Initial Financial Setup & Consult
Quickbooks Online or Xero Accounting Certified Setup
Setup Includes:
Standard:
Bank Feed Connection
Financial Statements
Expense Tax Categorization
Sales Tax Compliance
Optional:
Bill Tracking & Payments
Revenue Tracking
1099 Filing
Custom Reporting & Analytics
Tax Return Filing
Tax Planning
Payroll Processing
TopShelf Financial Services
QuickBooks Online or Xero Accounting Setup performed by Certified Professional.
Bookkeeping
New Accounts or Cleanups
QuickBooks Online or Xero Accounting Setup
Financial Statements
Sales Tax Compliance
Bank reconciliations
Bank Feeds Connection
Standard Payroll
Small Business Payroll
Set up Payroll System (Gusto, QuickBooks, etc.)
Establishing time responsibilities
Managing Payroll Cycles
Remitting Payroll Taxes
1099 Tax Filings
Review & Filing
Review Vendor documents
Calculate 1099 Income
Submit 1099 filing to IRS and Contractors
Tax Preparation Services
1040 Tax Preparation
Personal tax preparation
Business tax preparation
Tax planning and strategy
Electronic filing
Amended return preparation
State tax return preparation
Consultation and advice on tax-related matters.