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Designed for the business owner who has a CPA but wants to eliminate tax-season chaos. This service acts as the professional filter that keeps your records pristine.
What’s Included:
• Monthly Ledger Categorization: Consistent cleanup in QuickBooks to ensure accuracy.
• Quarterly "Tax-Ready" Audit: Pre-emptive entry reviews so your CPA has zero follow-up questions.
• Secure Document Vault: Centralized, encrypted document storage via Ahsuite.
Pricing: $500 – $750 / month
The Value: Eliminates expensive year-end "Cleanup Fees" and ensures every possible deduction is captured in real-time
Designed for the business owner who has a CPA but wants to eliminate tax-season chaos. This service acts as the professional filter that keeps your records pristine.
What’s Included:
• Monthly Ledger Categorization: Consistent cleanup in QuickBooks to ensure accuracy.
• Quarterly "Tax-Ready" Audit: Pre-emptive entry reviews so your CPA has zero follow-up questions.
• Secure Document Vault: Centralized, encrypted document storage via Ahsuite.
Pricing: $500 – $750 / month
The Value: Eliminates expensive year-end "Cleanup Fees" and ensures every possible deduction is captured in real-time