Monthly Accounting Services
Having accurate and timely-prepared financial statements is critical to the success of any business. While some businesses may have a person in a bookkeeping role for the company, that person may not be skilled in accounting so errors may not be readily apparent. In these cases, the financial statements generated will not be useful to decision-makers such as the business owners, lenders, suppliers, or potential investors. When accuracy is critical, these businesses incur additional costs to have rework performed by a CPA.
At Jimerson Tax and Accounting, we can structure a fixed-price monthly service to manage your accounting and your tax preparation while you do what you do best – run your company. Our monthly service package may include:
- Monthly or Quarterly one-on-one CPA consultations
- Financial Health Analysis and Advisory
- Bookkeeping and Financial Statement Preparation
- Estimated Tax Payment Calculation
- Federal and State Tax Return Preparation
- Cash Flow Budgeting
- Forecasting
Contact us to schedule a meeting to structure a package that most fits your needs.
Service Recommendations
For businesses with gross sales of $100,000 or more, we recommend a one-on-one day intensive to discuss the specific needs of the business and business owner. We will create action plan items for key improvements and business growth. These intensives start at $1,995 for a 6-hour session, and may be on a waitlist given the time dedication. Please contact us to get on the schedule.
*For businesses with gross sales less than $100,000 we highly recommend a strategy hour session. These sessions will provide key insights and suggestions to ensure that your business has the right financial and tax foundation to provide the peace of mind you need to focus on your operations. These sessions are generally $395. Please contact us to schedule.
Be sure to also bookmark our Record Retention Guide.