We are a Virtual Firm that
Specializes in Small Business Tax Planning,
Tax Preparation & Bookkeeping.
We are Your Key to Maximizing Your Tax Efficiency
Throughout the Year as You Increase Your Revenue.
Tax Preparation & Bookkeeping.
We are Your Key to Maximizing Your Tax Efficiency
Throughout the Year as You Increase Your Revenue.
Let Us Show You How to Stop Overpaying the IRS.
Mandy Buendia EA, MSCTA
We want to help your business GROW
Your life will be easier and your business more profitable when you hire a bookkeeper....here's why!
You'll have more time
...to focus on sales, marketing and customer retention, thus increasing your new and recurring income!
You'll have peace of mind
...knowing that you can call us with any question, comment or concern that affects your business or personal situation and we'll be there to help!
You'll be able to plan
...whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials and tax planning experts at your fingertips!
What other benefits do you get?
In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits...
- Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.
- Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
- Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.
How do I get started?
It's easy! Just follow these 3 steps!
Sign up Below
This basic bookkeeping package includes monthly tracking of your income and expense transactions for all business checking, savings and credit card accounts.
We will review and reconcile your books and issue pristine financial reports every month delivered via email.
*Note: Back work for any previous months are offered and required before we can start tax planning.
***QBO subscription is required but we can walk you through that later
Access Membership Site
After you enroll in the basic bookkeeping package, you will get access to our on-boarding membership portal where you can then quickly and easily request additional services, such as tax planning, payroll or legal help.
This membership site also walks you through everything you need to do so we can get you on the right track to financial success!
Don't worry...we fully expect to do all the heavy lifting but there are some things we need from you to get started.
Kick Back and Relax
With our team at your fingertips, you no longer need to stress or worry about your businesses financial health.
ENJOY running your business and lean on us when you need it!
Silver Bookkeeping package
$
497
Monthly
- START-UP BUSINESS NEEDS
- BASIC BUSINESS BOOKKEEPING
- Keep your business organized
-
Stay ahead of your tax liability
- Enjoy your business and have less stress
gOLD Tax & BOOKKEEPING PACKAGE
$
997
Monthly
- GROWING BUSINESS NEEDS
- BASIC PLAN PLUS TAX EFFICIENCY
- Work hand-in-hand with our tax specialists
-
Quarterly Tax Strategy Sessions
- VIP Tax Preparation
platinum business Package
$
1497
Monthly
- SCALING BUSINESS NEEDS
-
BOOKKEEPING +TAX + CONSULTING
- Monthly Tax Strategy Sessions
- Foreword Facing Comprehensive Tax Planning
- Increase Your Profit Margins Monthly
