Our Services
Taxes
Tax Planning & Compliance Services
Tax strategy development
Deduction optimization
Investment tax strategies
Tax compliance monitoring
Tax debt resolution
Payment plan negotiation
Tax Return federal and State
Single
Married Cauple Joying
Married Cauple Separate
Foreing Students
IRS Compliances and Tax Resolution
Do you received a letter from the IRS?
Representation Taxpayers Before The IRS
Provide issue resolution assistance to taxpayers
Solve tax disputes or controversies
ITIN number
Amendment
Memorandums
Business Tax Return Federal and State
Sole Proprietorship
Limited Partnership (LP)
Limited Liability Company (LLC)
S-Corporation
Corporation (C-Corporation)
Growth Strategy Consulting
Compliance & Administration
Marketing & Branding Support
Digital E-Commerce
Turnaround & Risk Management
BUSINESS SERVICES
Start-Up Consulting
Entity Formation: Small Business, Partnership, LLC, S-Corp, C-Corp
EIN Registration & Bank Setup
Startup Checklists
Business Credit Building
Business plan development
Business designing and equipment.
Business Planning & Strategy
Financial Management
Operations & Process Improvement
Technology & Systems
Financial Restructuring
Conduct Accounting Audit or Payroll Audit
Preparation and Representation.
Payroll
Unlimited payroll runs
Contractor payments
Pre Tax Deductions 401(K), Health Insurance and Children expenses.
Statutory Deduction Withhold Federal, State and Local taxes as well Social Security and Medicare.
Pay Employee’s Direct Deposit.
Reconcile PayRoll Transactions.
Forms Printed and Mailed
1099-NEC
1099- K
W-2
W-9
Budget Monthly Process
Income
Establish Financial Goals
Saving Money: Pay Yourself First
Bill Payments
Trucking Expenses
Adjustments
Comprehensive Accounting Solution
Full-cycle accounting
Advanced financial reporting
Cash flow management
Tracking Expenses
Payroll management and tax filings
Transaction management
Management Account Payable and account Receivable
Reconciliations.
Financial Statements:
Balance Sheet shows financial position
Income Statement shows profitability
Cash Flow Statement shows liquidity
Statement of Changes in Equity
Capital Gain and Loss
Revenue, and Profits.
Financial performance analysis
Process efficiency evaluation
Risk assessment and management recommendations
Competitive market analysis
Cost structure optimization recommendations
Unlimited Invoices
Secure credit card and ACH payments
Automated invoice reminders
Recurring invoice payments
Customizable for your services and brand
Track open, overdue, and paid invoices
Bookkeeping
Bookkeeping for monthly expenses
up to $25K $195/mo
Bookkeeping for monthly expenses
up to $50K $395/mo
Bookkeeping for monthly expenses
up to $75K $595/mo
Bookkeeping for monthly expenses
up to $125K $995/mo
NECESSITY
Catch up on your bookkeeping with ease! Whether you're behind for the whole year or just a few months, I’m here to help organize your records for a seamless tax return process. I’ll ensure everything is accurate, reduce your tax liability, and maximize your benefits by applying IRS regulations. Say goodbye to stress and hello to peace of mind – let me take care of your bookkeeping so you can focus on what matters most.
ESSENTIAL
Transform your business finances with our Essential Bookkeeping service! Affordable, reliable, and professional, this monthly plan is designed to keep your finances perfectly organized all year long. With precise expense tracking, seamless tax preparation, and efficient processes, you’ll save time, reduce stress, and gain confidence in your financial health. Focus on what you do best—growing your business—while I handle the numbers. Let’s make 2025 your most organized, stress-free, and profitable year yet.
Essential Includes:
Up to 4 bank/credit card accounts
Weekly bookkeeping
Tracking Expenses Report
Cash basis
1 integration
Growth
Take your business to the next level with our Growth Bookkeeping service! Designed for businesses on the rise, this mid-tier plan provides accurate monthly bookkeeping, insightful financial reports, and expert support to guide your growth journey. Gain a clear understanding of your finances, make informed decisions, and unlock opportunities for sustainable expansion—all without stretching your budget. If you’re ready to elevate your business and achieve your goals.
Growth Bookkeeping is your key to success. Let’s grow your business togetherGrowth Includes:
Up to 12 bank /credit card accounts
Custom Chart Of Accounts
Tracking Expenses Report
Monthly financial statements
Bi-weekly calls
Up to 4 integrations
Scale
Unlock the full potential of your business with Scale Bookkeeping—our top-tier service designed for ambitious businesses ready to expand! This premium plan delivers detailed financial tracking, advanced reporting, and personalized insights to empower strategic decision-making.
With Scale Bookkeeping, you’ll have the tools to scale with confidence, seize new opportunities, and stay one step ahead of the competition. Whether you're planning for growth or preparing for major investments, this service ensures your finances are optimized for success. Take control of your future and let’s elevate your business to new heights
Premier Includes:
Up to 12 bank /credit card accounts
Custom Chart Of Accounts
Tracking Expenses Report
Monthly financial statements
Bi-weekly calls
Up to 4 integrations
End of year book close.
PayRoll
PayRoll
Unlimited payroll runs and contractor payments
Automated payroll
Payroll tax return filing
Payroll setup and tax registration
Forms Printed and Mailed
W-2
1099-NEC
1099-K
Business Plan Development Per Person
$25.00/m per
Business Plan Development Per Person
$20.00/m per
Financial Advisory Services
Financial strategy development
Investment analysis
Financial forecasting and modeling
KPI development and tracking
Board meeting preparation
