See the Bundled Services the our Concord, CA and the San Francisco Bay Area CPA Firm Offers
Accounting, Tax, and Advisory Packages Include:
Recommended | |||
ATA Core Bundle |
ATA Premium Bundle Services |
ATA Elite Bundled service |
|
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Onboarding & Training | Receivables management (Invoicing & AR) | Payables Management (AP) | |
Accounting software Subscription | Basic Bookkeeping | Controller Services | |
Accounts Set up | Quarterly Bank & Credit Card Reconciliations | Monthly Bank & Credit Card Reconciliations | |
Entity Review | Year-end Close | Month End Close | |
Owner Payroll | Staff Accounting Training | Cash Management Advisory | |
Year-end tax-ready books | Employees Time Tracking | Payroll Processing | |
Work with tax preparer | Basic Reporting | Customized Reporting | |
Business & Owner Tax Prep | Business Goal Tracking | Business Growth Advisory | |
Electronic Document Storage | Quarterly Performance Review | Monthly Performance Review | |
Advanced Tax Strategies | |||
Monthly Fees* | Call Us For Quote | Call Us For Quote | Call Us For Quote |
All our bundled services are offered for a monthly fee. Contact us today!