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Streamlined Monthly Accounting Services

At AccounTax Business Group, LLC, our Monthly Accounting Services simplify your financial management. Enjoy stress-free tax seasons and powerful financial reporting with our dedicated support every step of the way.

Our Seamless Accounting Process

Step 1: Connect and Set Up

Securely link your financial accounts, and we’ll introduce you to your dedicated bookkeeper. They’ll familiarize themselves with your business and guide you through our accounting system.

Step 2: Real-Time Financial Insights

Access a comprehensive view of your finances anytime, including money-in and money-out, even before your books are officially closed.

Step 3: Expert Bookkeeping

Each month, your bookkeeping team will organize your transactions and prepare detailed financial statements. If additional information is needed, they’ll reach out to you directly.

Step 4: Tax-Ready Financials

At tax time, receive a complete package with everything you need to file your taxes. Opt for our Premium plan for full-service tax filing support.

What We offer

Historical Bookkeeping Assistance: Need help catching up on past records? Our expert bookkeepers can update your books for various needs, including business dissolution, bankruptcy, or IRS payment plans.
One-on-One Expert Support: Enjoy unlimited support from our knowledgeable team, removing the guesswork from your business finances.
Stress-Free Tax Season: With tax-ready financials included, we simplify tax time. For added convenience, let us handle the filing through our Premium plan.
Powerful Financial Reporting Monitor your business’s financial health with detailed reports and real-time insights, helping you make informed decisions and manage spending.
Consistent Check-Ins: Receive regular updates and quick responses to urgent questions, ensuring you stay informed and supported.

Easy Review Scheduling: Book review calls directly through our platform for year-end or monthly check-ins. We’re always ready to discuss your financials.
Year-Round Support: Reach out anytime for financial questions through our messaging system, with continuous access to your bookkeeper.
Monthly Reporting: Get clear financial statements and insights on your schedule. Our visual reports make it easy to track your financial progress and plan for growth.
User-Friendly Platform: Access your financials anytime, anywhere with our intuitive platform, designed to make managing your accounting simple and efficient.
Year-Round 1099 Reporting: Stay on top of 1099 transactions with real-time updates and access to IRS forms and educational resources for filing.

QuickBooks Online Setup and Training

QuickBooks Online is user-friendly, but getting started correctly is crucial for accurate future reporting. Here’s how we ensure a smooth setup and training experience for your business:

Initial Setup and Installation

Comprehensive Evaluation: Assess your business needs and accounting requirements to recommend the best QuickBooks setup.
Software Installation: Install QuickBooks and configure essential features such as payroll, accounts receivable, inventory, and accounts payable.
Chart of Accounts Setup: Design and load your chart of accounts with balances from your starting date.
Data Migration: Transfer outstanding receivables, payables, and bank balances into QuickBooks.
Trial Balance Verification: Compare your QuickBooks trial balance with your previous system to ensure accuracy.
Product and Service Listing: Enter details for items sold, including services, inventory parts, and sales taxes.
Ongoing Support: Provide follow-up training and periodic reviews to ensure your QuickBooks data is accurate and useful for tax preparation and management.

Training Services

Personalized Training: Receive tailored, one-on-one training at your location, focusing on the specific needs of your business.
Direct Assistance: Get answers to your specific questions and address any issues unique to your business.
Efficient Learning: Avoid spending time on irrelevant features and concentrate on what matters to your operations.

Cost Consideration

We assess your business’s needs before quoting a price. Our rates are designed to fit small business budgets, balancing quality service with affordability.

Transform Your Business Finances

Get in touch with our experienced team to learn how our comprehensive accounting services can streamline your business and improve your bottom line. For more informattion, feel free to get in touch.

Get in Touch