Full-Service Accounting

We have the know-how that you need.

We have developed an excellent reputation by taking care of the tax and accounting needs for a wide variety of businesses and individuals. Whether you need assistance with bookkeeping, financial management, tax filings, or something else, you can count on us for professional services. We have a wealth of information and are looking forward to working with you.

To learn more about our services, scroll down or click on the service that interests you.

Do you already know what services you are interested in and just need a way to start working with us? Click the button below to schedule your first 1-hour consultation. We will use this time to figure out if we are the right fit for each other and ensure that you will get what you need, and more from working with us.

Full-Service Bookkeeping

Our Clients get personalized and responsive service from dedicated accounting professionals who help to keep their finances on track. We want you to feel confident that your accounting system accurately reflects your current situation so that you can concentrate on the things that matter. 

 

L-3

Strategic

Planning

L-3

CFO

L-2

Budgeting

L-2

Cash Flow

L-1

Payroll

L-1

Sales Tax

L-1

Income

Tax

L-1

Bill

Payment

L-1

Financial

Reporting

Support Levels

All of our bookkeeping services fall into one of three categories based on the level of skill and training required to perform them.

L-3

  • Strategic Planning - We help you to define strategy or direction for your business, and make decisions on allocating resources to pursue this strategy.

L-2

  • CFO - A Chief Financial Officer helps you to manage financial actions.

  • Budgeting - Prepare detailed financial projections. 

  • Cash Flow - We help you track the cash flow in and out of your business.

L-1

  • Financial Reporting - Detailed and personalized reports.

  • Payroll - Process payroll for your business.

  • Bill Payment - Use of a bill payment system.

  • Sales Tax - Ensure that your business is compliant.

  • Income Tax - Ensure that your business is compliant.

Strategic Financial Reporting Inc. 

- Bookkeeping Service Levels

2020

Support Type

Bookkeeping Service

Bronze Plus

Silver

Platinum

Gold

L-1

Bookkeeping and Reconciling your Checking

L-1

Create all of your Accounting Journal Entries

L-1

Categorize your Expenses

L-1

Reconcile your Software and Merchant Statements with your Bank and QuickBooks

L-1

Real Time Profit and Loss, Balance Sheet, and Statement of Cash Flows (Available 24/7)

L-1

Monthly Email Reports of Work to Date

L-1

24/7 QuickBooks Online Account Access

L-1

Bill Payment System

L-1

Customized Chart of Accounts

L-1

Payroll Plus Support

L-1

Customer Support Management

L-1

Receivables Management

L-2

L-2 Team

L-2

Email Support from your Accountant

L-2

Budgeting

L-3

Tax Preparation Review and Update

L-3

Strategy Review and Recommendation

L-3

CFO

L-3

Cash Flow Support/Communication

Tax Preparation and Planning

When it comes to tax planning and strategy, you need an advisor you can trust to do more than just prepare returns after the fact. With a proactive, forward-looking, and strategic approach, we give you the tools to support your overall financial objectives, while finding new ways to minimize your tax liability.

Compliance Services

Ensure that your company's financial matters are being handled in accordance with federal laws and regulations.

Year-Round Tax Planning

We will work with you proactively to ensure that you are prepared for taxes.

Tax Credit Discovery

We can help find out if you or your company is eligible for any tax credits

Compliance Services

Ensure that your company's financial matters are being handled in accordance with federal laws and regulations.

Tax Credit Discovery

We can help find out if you or your company is eligible for any tax credits

State & Local Audit Representation

We will represent you in the event that you or your business are audited.

Trust, Pass-Through, Gift & Estate Tax Returns

Advisement and preparation for trust, pass-through, gift, and estate tax returns.

Tax Minimization Strategies

Strategy and planning advisement for tax reduction and minimization. 

 

Business Startup and Support

Improving revenues, increasing efficiencies, and managing your capital. We’ll work with you to identify, design, and implement high-value changes in your strategies to drive bottom-line results.

Business Coaching and Strategic Planning

Business Plan Consulting and Creation

Business Policy & Procedures Document Consulting & Creation

Non-Profit Startup Consulting, Creation, and Training