> Responsive business guidance
> Customized internal reporting
> Top-notch tax services
> Expert accounting leadership
MONTHLY SERVICE OFFERINGS
for Established Companies
Managing the general ledger and preparing the monthly close
Preparation and filing of monthly, quarterly, and annual tax reports
• Internal reporting
KPI dashboard or other reports to optimize your monitoring and decision-making
• 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.
• 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.
for Start-up Companies
A series of meetings to work through the following:
Entity selection consulting in coordination with your legal counsel.
Guidance on Washington state/local licensing and on obtaining a federal id number.
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
Planning related to income, excise, sales, and payroll taxes at the federal, state, and city level.
Tax research for sticky federal income tax issues.
Tax liaison and audit manager ranging from simple notices to field audits.
Guidance during major transactions, investment & financing, stock compensation, exits & mergers, etc.
Planning & guidance during drafting or amending of partnership/equity agreements
Key performance Indicator dashboard
Multi-step profitability analysis
Learn how to read your financial statements including common ratios and important relationships across the pages.
Forecasting & projections
Referrals to other vital professionals (such as HR, legal, bookkeeping, and payroll)
QuickBooks and general accounting training for your in-house staff.
Accounting systems assessment for improved data capturing and optimal workflow.
Implementation of new accounting systems & software
Creation of spreadsheets or other tools external to your accounting software package to fill in gaps.
Payroll system set-up
Special projects such as file clean-up, conversion to QuickBooks, chart-of-accounts overhaul, integration with other apps, and so on.