Beneficial Ownership Information Reports (BOIR) are due on or before January 1, 2025. Contact us with any questions.

Back-Office Support Services

Offering a robust line of products to meet your personal and business needs

Back-Office Support Services—It’s like having your own accounting department

Choose the solution that is right for your business:

Basic


Starting at $895 per month

Includes:

Bookkeeping

  • Record bank and credit card transactions into QBO®
  • Reconcile bank accounts monthly
  • Reconcile credit card accounts monthly
  • Record interest and reconcile loans monthly
  • Telephone & email support

Tax

  • Preparation of Federal and State income tax returns
  • Tax alerts & updates
  • Prepare Forms 1099 and Form 1096

MOST POPULAR

Standard

Starting at $1,350 per month

Includes: Basic plus:

Bookkeeping

  • Setup custom financial reports unique to your business

Advisory

  • Monthly Performance Report
  • Quarterly video - financial statement insights
  • Mid-year tax and strategic planning
  • Year-end tax checkup

Tax

  • Tax notice and audit defense

Complete


Starting at $1,750 per month

Includes: Basic and Standard plus:

Advisory

  • Set up monthly budget reports
  • Quarterly meeting to discuss financial performance
  • Customized Key Performance Indicators reporting