CPA Services
Modern Accounting
Bookkeeping Services
We use QuickBooks online for our clients to handle their internal bookkeeping function. As a partner with QuickBooks, we can offer our clients a 30% discount on the tiered service package that makes the most sense for their business.
We offer the following bookkeeping services:
Monthly or annual bookkeeping
Includes bank and credit card reconciliation, transaction categorization, monthly close and financial statement preparation, variance analysis and chart of account maintenance
Payroll and Sales Tax Setup and Integration
Set up payroll (Gusto) and sales tax (TaxJar) and implement into QuickBooks Online
Payment Processor Integration or Capture
Reconcile and record monthly entries or integrate Shopify Payments, Stripe, PayPal, Square, etc.
Initial Setup
Includes setting up QuickBooks Online and creating chart of accounts
Cleanup
Assessment/remediation of current state of bookkeeping
A/R and A/P
Send payments and invoices through QuickBooks Online to vendors and customers monthly
Fixed Assets
Manage fixed assets in QuickBooks Online
1099 Prep
Includes preparation and filing of forms, and W‑9 maintenance
Income Tax Preparation
Individual Tax Preparation
Business Income Tax Returns (S Corporation, C Corporation and Partnership)
Income Tax Liability Planning
Assistance with income and tax liability projections to estimate current year federal and income tax liability
Other Consulting
Assistance with retirement planning, business purchase/sale, other life events, etc.