Virtual CFO - Account Maintenance

Service Description

This is perfect for an entrepreneur/business owner that's NEW to business and generating monthly revenue that requires very light monthly accounting. This package ensures your books are clean and ready for a successful tax season. If this is you and you'd like to stay organized and be ahead of it all - you definitely should start here. We help you maximize your deductions for tax season and provide all your necessary financial statements. Includes: *Discounted QuickBooks Online Subscription *Up to 2 Accounts for Monthly Maintenance *Less than 90 combined transactions per month *Classification of Income and Expenses *Monthly Bank Reconciliation of Accounts *1099 Contractor Management for up to 5 *Contractor IRS Filings *Monthly Preparation of Financial Statements *Unlimited Email Support *Client Discount on Tax Preparation Services Add Ons: *Payroll Administration *Tax Planning/Preparation *Billing Payment *Client Invoicing

Cancellation Policy

Appointment Cancellation When you book your appointment, you are holding space on our calendar that is no longer available to our other clients. In order to be respectful of your fellow clients, please call the corporate office at 407-999-2677 as soon as you know you will not be able to make your appointment.

If cancellation is necessary, we require that you call at least 24 hours in advance. Appointments are in high demand, and your advanced notice will allow another client access to that appointment time. How to Cancel Your Appointment If you need to cancel your appointment, please call us at 407-999-2644 between the hours of 10 am and 6 pm. If necessary, you may leave a detailed voicemail message. We will return your call as soon as possible. Late Cancellations/No-Shows A cancellation is considered late when the appointment is canceled less than 24 hours before the appointed time. A no-show is when a client misses an appointment without canceling. In either case, we will charge the service fee of $55.00 missed appointment fee.

For new clients’ first appointments, a no-show or late cancellation will result in a full charge of the service appointment fee.

Contact Details