Financial Tools & Tips

Clients & Supporters
$ 8 Monthly
  • Monthly Tax & Financial Coaching Newsletter
  • Regular Instructional Videos on Key Topics
  • Free Spreadsheet Analyzers With Each Topic
  • Address your technical Q&A questions from Vlog

Business Basics

Ideal for Small S-Corps
$ 125 Monthly
  • Cloud Accounting System
  • Monthly Payroll Processing
  • Quarterly Federal & State Payroll Tax Filings
  • S-Corp Owner Financial Tax Planning
  • Year-end W-2 Filing

Bookkeeping Asst.

For clients with more activity
$ 300* Monthly
  • Cloud Accounting System
  • Monthly Coding with third party integrations
  • Bank & CC Reconciliations
  • Monthly Financial Statement Preparation
  • Full Payroll Support & Coodination

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