VMCPA
SERVICES
> Responsive business guidance
> Customized internal reporting
> Top-notch tax services
> Expert accounting leadership
MONTHLY SERVICE OFFERINGS
for Established Companies
• Controller-for-hire
Managing the general ledger and preparing the monthly close
• Compliance
Preparation and filing of monthly, quarterly, and annual tax reports
• Internal reporting
KPI dashboard or other reports to optimize your monitoring and decision-making
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• Management consulting
Bring a tax and financial voice in to management conversations throughout the month
• Tax consulting
Pro-active tax planning to keep your business well positioned
• Accounting consulting:
Guidance on best practices for your in-house team
QUARTERLY SERVICE OFFERINGS
for Expanding Companies
• Quarterly Metrics Report
Creation and maintenance of your company’s dashboard of critical numbers that keep you in touch with the pulse of your business.
• Quarterly Management Meetings
Meeting with management team for strategic discussion of key company numbers.
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• Quarterly Bookkeeping Review
Help keep your books in good shape and train your staff by reviewing the books, providing feedback and making corrections optional add on:
on-demand helpdesk throughout the quarter to support your bookkeeping staff
• Quarterly Tax Meeting
Tax projections to reduce surprises. Guidance for ongoing operations and for specific transactions.
FOUNDER'S PACKAGE
for Start-up Companies
​A series of meetings to work through the following:
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Entity selection consulting in coordination with your legal counsel.
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Guidance on Washington state/local licensing and on obtaining a federal id number.
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Learn all about your federal, state, county, and city tax obligations (I’ll provide you with a customized chart for your company)
4. Recommendations for accounting software, payroll system, and other apps.
5. Salary & benefits consulting.
6. Retirement plan selection.
7. Demystify the P&L, Balance Sheet, and Cash Flow statements
8. Referrals to other local professionals if needed, such a legal & HR.
A LA CARTE SERVICE OFFERINGS
for New & Growing Companies
Tax
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Planning related to income, excise, sales, and payroll taxes at the federal, state, and city level.
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Tax research for sticky federal income tax issues.
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Tax liaison and audit manager ranging from simple notices to field audits.
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Guidance during major transactions, investment & financing, stock compensation, exits & mergers, etc.
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Planning & guidance during drafting or amending of partnership/equity agreements
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Entity selection and start-up
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Application of new tax laws
Management​
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Key performance Indicator dashboard
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Multi-step profitability analysis
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Learn how to read your financial statements including common ratios and important relationships across the pages.
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Forecasting & projections
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Strategy check-ins
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Referrals to other vital professionals (such as HR, legal, bookkeeping, and payroll)
Accounting
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QuickBooks and general accounting training for your in-house staff.
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Accounting systems assessment for improved data capturing and optimal workflow.
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Implementation of new accounting systems & software
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Creation of spreadsheets or other tools external to your accounting software package to fill in gaps.
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Special projects such as file clean-up, conversion to QuickBooks, chart-of-accounts overhaul, integration with other apps, and so on.