My Firm

Basic Firm Info

Company Name

Minimum Monthly Fee

What level of support do you generally offer your clients?

My Services

Payment to Molly Sanders $20,000 USD July 11, 2020

Tax preparation & Planning

Business income tax preparation
Personal tax preparation for business owners
Tax planning
Respond to tax notices

Bookkeeping & Outsourced CFO

Virtual bookkeeping (QBO, Xero, etc)
Desktop bookkeeping (QB Desktop, after-the-fact, etc)
Bill paying
Catch-up client books that are in arrears
Accounting software recommendations

Payroll & Sales Tax

Payroll tax preparation (Including outsourcing)
Payroll planning only
Sales tax preparation

Advisory Services

Budgeting & forecasting
Growth & cost savings
Financial statement preparation (informal included)
Ongoing meetings
Personal financial planning (including outsourcing)

Other Services

Incorporations & formations
Entity selection advice