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Elevating businesses to new levels of financial efficiency, compliance, and success.

Elevating businesses to new levels of financial efficiency, compliance, and success.

TIER 1

  • Monthly Recordkeeping

  • Recording Adjusting Journal Entries

  • Monthly and Year-End Closes, Including matching Accounting to the Tax Return

  • Monthly 15 minute Q&A regarding categorization of expenses

  • Compile Annual Financial Statements for Income Tax Preparation

TIER 2

  • Includes Tier 1 services

  • Monthly 30-minute meeting regarding Financial Statements and review categorization of expenses

  • Assist with Year-End Projection

  • Assist/Remind Client of Estimate Tax Payments and due dates

  • Back Office: Federal, State and Local Compliance, Business License Renewal, 571-L Property Tax Statement, U.S. Census, Workmans’ Compensation Audit, Secretary of State Statement of Information

TIER 3

  • Includes Tier 1 and 2 services

  • Ecommerce: Incorporating Third-Party Data into the Accounting records

  • Cash Flow Projections and Budgeting

  • Monitoring of 3 Essential Financial Metrics

ADDITIONAL SERVICES

  • Review for W-9 Compliance and 1099 Filings

  • Sales Tax Filings

  • Inventory Reconciliation

  • Business Management including Payables Processing

  • Personal Budgeting

TIER 1

  • Monthly Recordkeeping

  • Recording Adjusting Journal Entries

  • Monthly and Year-End Closes, Including matching Accounting to the Tax Return

  • Monthly 15 minute Q&A regarding categorization of expenses

  • Compile Annual Financial Statements for Income Tax Preparation

TIER 2

  • Includes Tier 1 services

  • Monthly 30-minute meeting regarding Financial Statements and review categorization of expenses

  • Assist with Year-End Projection

  • Assist/Remind Client of Estimate Tax Payments and due dates

  • Back Office: Federal, State and Local Compliance, Business License Renewal, 571-L Property Tax Statement, U.S. Census, Workmans’ Compensation Audit, Secretary of State Statement of Information

TIER 3

  • Includes Tier 1 and 2 services

  • Ecommerce: Incorporating Third-Party Data into the Accounting records

  • Cash Flow Projections and Budgeting

  • Monitoring of 3 Essential Financial Metrics

ADDITIONAL SERVICES

  • Review for W-9 Compliance and 1099 Filings

  • Sales Tax Filings

  • Inventory Reconciliation

  • Business Management including Payables Processing

  • Personal Budgeting

Contact Us

  • 28368 Constellation Rd. Suite 370, 2nd Floor Valencia, CA 91355

  • 661 | 463-5440

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