You can choose assisted accounting to full-service accounting. Pricing for these services are dependent on number of transactions. Look below for the packages we provide to get started.
Included in all stages:
Unlimited QuickBooks, Accounting and Tax Support
24/7 Access to Financial Info
Download of Bank Transactions, Coding of Transactions
Monthly Bank and Credit Card Reconciliations
Unique to this stage:
Annual Financial Reports
Unique to this stage:
A/R Reporting
Weekly Accounts Payable Processing
Quarterly Financial Reports
Biannual KPI Reporting
Biannual Controller Meeting
Unique to this stage:
A/R Reporting
Weekly Accounts Payable Processing
Monthly Financial Reports
Quarterly KPI Reporting
Quarterly Controller Meeting
Payroll priced separately depending on number of employees.
1099 Tax Preparation for an extra charge.
Sales tax also available for extra charge.
Real Time Facts and Figures
Business owners can also update bookkeeping data in real-time. This keeps the information up-to-date and allows accountants to work with the current facts and figures. Both entrepreneurs and their accountants get a true snapshot and more insight of what's currently happening in the financial arena.
Compared to traditional accounting methods, virtual accounting is a no-hassle paper solution. It's also efficient and green.
Take the stress out of tax time.
Sonya Graywolf, CPA has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.
Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted virtually. Whatever your circumstances may be, we are here to give you the best advice to help you get through life's challenges. Whether you need current year returns prepared or need to plan for retirement or your child's education, our professional team can assist you with all of your needs. This office provides many services, including the following:
Individual Tax Preparation
Business Tax Return Preparation
Gift & Estate Tax Return Preparation
Partnership & Corporate Tax Preparation
Estate and Succession Planning
Tax and Education Planning
Out-of-State Returns
Business Start-Ups
Thank you for allowing us to be of service.
Outsourced CFO Services
There are few companies that would not benefit from the advice and knowledge of an experienced CFO.
But hiring a company with that level of expertise is an expensive proposition that goes well beyond the budget of most small and medium-sized businesses. Hiring a professional on a part-time basis offers an excellent alternative. Outsourcing CFO services gives you the ability to get the guidance you need on developing plans that will make your company profitable and provide you with financial management leadership without having to pay a full time salary and benefits. Sonya Graywolf, CPA is available to help your business in exactly this way. We can help you build a plan for your future, protecting your assets while at the same time creating long-term goals designed for success.
Whether you are a small start-up company or a medium-size company seeking guidance, you can have full confidence that Sonya Graywolf, CPA will use our high-level skills to advance your company's financial plan and give you the kind of financial management that you thought you could not afford without hiring a full time CFO.
Working with Sonya Graywolf, CPA is an exercise in taking control of your business' future. We will meet with you to create a plan that starts with the current quarter and looks to build and improve for years to come. Our services will include helping you with budget creation, cash flow management, senior-level financial decision making, creating a tax strategy, and reviewing all of your insurance policies in order to ensure that you are well protected. By paying meticulous attention to detail and making sure that you understand what is happening with your accounting process and financial plan at every turn, Sonya Graywolf, CPA will make sure that our role as part-time chief financial officer translates into full time confidence.
QuickBooks offers a number of highly valuable features for small and mid-sized companies, including the ability to send out invoices, scan receipts, track sales revenues, and organize your expenses in a way that allows you to stay informed easily.
It will run your employee payroll system, enable payments in storefront, online and mobile environments, and generate real-time financial reports whenever you need them. Perhaps most importantly, QuickBooks will eliminate the kind of costly mistakes and delays that plague so many businesses, both on a day-to-day basis and when it comes time to prepare your taxes. The program synchronizes tasks across multiple devices and platforms, enabling for greater efficiency, accuracy and accessibility.
We have been providing business accounting services for years, working directly with clients in order to enhance their chances for success. We have a deep understanding of QuickBooks and how it can improve efficiency and accuracy, and have used it to help countless businesses.
If you would like more information on how our knowledge and experience can help your business grow, save on taxes, and build a secure future, contact our office today. We will tell you how QuickBooks services can help you.
We provide:
QuickBooks setup that can save you hours of trying to figure out the initial installation for yourself.
QuickBooks training that helps you and your employees operate all of the program's functions and take advantage of all of its benefits.
Quick answers for your accounting department employees. We are just a phone call or email away, ready to save you time and answer all of your questions in a friendly and supportive manner.
Quick tune-up is a service that we provide whenever you need help with problem areas. Whether you are getting ready for tax time, going through financial review or have encountered some other kind of challenge, our tune-up will clear up the problem.
QuickBooks tips is a collection of shortcuts and hints that will help you make the most of your QuickBooks experience.