Your Friendly Accountability Partner

Accounting, payroll, tax & advisory for small business owners

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Bookkeeping & Accounting

Leverage technology and reduce painful accounting tasks. Get regular financial reports. Make smart decisions.

Advisory Services

Don’t feel blind-sided by unknowns. Forge a clear path forward. Strategy, analysis, forecasting, and reporting you need to thrive.

Professional Support

Get timely help with questions and matters that your organization is facing. Get accurate information and reduce your stress.

Payroll Solutions

Cloud-based paperless solutions designed to reduce time spent on payroll while increasing accuracy of payouts to your employees and contractors.

Is your current plan working for you?

It’s tough running a business by yourself. You need access to a professional knowledgeable on both accounting and tax so you can make better decisions to stay on track growing your business.

Let us show you how technology can streamline how you work on your business and in your business. Make most of your time.

Service Packages

Technology Partners

App integrations that enable you to focus on what's truly important

Accounting software

Secure Client Portal - invite only platform

Collaborative hub for clients

Document management

Collaborative financial forecasting

Elite
Comprehensive package to meet all accounting and tax compliance needs.
PRO
Everything in Basic + reconciliation of point of sale deposits, liability accounts, and additional reports
Basic
Weekly bookkeeping service for your business. Annual tax service for federal compliance.

Accounting Services

Bookkeeping

Bank feed  transactions categorizes
Bank & Credit  Card Statement reconciliations

Accounting

Record  Depreciation & Amortization
Balance Sheet  & 13 Month Rolling Profit & Loss
Close the Books  Monthly
POS deposits  reconciled
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Review A/P &  Payroll Reports
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Reconcile  Liabilities - Sales tax/Payroll/Loans
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Additional  Management Reports
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Software Training

Liscio.me
Client Hub
Hubdoc

Professional Support

Weekly Email Support
Priority Support via Zoom
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Monthly CPA Consulting
Unlimited
1 session/month
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STARTING MONTHLY SUBSCRIPTION PRICING
$675
$550
$350

Accounting Add On Services

Client Owned & Paid Subscription (QB, payroll, etc.)
$275
$225
$175
Fixed Asset  Management - TPP filing ready
$10
Sales tax - Review  and Adjustment Liability Acct
$10
Inventory/COGS  Adjustment
$50
$75
Cloud-based  Payroll Solutions
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Tax Compliance

Preparation & E-File

Close the Books at Year End
Tax Ready  Financial Statements
Business & Personal Income Tax Return
TN State Business Returns (if applicable)
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Estimated Tax  Payment Calculation
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Tax Projection
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Strategic Tax  Planning
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MONTHLY SUBSCRIPTION PRICING
Request Pricing
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Tax Add On Services

Form 1099 - NEC/ MISC (Set Up & First 10 Forms) Annual fee
$125
$125
$125
Cloud-based Payroll Services
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Advisory Services

Financial Forecasting

Initial assessment and set up
Goals analysis
Financial Dashboard
Benchmark metrics for your business
Business Summary Webpage
Summary management reporting
1-year sales forecast
Financial systems health check
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The Lean Plan
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Measuring the things that really matter
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Full periodic management reporting
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Business review meeting
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Access to cloud-based reporting platform
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Dedicated account manager
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3 - year financial plan
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Financial scenarios based on need
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Prioritized strategic action plan
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Rolling cash flow profit forecast
Quarterly
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Business coaching sessions - Accountability program
Monthly
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MONTHLY SUBSCRIPTION PRICING
Request Pricing
Request Pricing
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Software Applications

Liveplan
Request Pricing
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Packages FAQs

QBO Subscription Required

Special pricing for NEW subscriptions.

Contact us for special pricing offer.

New subscriptions get discounted monthly pricing for one year. Link above takes you to my Qualified Service Provider page.

QBO Set Up

Customized business account and settings. Build customized Chart of Accounts. Connect bank and credit card accounts to institutions. You enter your online credentials. One time Set Up Fee -  Pricing $175.00 (monthly subscription not required)

QBO Diagnostic

A deep dive review of balance sheet accounts. We identify misaligned transactions, reconciliation issues and accounts with balances going in the wrong direction. (i.e. credit card account with a large negative balance). We scan income accounts and expense accounts for miscategorized transactions. One time Fee - Pricing $250.00 (monthly subscription not required)
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QBO Review

For established QBO accounts we will review  business accounts, settings and Chart of Accounts. We will make adjustments  where necessary after you have engaged our services.

Bookkeeping Services Include

Downloading transactions, categorizing, scanning for correct categorizing, reconciling one bank account and one credit card account.

Bookkeeping Does Not include

accounts payable, bill payments, accounts receivable, inventory management. It Does Not include financial advisory services, Tax Planning strategies or facilitating the filing of sales tax returns, preparing or sending 1099's or management of payroll.

Back Work

Starting w/ last tax return filed through the end of the month signed up transactions are downloaded, categorized and reconciled to statements. Billed at monthly rate

Tax Projections

Estimates of what your tax will most likely be in the coming tax year. Projections are done for both your business and personal returns. Access to the planning module available each May - January

Tax Strategies

Ideas and planning that will lower your taxes that are due. Some strategies are simple and some are very complex. You choose what is right for you.

Tax Plan Support

we will walk you through the strategies you are interested in and provide feedback on how to implement them.

Not Covered Services

Services outside of the packages will be billed at an hourly rate.

Ask Your Questions

Schedule a free 30 min consultation or 1-hour live support session

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What's Your Accounting System Backbone?

Download Chart of Accounts white paper containing practical how-to's
and common mistakes you would want to avoid. This is a good start of building a strong foundation for your future growth.

Check your email for the download link to Chart of Accounts whitepaper
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