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We make bookkeeping simple so you can take one more task off your list.
Ensure that all financial information is up to date
Monthly reconciliation of bank and credit card statements
Monthly reconciliation accounts receivable and accounts payable
Maintain data feeds into your accounting software files
Provide monthly financial reports for management
Access to client manager and team
BOOKKEEPING
Bronze
Features
- Monthly Expenses
- Grossing $0-150K + (Premium)
- Monthly Reports
- Client Manager Meetings
- Up To 1x/month
- Artificial Intelligence
Silver
Features
- Monthly Expenses
- Grossing between $150-499K + (Premium)
- Monthly Reports
- Client Manager Meetings
- Up To 1x/month
- Artificial Intelligence
Gold
Features
- Monthly Expenses
- Grossing between $499-2MM + (Premium)
- Monthly Reports
- Client Manager Meetings
- Up To 1x/month
- Artificial Intelligence
FOCUS ON WHAT IS IMPORTANT, YOUR BUSINESS. LET US BE YOUR OUTSOURCED FINANCIAL BACKBONE.
We make buiness and money management simple, so that you can have peace of mind, make better financial decisions and continue to grow your business.
What sets us apart...
- Financial Visibility
- Forecast Your Business
- Organization & Detail Oriented Team
- Artificial Intelligence Driven Firm
- Tax Planning Team
- Vast Provider Network
- Dedicated Representatives & Team of Experts
Bookkeeping
Accurate financial information and monthly reports for your businesses. We use Artificial Intelligence to help capture and process business activity more efficiently.
Controller Services
Your dedicated controller will oversee your business' daily accounting operations. This includes your bookkeeping, accounts payable and accounts receivable.
A Dedicated Team
Every business owner will have a dedicated Client Manager and accounting team to ensure that there is always communication and clarity between both parties.
A LA CARTE
- PAYROLL
Through a corporate partnership with ADP, we are able to onboard all of your businesses and employees to payroll services.
$120 - SALES TAX FILING
We are able to file reports and make monthly/quarterly payments to the Florida Department of Revenue for you if you collect sales taxes.
$55 - INCORPORATIONS
If it’s a brand new business, we can incorporate for you in the corresponding state and gather all the documents needed to function.
$375 - 1099 FILING
At the end of the year, we can file 1099 forms with the IRS for your business vendors by using our own financial reports.
$20 - CORPORATE TAX FILING$725
- PERSONAL TAX FILING$300