Bookkeeping
This includes tracking of income and expenses, mostly using Quickbooks online. Preparing quarterly tax estimates, annual tax returns, and answering any related business questions that may come up during the course of the year. Most packages are on a 12-month contract.
6 Month Contract
- Tax Returns
- Tax Estimates
- Quickbooks Account Setup
12 Month Contract
- Tax Returns
- Tax Estimates
- Quickbooks Account Setup
- Business Setup (LLC. LLP, Non-profit)
- Ad-hoc Business Requests
Small Business & Freelancers
Quickbooks
If you are looking to start tracking your business income and expenses at the click of a button from your cell phone, look no further than Quickbooks. How about with my link, you will also receive a 3 month discount on any plan you choose? If you sign up using my link you will ALSO, receive a 5% discount on your 1st quarter bookkeeping services with Tailor-Made Consulting 2016, LLC.
Everything you need
Financial Consulting
During our sessions, we’ll discuss investment options, the percentage that potential client is currently investing in the stock market through a workplace retirement account or apps like stash and Robinhood. Then we discuss what their 1-3, 5 year, and 10-year financial goals are. Things like, do they want to save for a house, college, a car, or a vacation. I suggest useful budgeting apps like Mint or Quickbooks if they own a small business. I finish up with a date to check-in or ask if they are interested in monthly tracking services.
30 Minute Consultation
- Financial Goals
- Retirement Walkthrough
- Checking & Savings Account Review
60 Minute Consultation
- Financial Goals
- Retirement Walkthrough
- Budgeting
- Mint.com Walkthrough
- Cash Back Opportunities
Tax Refunds & More
Services include a review of prior years’ tax return to ensure that all current year income and deductions are included. Enter and analyze current year income and deductions, determine the best use of deductions as well as if any new deductions can be taken based on current year tax laws.
Credit Repair
Are you looking to get your credit in order to purchase a home or save money on existing loans, look no further than ABC Solutions. Credit repair is their specialty, signing up will make financial planning and advising much easier because you will be able to find excess income by cutting down interest payments on loans.
