- 51 Deming Road, Berlin, CT 06037
- 860930152
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We are your one-stop solution for all your tax, bookkeeping and financial management needs. With over 30 years of expertise, our team led by Sara C. Garcia, provides comprehensive virtual online services to small businesses and individuals. Let us guide you through the tax filings and help with tax planning, audit letters, small business start-ups, bookkeeping and more. Trust us to deliver the best tax & bookkeeping services for you.
Income tax Electronic return filing Tax Problems Tax Consultant Tax Preparation Tax return
Account Management Business tax planning General bookkeeping Payroll Processor Small Business Tax
Financial Reporting Form Preparations Monthly Processes QuickBooks Online Year-End Tax filings
With over 30 years of experience, Sara C. Garcia,and employees will guide you through the federal, state, and local tax filings, tax planning, audit letters, small business start-ups, bookkeeping, and more like:
We want to be able to provide you with the best price and service that we can. To do that gather some information about your business accurately for a quate or consultation. Your transaction level and number of accounts to reconcile may increase the price. The lower the tax, bookkeeping and financial management transaction level the prices start @ $350 per month for once a month services. Full charge bookkeeping is is tailored to meet your bookkeeping needs, prices start @ $750 per month for twice a month service.
After the fact bookkeeping – Typically once a month services that are performed after the prior month has ended. This is also common if you haven’t done your bookkeeping in a while and need some clean up. You handle the day-to-day operations of your business. We work behind the scenes on the books recording the activity that has occurred on a schedule of your choosing. We reconcile, review and provide financial reports.
Prices start at $300 per month for a basic set of books. The frequency of services and level of activity increases the base price.
Full charge bookkeeping – Typically performed on a more frequent basis like once a week or daily. VBS handles the day-to-day bookkeeping operations your business. We work for you or with you, front and center, running payroll, managing AR/AP, paying bills on a schedule of your choosing. We reconcile, review and provide financial reports. Prices start at $600 per month. The frequency of services and level of activity increases the base price.
We perform the bookkeeping one of three ways:
1) QuickBooks Online
2) Cloud hosted platform or third-party login like Log me in to use QuickBooks Desktop or Enterprise or
3) Locally on our computer and send you back the file when complete.
Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc.
During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. We have many clients that don’t provide any documents, we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for all the information.
If you don’t feel comfortable with that, we will rely on you to provide all the information. You should also check with your bank, many these days allow for view only access where we are assigned our own login.
Dropbox is our preferred, we also use, Odrive, Google Drive, OneDrive, email, and snail mail. We can conform to any process that makes our clients’ life easier.
Yes, on a schedule to be determined. Daily, weekly, twice a month, monthly, quarterly and annually. We can customize to any schedule that you need.
If you have any questions or concerns about our services, please don’t hesitate to contact us. Our team is here to assist you and ensure that you have all the information you need. Simply reach out to us, and we will get back to you as soon as possible