Accounting Solutions


 

What we offer

 

Money Saving Plan – $125 per month

  • QuickBooks Plus Online subscription
  • Complete QuickBooks Online (QBO) setup (excluding payroll)
  • Link QBO to your PayPal and bank account
  • Federal corporate tax return preparation and e-filing
  • Secure client portal for file sharing
  • Year-end accounting of the information entered in QBO
  • 1 hour year-end tax planning
  • Unlimited email/phone support for simple tax and accounting queries (excludes more complex tax and accounting matters)

Time Saving Plan – $225 per month

  • QuickBooks Plus Online subscription
  • Complete QuickBooks Online (QBO) setup (excluding payroll)
  • Link QBO to your PayPal and bank account
  • Federal corporate tax return preparation and e-filing
  • Secure client portal for file sharing
  • Prepare quarterly financial statements and sales tax returns
  • Unlimited email/phone support for simple tax and accounting queries (excludes more complex tax and accounting matters)
  • Quarterly meetings to discuss:
    • Company performance
    • Cash flow – vendor arrangements and customer outstanding invoices
    • Key performance indicators
    • Tax planning
    • Investor(s) & lender relationships

 

What you can do with QBO Plus:

 

  •  Track income – Know your income and where you’re most profitable.
  • Organize expenses – Ditch the shoebox and excel spreadsheets.
  • Maximize tax deductions – Sort transactions into tax categories so you get the biggest deduction.
  • Send invoices – Send invoices and get paid online with FREE ACH bank transfers.
  • Send estimates – Send estimates that look professional and land the job.
  • Track sales tax – Stay on top of what you owe with automatic sales tax tracking.
  • Manage bills – Manage bills and never worry about due dates.
  • Multiple users – Save time by allowing more than one user to access QuickBooks.
  • Track time – Make invoicing quick and easy by tracking billable hours.
  • Track inventory – Track inventory and send purchase orders so you always have the right products in stock.
  • Track 1099 payments – Track and pay 1099 contractors to stay compliant.
  • Mobile accounting – follow up on your invoices, update your accounting, even generate invoices and track your inventory online – no need to be restricted to a desk. Flexible accounting for our mobile society.

 

Here’s what you get with our service:

• More time to focus on new services, new customers and other core business issues.

• Better understanding of the financial side of your business, so you have fewer surprises and more control over the money.

• Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.

• A readily available sounding board to help you with those tough business decisions and help you clarify your business plans. No questions are off limits.

• The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.

• A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.

• Improved quality and timeliness of financial information.

• Profitability analysis by service or product line. Which products should we focus our sales efforts on? Where should we increase our margins?

• Tax planning is extremely important for a growing business.  We monitor your tax situation to ensure funds are set aside for taxes, quarterly payments are made, and there are no surprises at tax time.

Contact Us

Phone: 954-616-8991

Email: pedro@pedrocpa.com