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
Select a product
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