Monthly Bookkeeping & Annual Tax Preparation Package

Monthly Subscription Includes:

• Transaction Recording: Accurate recording of all business account transactions on a monthly basis for one business entity with Annual Gross Revenues between $0 - $1,000,000 per year.
• Financial Statements: Comprehensive Balance Sheet and Profit & Loss Statements prepared and delivered through our secure Client Portal within 30 business days after the end of the month, provided the required supporting information is submitted by the Client within 5 business days of month-end.
• Annual Tax Return Preparation: Preparation and filing of one business tax return each year (entity associated with the bookkeeping service)
• Account Reconciliations: Reconciliation of up to 3 bank and/or credit card accounts. (Additional accounts can be accommodated under a different package.)
• Chart of Accounts Maintenance: Ongoing maintenance of a standard chart of accounts tailored to then Client’s industry.