Accounting & Tax Services

Flexible services & affordable pricing

We work remotely so you can forget the trips to the accountant's office

Although we are more than happy to meet with you in person (travel up to a 60mi. radius of Greeley, CO), we believe in the advantages of working remotely and offer virtual solutions for document sharing and Communication. With our virtual accounting and tax service you get the knowledge and experience of a dedicated professional with all the convenience of todays online tools and responsive communication.

Schedule a FREE 30 Min. Consult

Bundled or A La Carte?

We make it easy to ensure you pay just for what you need...

Below, you can see some of our stand-alone services and popular Packages that you can mix and match to ensure your needs and requirements are met. Don't know what will be the best value for you? Just give us a call and we will propose a tailored offering just for you.

Tailored Solutions

We're not a one-size fits all firm

We know all situations are different and some clients need different levels of engagement.


SHORT TERM • ONGOING • PROJECT BASIS
GET QUOTE

Popular Services

Our Packages

DIY Training

Help setting up Software and Chart of Accounts
Training on how to use software (add expenses, set up bank feeds, enter sales invoices, enter bills, reconcile bank accounts)
Review of monthly transactions for accuracy
Review notes on what items need to be reclassified-changed
Scroll for "add-on" services

Grow with You Plan

Designed for New Start-Up Businesses

QuickBooks Online Subscription and Set-up
Monthly Bookkeeping (Classify & Record Transactions)
Reconciliation of Transactions of 1 Bank Account
Closing the Books
Produce Draft and Final Financial Statements (Balance Sheet, Profit & Loss, and Statement of Cash Flows)
30 Minute Optional Video Conference Call or in person meeting to review financials statements and answer questions/concerns
Scroll for "add-on" services

Pro Plan

QuickBooks Online Subscription and Set-up
Bi-Weekly Bookkeeping (Classify & Record Transactions)
Reconciliation of Transactions of 2 Bank Accounts
Closing the Books
Produce Draft and Final Financial Statements (Balance Sheet, Profit & Loss, and Statement of Cash Flows)
1 Hour Optional Video Conference Call or in person meeting to review financials statements and answer questions/concerns
Payroll Services
Scroll for "add-on" services

Elite Plan

QuickBooks Online Subscription
Weekly Bookkeeping (Classify & Record Transactions)
Reconciliation of transactions of up to three bank accounts (checking/savings/credit card)
Closing the books
Produce Draft and Final Financial Statements (Balance Sheet, Profit & Loss, and Statement of Cash Flows)
Unlimited E-mail Support
Optional 1 Hour Monthly Video Conference or in person meeting to review financial statements and answer questions.
Payroll Services
Accounts Payable Services
Scroll for "add-on" services

Add-on or Stand-Alone Services

A/P- Pay Vendors

A/R- Invoicing/Billing
Cash Flow Monitoring/Analysis

Chart of Accounts Set Up

Estimated Tax Calculations

Expense & Document Management

Inventory Tracking

Initial Set-Up of Accounting Records
Fixed Asset Set-Up

Sales Tax Returns

Budgeting/Forecasting

Landlord/Tenant Contracts

Monthly/Quarterly Review of Books

Time Tracking Software Integration Support

Year End 1099 & W-2 Reporting

Tenant Ledgers

GET STARTED