RELAX AND LET US HANDLE YOUR STRESS!!

With the Basic Bookkeeping Plan special service rate of $69/month plus an additional $50/month, you will be eligible for the Business Management Plan. The Business Management Plan includes a CPA Compiled financial statements and the special service of the Basic Bookkeeping Plan (Please note that this is not audited or reviewed, but compiled based on information provided by management and CPA consulting. Please go to Basic Bookkeeping Plan for more information about this service). Clients will be worried-free and shift all their stress to us. We will give you an analysis of your business performance, your break-even point, your sales, your profit, or cost structure, and so on

Service you will Receive

We will include all the accounting, tax, and payroll functions in the Business Management Plan. The services to be performed for your organization is included, but is not limited to the following:

Monthly CPA Compiled Financial Statement signed by a CPA practicing in California, Including:

» Income Statement

» Balance Sheet

Business Management Also Includes:

» Detailed General Ledger

» Cash-Flow Statement

» Quarterly Phone meeting reviewing your financial & tax situation. During the meeting we look at

• The financial setup of your company

• Your company’s cost & profit structure

• Your company’s entity structure

• Your company’s liquidity

• Allocation of cost

• All and any other matters pertaining to the financial health of your organization.

• The deductions you can take

• Potential tax problems in the future

• How to avoid an IRS audit

Tax Projections and create a pro-active plan of action based on your circumstances

Open Questions and Answers Period

» Answering any questions you may have about financing

» Business Valuation

» Insurance Needs

» Lease/Buy Analysis

» Business Structure (C Corporation, S Corporation, LLC, Partnership, Sole Proprietor)

Preparation of Monthly Sales Tax and year end forms 1099-Miscellaneous forms & Business Licenses are included in the business management program.

» Inquiries to governmental agencies (excludes audits by governmental agencies)

Tax Consultation

No Extra fee for Telephone Consultation on business matters, tax matters, or any other matters, arising our of normal operations of the business. Normal telephone conversations are not charged; however, if the CPA determines that continuously excessive consultation is desired by the client, the CPA may require client to e-mail questions in writing for future explanation by the CPA.

OTHER OPTIONAL SERVICES INCOME TAX PREPARATION:

Please note that it is not mandatory for you to choose us to do your tax return, but for your benefit Year-end preparation of your Personal & Business Income Tax returns will be discounted at a rate of 55% for our Business Management clients and is priced to cover our cost in tax preparation.

For Corporation or Partnership, the normal rate for a walk-in client is $600. If you choose the basic bookkeeping plan, the tax preparation fee will be $350 for Basic Plan clients and $175 if you are under the Business Management Plan.

For an individual return with a business, the normal rate for a walk-in client is $350, ($250 for Basic Plan and $100 if you are signed up for the business management plan. The tax return will be signed by a CPA practicing in the State of California.

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