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Bookkeeping
 

Growing Plants
Seed

For businesses just starting up​

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  • Year-end Financial Statements

  • Year-end Tax Returns

  • Sales tax returns​​ - Monthly

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  • Bookkeeping - Quarterly

  • Reconciliations - Quarterly

  • Coaching Calls - Annual

  • Limited Access (up to 3 email questions/month)​

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Crop

For businesses looking to grow

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  • Year-end Financial Statements

  • Year-end Tax Returns

  • Payroll Returns - Quarterly

  • Sales tax returns​​ - Monthly​

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  • Bookkeeping - Monthly

  • Payroll (1-5 employees)

  • Reconciliations - Monthly

  • Coaching Calls - Quarterly

  • Limited Access (up to 3 Zoom/Google Meet Calls/month)

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Harvest
Harvest

For businesses looking for hyper-growth

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  • Year-end Financial Statements

  • Year-end Tax Returns

  • Payroll Returns - Quarterly

  • Sales tax returns​​ - Monthly

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  • Bookkeeping - Monthly 

  • Payroll - (1-10 employees)

  • Reconciliations - Monthly

  • Coaching Calls - Monthly

  • Unlimited Access (Meetings + Emails)

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Bookkeeping
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Tax Services

Tax Services
Monthly
State Sales Tax Returns
Quarterly
State and Federal Payroll Tax Returns
Annual
1040 - Simple Individual Tax Return
1040 - Complex Individual Tax Return
1040 with Schedule C - Small Business Tax Return
1065 - Partnership Tax Return
1120 Series - Corporation Tax Return
990 Series - Non-Profit Tax Return
2290 - Heavy Highway Use Tax Return
940 - Annual Federal Unemployment Tax Return
W-2 Creation and Submission
1099 Creation and Submission​
 

CFO Advisory Services

We help small business owners understand and improve their cash flow. Our goal is to empower them to grow their businesses, achieve their financial objectives, and create a more positive work-life balance.
CFO Advisory

Bring the full tithe into the storehouse, that there may be food in my house. And thereby put me to the test, says the Lord of hosts, if I will not open the windows of heaven for you and pour down for you a blessing until there is no more need.  Malachi 3:11

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