You didn’t get into business to learn accounting and deal with tax compliance. In your small business, handling these back-office functions internally doesn’t make sense when you can cost-effectively outsource to an expert.
If you outsource, why have a separate bookkeeper, payroll company, and CPA. Each of these functions impact the other. You are often stuck in the middle of communication overhead and finger-pointing – never fully realizing the benefits of outsourcing.
Let True Wealth focus on expert, cost-effective integration of your bookkeeping, payroll and taxes for your service-based business. We will improve your processes and simplify your life.
You are freed-up to focus on your life and business. Together we gain deeper insights into your business to Plan Smarter and Live Better™.
|Monthly Pricing* (starting at)||$99||$199||$299|
|Classification of transactions||✓||✓||✓|
|Reconcile accounts & credit cards||✓||✓||✓|
|Journal Entries (as needed)||✓||✓||✓|
|Digital storage of bills & receipts||✓||✓||✓|
|Prepare 1099s for Vendors||✓||✓||✓|
|Process payroll tax payments||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Electronic Paystubs & W-2s||—||✓||✓|
|Prepare income tax returns||✓||✓||✓|
|Prepare OH CAT return||✓||✓||✓|
|Prepare sales tax return||✓||✓||✓|
|Monthly financial reports||✓||✓||✓|
|Yearly tax planning||—||✓||✓|
|General business consulting **||—||—||✓|
|Quarterly meetings **||—||—||✓|
* Pricing based upon complexity, including number of transactions, accounts, employees, locations, etc.
** Quarterly meetings to discuss business analytics, KPIs, and general business consulting -- including items such as budgeting, cash flow forecasting, cost analysis, health & retirement plan selection, pricing strategy and other items.
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
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