Question 1

What do you get with our monthly bookkeeping package?

Accepted Answer

With our monthly bookkeeping package, you get transaction categorization, bank and credit card reconciliations, monthly financial statements (profit & loss, balance sheet, cash flow), general ledger review, chart of accounts management, account classification adjustments, and ongoing email support. Plus, we coordinate with your tax preparer to keep everything in order.

Question 2

Can you manage accounts payable and receivable?

Accepted Answer

Absolutely. We offer add-on services for managing accounts payable (vendor setup, invoice entry, bill payment prep) and accounts receivable (invoice creation, payment tracking, and follow-ups on overdue invoices).

Question 3

What types of tax returns do you handle?

Accepted Answer

We handle various tax returns, including personal income tax returns (Form 1040) with schedules for self-employed individuals, rental properties, and itemized deductions. For businesses, we manage LLC partnerships (Form 1065), S-Corps (Form 1120-S), C-Corps (Form 1120), and nonprofit organizations (Form 990).

Question 4

Do you help with multi-state LLC registrations?

Accepted Answer

Yes, we help with multi-state LLC registrations. Our services include foreign entity registration filing, state-by-state filing guidance, registered agent coordination, and tracking annual report and renewal requirements.

Question 5

What other services do you offer?

Accepted Answer

In addition to bookkeeping, payroll, tax preparation, and business formation, we offer: Asset Protection Services: Consultation, revocable living trust setup, holding company structure planning, real estate entity structuring, and coordination with legal/insurance professionals. Consulting & CFO Services: Business advisory on cash flow, budgeting, and strategy, plus fractional CFO services for high-level financial oversight. Trade Name, Copyright & Trademark Services: U.S. trade name registration, copyright registration, trademark application, trademark search and preliminary clearance, and bundled trademark and copyright filing services.

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