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!
Foundation Bookkeeping package
$
499
Monthly
- ✓ Monthly bookkeeping and reconciliations
- ✓ Weekly transaction categorization
- ✓ Monthly financial statements (P&L and Balance Sheet)
- ✓ Secure access to our accounting team through the TaxDome portal
- ✓ Quarterly 30-minute accounting review meetings
- ✓ Standard response times
Momentum Bookkeeping package (Best Seller)
$
999
Monthly
- ✓ Everything in Foundation, plus
- ✓ Monthly 30-minute financial review meetings
- ✓ Two tax planning sessions per year: Mid-year tax planning meeting and Year-end tax planning meeting
- ✓ Quarterly tax projections
- ✓ Priority portal support
- ✓ Direct access to senior team members
Ascend (VIP) Bookkeeping Package
$
1499
Monthly
- ✓ Everything in Momentum, plus
- ✓ Monthly 30-minute executive advisory meetings
- ✓ Quarterly tax planning meetings with updated tax projections
- ✓ Ongoing tax strategy adjustments as your business evolves
- ✓ Priority portal messaging and response times
- ✓ Annual tax preparation, including: One business tax return, One personal tax return and One state filing
