BOI report (Beneficial Ownership Information Report)|$150
QuickBooks Certified for desktop and online versions
Xero Certified
bill.com Certified
Financial Statements
Accounts Payable and Receivables
Weekly and Monthly Reporting
Cash Balance tracking
Balance Sheets
Monthly Closing
General Ledger Maintenance
Bank and Credit card reconciliations
Business analysis and development
Tax Preparation
Federal 1040 |$150
State returns |$60
Schedule E (Rentals) |$50+
Schedule C (Small business returns) |$50+
1120/1120S/1065 |$350+
1041/990 | $450+
+Base filing fee pricing subject to change based on degree of work, bookkeeping not included.
Fractional cfo Services
If you need a more detailed analysis but aren't ready to pay for a full-time controller or CFO please contact me at the information below and we can discuss a monthly rate.
WHY CHOOSE ME?
Personalized Service: I take the time to understand your specific financial situation and goals.
Expertise: I am a licensed Certified Public Accountant and certified in multiple accounting and tax software. I have worked as a Financial Controller and auditor while owning this business since 2021.
Timely and Accurate Results: I deliver timely and accurate financial information.
Strong Communication: I keep you informed throughout the entire process.
Let's work together to achieve your financial goals.