Reconciled books every month, payroll filed on time, Michigan sales tax handled, quarterly estimates calculated, and the year end return prepared by the same CPA who watched the numbers all year. One monthly amount, reviewed annually.
Every account reconciled in QuickBooks or Xero, clean categories, and a short monthly summary of cash, margin, and what changed.
Payroll runs, federal and Michigan deposits, Forms 941, 940, W-2 and 1099, and Michigan sales and use tax returns, all on the calendar.
Monthly bookkeeping is done by the firm, not outsourced, and reviewed by a CPA who can answer the tax questions that come up along the way.
The monthly close, payroll and payroll tax filings, sales tax, quarterly estimates, an advisory check in, and the year end business return. The engagement letter lists each item so there is no ambiguity.
Yes. Cleanup of prior periods is quoted separately, usually hourly with a cap, and then the monthly engagement starts on a clean slate.
No. We work in QuickBooks Online and Xero. If you are on something else we will tell you honestly whether it is worth moving.
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