returns / Exempt Organization and W-3 Transmittal of Wage and Tax Statements. Our services also include filing of Forms 1040, 1041, 1065, 1120, 1120POL, 2290, 720, 8849, 94X, 990, and ETD.

Tier 4 offers a comprehensive suite of services that includes 12 hours per month of Accounting System management, Business Consulting, Financial Forecasting, monthly Zoom or Teams meetings, invoice recording, financial reporting, accounts receivable and payable monitoring, depreciation recording, bank feed management, tax preparation and compliance assistance, and reporting of 1096 Annual Summary and Transmittal of U.S. Information Returns / Exempt Organization, W-3 Transmittal of Wage and Tax Statements, and filing of Forms 1040, 1041, 1065, 1120, 1120POL, 2290, 720, 8849, 94X, 990, and ETD.