This package is more suitable for self-employed individuals, who are essentially the business itself rather than the business being counted as a separate entity.

This includes individuals who have earned more than $400 income through providing services (i.e. Uber and Lyft drivers) or independent contractors who lend out their services or time to others at cost (i.e. Self-Published Authors, Temp Workers, etc.).

For clients of this nature we keep track of revenue earned by the business, along with the different expenses related to it, so that when tax season comes around they will have all the information they need to write them off properly when they file their Form 1040.

Monthly Bank Reconciliation (for a single bank account): We will monitor the transactions of a single bank account that you use for your business. Any expenses incurred or purchases made for the sake of the business will categorized, and then reconciled so that they match the records in the books.
Monthly Credit Card Reconciliation (for a single credit card): We will monitor the transactions of a single credit card for the sake of the business, and properly categorize them for the sake of accuracy.
Monthly Financial Reports: In this package we provide the following basic monthly financial reports so you understand how you business is doing so far.
- Profit and Loss (Income Statement)
- Balance Sheet
- Cash Flow Statement
Secure Virtual Document Storage: Using SmartVault we provide a secure storage center for you to upload or receive important documentation, all without the need to travel and accessible from your desktop or laptop.

Self-Employed Package

Our services with this package include: