Chart of Accounts Creation and Maintenance
GL maintenance
Monthly Income Statement Reports
Monthly Balance Sheet Reports
Professional Transaction Classification
"Economy Bookkeeping"
Expenses analytics
COGS analytics
Business Concierge Services
(Access to a network of fully vetted professionals across the valley)
Priority Access
Software used: QuickBooks Pro / Quickbooks Online
"Concierge Bookkeeping"
Bill Pay Services (AP)
Invoicing Services (AR)
Payroll processing using ADP or your current provider
Document Preparation
Financial Forecasting
Priority Service
*Basic Bookkeeping available without the concierge elements for discounted pricing starting at $200. Call us for more details.*
Estimated pricing is as follows:
Personal Returns (1040) $100 - $350
Sole Prop (Schedule C) add $100 to Personal Return
Partnership Returns (1065) - $500
S-Corp Returns (1120s) - $1000
C-Corp Returns (1120) - $1250
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Services include:
In depth interview to ensure all credits and deductions are taken advantage of.
Online access to all of your forms and return.
Professional guidance and planning for next year.
Virtual meetings available through Zoom or Google Meet.
In the second meeting I spend the time to get to know your business,
suggest ideas, offer up initial advice and put in the beginning pieces of our game plan.
Business start-ups
Accounts Payable
Accounts Receivable
Social media education
General marketing
Website development
Restaurant optimization
Problem solving
Financial guidance
Organization and optimization
Analytics
Business Development
and much more...
Just tell us about your business and We'll be able to show you how we can help.
For new, struggling or expanding restaurant owners who need professional and experienced guidance growing their business.