Services

Chattanooga Based Bookkeeping

Bookkeeping

Record keeping is vital to any business. We have full-time bookkeepers to handle accounting and company financials. Let us handle the headache while you focus on the day-to-day.
Our dedicated team ensures that all income and expenses are accurately documented, providing a clear and up-to-date financial snapshot.
From tracking invoices and receipts to reconciling bank statements, our bookkeeping services help maintain financial transparency and compliance. We tailor our services to suit the unique needs of each client, offering comprehensive support in managing accounts payable, accounts receivable, and general ledger entries.
With our expertise, clients can focus on their core business activities, confident that their financial records are in capable hands.
 
  • Daily Quarterly and Yearly Accounting Reconciliations
  • Year End Tax Statements and Summaries
  • Quarterly Tax Payment Reports
  • Ledger Maintenance
Chattanooga Based Bookkeeping

Accounting

Our Accounting Services encompass a comprehensive suite of financial solutions for both businesses and individuals. 
For businesses, we handle every aspect of financial management, from maintaining accurate books to preparing financial statements.
Our experienced team ensures compliance with accounting standards and regulations, offering insights into optimizing financial performance. 
Additionally, our Tax Preparation services cater to both businesses and individuals, navigating the complexities of tax codes to maximize deductions and minimize liabilities. 
Whether it’s corporate tax returns or personal income tax, our experts streamline the process, ensuring compliance and identifying opportunities for financial optimization. 
Trust us to deliver precise, reliable, and personalized accounting and tax solutions tailored to your specific needs.

 

  • Individual Tax Preparation
  • Partnership Tax Preparation
  • Corporate Tax Preparation
  • Non-Profit Tax Preparation
  • Estate & Trust Tax Preparation
Chattanooga Bookkeeping

Tax Planning

Discover the power of strategic financial planning with our Tax Planning services. We craft personalized tax solutions for individuals and businesses.
Our expert advisors collaborate with clients to develop comprehensive tax plans beyond mere compliance, aiming to minimize tax liabilities while optimizing financial outcomes.
From entity structure optimization to international tax planning, we provide tailored strategies that align with your unique goals. Our services encompass compliance assistance, tax credit identification, and proactive monitoring of tax law changes.
 
  • Estimated Tax Payment Calculations & Strategies
  • Safe Harbor Calculation and Quarterly Estimated Payments
  • Documented Tax Plan 
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Bookkeeping Packages

Basic Package

$550

  • Monthly Bank Account reconciliation for up to 2 bank accounts with up to 100 transactions for both accounts.
 
  • Preparation of monthly financial reports, balance sheet and P & L Statement.

Standard Package

$750

  •  Monthly Bank Account reconciliation for up to 2 bank accounts with up to 200 transactions for both accounts.

 

  • Preparation of monthly financial reports, balance sheet and P & L Statement.

 

  • Process vendor invoices up to 25 per month.

 

  • Prepare customer invoices up to 25 per month.

Premium Package

$1,750

  • Monthly Bank Account Reconciliation for up to 3 bank accounts with up to 500 transactions for all accounts.

 

  • Reconciliation of 2 business credit card accounts.

 

  • Process vendor invoices up to 50 per month.

 

  • Prepare customer invoices up to 50 a month.

 

  • Preparation of monthly Financial Reports, balance sheet and P & L Statement.

 

  • Sales Tax Filings

 

  • Annual Business Registration

Payroll Package

$250 - $600

  • 1-10 Employees:  $250
  • 11-20 Employees: $350
  • 21-25 Employees: $450
  • 26-40 Employees: $600
  • Payroll Set up Starts at $250

Add-Ons

  • QuickBooks Setup: $250
  • Setup Chart of Accounts Preferences
  • Customize Invoices with Customer logo
  • Setup Vendors
  • Setup Clients and Employees
  • Consultations

Additional Fees

$150 Charge for After Hours and Weekend

***Clean-up Bookkeeping Service done on an hourly basis or a flat negotiated rate – contact us for pricing***

Tax Consultation & Strategy

1 Hour / $350 
 
A Tax Consultation & Strategy Call is a dedicated session where a CPA walks through a  comprehensive understanding of a client’s financial landscape. During this call, we explore the client’s financial situation, income sources, and significant life changes. 
 
We delve into specific tax-related goals and challenges, identifying opportunities for deductions, credits, and tax optimization. Our experts provide insights into tailored tax strategies, including entity structure optimization, international considerations, and compliance guidance. 
 
The consultation also covers any upcoming tax law changes and offers a platform for clients to ask questions, ensuring they are well informed and empowered to make strategic financial decisions. This personalized approach sets the foundation for a proactive and effective tax strategy that aligns with the client’s unique circumstances and goals.
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