COUNT GROWTH ACCURATELY @CGA
Packages
Each package offers a tailored approach to meet the specific needs of different business structures, ensuring compliance and providing valuable financial insights to help clients manage and grow their businesses effectively.
Fee: 600/month
Target Audience: Sole Proprietors, Single-Member LLCs, and Micro Nonprofits
Services Included:
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QuickBooks (QB) Company Setup:
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Initial setup and customization of QuickBooks for accurate allocation.
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Basic Recordkeeping:
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Quarterly recording of financial transactions and Profit and Loss statements under cash basis accounting.
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Tax Preparation:
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Annual federal and state tax return preparation and e-filing.
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Guidance on maximizing tax deductions to minimize tax liabilities.
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Fee: 1,000/month
Target Audience: Partnerships, Multi-Member LLCs, S-Corps, and Corporations requiring more extensive compliance and reporting.
Services Included:
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QuickBooks (QB) Company Setup:
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Comprehensive setup and ongoing management of QuickBooks.
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Financial Compilation:
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Monthly preparation of financial statements (balance sheet, profit & loss, cash flow).
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Regular financial reviews and advice.
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Quarterly Sales Tax:
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Preparation and filing of quarterly sales tax returns.
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Assistance with state business registrations and compliance.
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Limited Payroll Services:
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Payroll processing and tax filings for S-Corp and other small entities.
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Compliance with payroll tax regulations.
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Business and Individual Tax Preparation:
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Annual business tax return preparation and filing (federal and state).
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Individual tax preparation for business owners.
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Fee: 1,500/month
Target Audience: Companies with higher compliance needs, including Partnerships, Multi-Member LLCs, Corporations, and S-Corps
Services Included:
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GAAP Accounting:
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Accounting services following Generally Accepted Accounting Principles (GAAP) to ensure compliance with industry standards.
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Financial Compilation & Reviews:
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Compilation of financial statements with periodic reviews as required by third parties (banks, investors).
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Detailed financial analysis and advisory services.
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Sales Taxes:
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Comprehensive management of sales tax compliance, including multi-state filings if applicable.
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Payroll Management:
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Full-service payroll processing, payroll tax filings and employee compliance.
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Advisory Services:
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Ongoing advisory services focused on industry-specific compliance issues.
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Regular updates on changes in tax laws and regulations.
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Tax Preparation:
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Comprehensive tax preparation for both the business and its owners.
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Strategic tax planning and advisory services to minimize tax liabilities.
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