What's included with our bookkeeping services?
Monthly Bookkeeping:
Accurate and timely recording of all financial transactions.
Financial Reporting:
Comprehensive reports to help you understand your financial health.
Quarterly Tax Preparation*:
Ensuring your financial records are ready for quarterly filings and tax season.
(*annual filing not included in monthly fee)
Business Formation
For sole proprietors and start up companies.
Payroll Services*:
Efficient and accurate payroll management.
(*additional per EE fees apply)
We pride ourselves on our attention to detail, reliability, and personalized service. Our team is committed to providing you with the highest level of support and expertise. I would love the opportunity to provide a quote for our services.
We'll contact you for additional documentation.
Gather your documents:
1. Articles of Incorporation & Identification
2. Operating Agreement
3. Financial Statements for the prior 3 months
4. List of Assets & Liabilities
5. Bank & Credit Card Statements
6. Payroll records (i.e. employees and pay rates)
7. Past tax returns and quarterly filings
8. Financial Statements
- assets
- liabilities
- revenue, sales receipts, customer listing
- invoices, expense receipts, vendors, W9s
- list of transactions
Current QuickBooks Online Users grant us Accountant access using the email: WilliamsAccTax@gmail.com
How to Add Your Accountant to QBO
Looking for 2025 Tax Preparation Services?
Get a head start on the 2025 tax season with our expert tax preparation services. We're here to help you navigate the complexities of tax filing with ease. Whether you're an individual or a small business owner, our team is ready to provide personalized guidance and support.