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Financial & Accounting Services

Modules Sections Details Fees
      Regular Discounted
(For limited time only)
Client Site
Financial Consulting Starting a Company - Which entity is right for your business?
- Tax advantages/benefits
$499 $199  
  Incorporation - FEIN (Federal Tax Identification Number)
- State Registration for taxation
- Article of Incorporation
- Minutes & Bylaws
$499 $199  
Registrations Sales & Use Tax - New Registration
- SIC & NAICS Code for business
$499 $199  
  Government Regulatory Department Registration - NJ Division of Consumer Affairs, Business Registration section $699/registration
* Govt fees extra
$299/registration * Govt fees extra  
Financial Planning Business Plan Preparation and Review $99/hr $69/hr  
  Procuring Business Financing - Seed Capital
- Venture Capital
- Budgeting
 10%  5%  
  Revenue Forecasting    $99/hr  $69/hr  
  Cost Control & Saving

- Expense reduction
- Analyzing business, books, returns, taxes etc. 

 50%  30% of actual savings  
Accounting
Accounting Software
Selecting the right financial accounting software   NC  
  Set-ups - The Company
- Chart of Accounts
$1499 $999  
  Book-keeping Accounts Receivables (Invoices)
- Collect relevant documents such as timesheets.
- Generating invoices
- Submitting finished invoices to clients.
- Receiving payments in Quickbooks
- Applying payments accreted to the right client and bank account
- Making calls and tracking receivables
- Collection proceedings if needed
- Preparing daily and monthly AR reports

Accounts Payable (Bills)
- Collecting & processing bills
- Verification on the accuracy of bill figures
- Entering bills in the Financial system
- Print professional impressive checks
- Online direct bill payment or mailing checks
- Communications for correcting inaccurate bills
- Preparing daily and monthly AP reports

Reconciliation
- Bank Accounts
- Credit Cards
- Cash Expenses Recording
- General Ledger Accounts

Inventory Management
- Processing purchases & sells

Fixed assets
- Processing & depreciation of fixed assets for tax benefits

$99/hr $59/hr

OR

($1 per transaction billed monthly)

$69.00/hr (regular $139.00/hr)
Financial Reporting Financial Statements Profit/Loss (P&L) Statements
- Monthly
- Quarterly
- Yearly

Balance Sheet
- Monthly
- Quarterly
- Yearly

Budgets

Cash Flow Projections

Aging Report (AP & AR)

$139/hr $69/hr $89.00/hr (regular $179.00/hr)
Payroll Set-up   $199 $99  
  Running Periodically   $10/emp/mth $5/emp/mth  
  Check Preparation & Sending   $6/emp/mth $3/emp/mth  
  Payroll Tax Returns
(Federal & State)
Monthly $99/mth $49/mth  
    Quarterly (941, NJ 927) $199/qtr $99/qtr  
    Yearly $999/yr $299/yr  
Taxation Corporation Returns / Partnership Returns Documents needed:
- Federal Employer Identification Number (FEIN)
- Last year's:
- - Tax return
- - Amount paid for tax preparation, State & local income tax.
- This (tax) year's:
- W-2s, 1098, 1099, Schedule K-1
- Retirement contributions or other plans.
- Real-Estate: Mortgage interest, property tax. If property purchased than closing document eg HUD statement.
- Income & expense records.
- Investments: Date purchased, sold, & amounts of stocks,properties etc.
- Charitable donations: amounts, non-cash items, miles driven for charitable purposes.
- Deductions & expenses:
- - Health-care: insurance, doctore, hospitals, miles driven for medical purposes.
- - Education.
- - Business: dues, travel, publications, tools, uniforms, uniform cleaning, etc.
- - Moving expenses.
$699/LLC
$1499/Inc
$499/LLC
$999/Inc
 
  W2s & 1099s - Generating W2s & 1099s and filing with Govt  $99/W2 or 1099  $50/W2 or 1099  
  Individual Returns Documents needed:
- Social Security Number (SSN)
- Birthdates of everyone on the return (spouse, children & other dependents)
- Last year's:
- - Tax return
- - Amount paid for tax preparation, State & local income tax.
- This (tax) year's:
- W-2s, 1098, 1099, Schedule K-1
- Retirement contributions to IRA or other plans.
- Real-Estate: Mortgage interest, property tax. If property purchased than closing document eg HUD statement.
- Personal property tax.
- Income & expense records other than W2s etc: rental, jury duty, gambling, hobby, alimony etc.
- Investments: Date purchased, sold, & amounts of stocks,properties etc.
- Charitable donations: amounts, non-cash items, miles driven for charitable purposes.
- Deductions & expenses:
- - Health-care: insurance, doctore, hospitals, miles driven for medical purposes.
- - Education: childcare, higher education costs, student loan interest.
- - Employment: dues, travel, publications, tools, uniforms, uniform cleaning, etc.
- - Unemployed: Unemployment income & job-search expenses.
- - Housing: HSA contributions.
- - Moving expenses.
$250 ($500 for business users for first 2 pages + $200 additional schedules) $99 (for business owners $299 for first 2 pages + $99 per schedule)  
Wealth Management    - Managing wealth Individuals: 2%
Businesses: 5%
Individuals: 1.25% of wealth
Businesses: 2.5% of wealth
 
Business Valuation          
Mergers & Aquisitions (M&A)          
Business Buying & Selling          
Business Dissolutions/Closures          

 

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