ACCOUNTING SERVICES
We can help you no matter what stage you are in growing your business. From start-up to mature businesses we can help you with fixed fee packages so that you will always know your monthly accounting fees.
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.
Services | STARTUP | Growth | MATURE |
|---|---|---|---|
QuickBooks Online Accounting Subscription | X | X | X |
Unlimited QuickBooks, Accounting and Tax Support | X | X | X |
24/7 Access to Financial Info | X | X | X |
Download of Bank Transactions, Coding of Transactions | X | X | X |
Monthly Bank and Credit Card Statement Reconciliations | X | X | X |
A/R Reporting | X | X | |
Weekly Accounts Payable Processing | X | X | |
Financial Reports | Annual | Quarterly | Monthly |
KPI Reporting | Biannual | Quarterly | |
Controller Meeting | Biannual | Quarterly | |
1099 Tax Preparation | X | X | X |
Payroll priced separately depending on number of employees. Sales tax also available for extra charge.
VIRTUAL ACCOUNTING
If you’re like most small business owners, you wear many hats while attempting to make your business as successful as possible. For example, you may be responsible for managing inventory, communicating with clients, dealing with complaints, and handling all the financial aspects of your business.
In many cases, business owners take on all of these responsibilities simply because they don’t believe they have the ability to bring in experts to help them with any of these important tasks. Unfortunately, all this multi-tasking can cause problems for your business, especially when it comes to your finances.
Introducing Virtual Accounting
Also known as online or cloud accounting, virtual accounting is the method of using software applications and computer hardware to complete accounting online. Information is sent to the cloud, processed, and returned to the user.
Virtual accounting offers many benefits for both entrepreneurs and their accountants. The two can collaborate better and work together more accurately. It gives both sides greater insight into the numbers and cash flow with its anywhere accessibility, advanced security technology, live updates, and bug fixes along with real-time facts and figures.
Farewell to Paperwork
Virtual accounting takes paperwork out of the equation for both entrepreneurs and their accountants. Everything is stored in cloud services and apps. This means that it takes less time for business owners and their accountants to find, file, and analyze documents. When compared to traditional accounting methods, virtual accounting is a no-hassle paper solution. It’s also efficient and green.
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.
TAX PREPARATION AND PLANNING
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 & Education Planning
- Out-of-State Returns
- Business Start-Ups
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 makes sure that our role as part-time chief financial officer translates into full time confidence.
QUICKBOOKS SERVICES
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 a 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.