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InvoiceSherpa

Fathom

Services

We recognize that the accounting services you need are as unique as the business you operate. We specialize in formulating unique service plans for professional accounting and tax services that are fully customized to meet the needs of your small business. Our Certified Public Accountants (CPAs) and experienced, in-house bookkeepers offer a full scope of services, from annual tax preparation and business advising to bookkeeping and payroll.

The relationships we maintain with our clients are built on trust, and that trust begins with finding a solution that’s the right fit for your business. We offer two levels of service, depending upon your needs:

Service Advanced Accounting Advanced Accounting + Bookkeeping & Payroll
Business Advising x x
Training + support for QuickBooks x x
Training, Support & Cleanup for QuickBooks x x
Bookkeeping & Accounting x
Payroll x

Specialties

Payroll ($65+/month) Book Keeping ($150+/month)

Payroll ($65+/month)

Basic

  • Full payroll service including all data entry and set-up of new employees
  • Payroll tax deposits and filing of payroll taxes
  • Dedicated payroll professional (a real human you’ll get to know!)

Add-Ons

  • Payroll journal entries
  • Remittance of retirement funds
  • Preparing W-2s and 1099s
  • Certified payroll available

Book Keeping ($150+/month)

Basic

  • Entering bank and credit card transactions
  • Reconciling bank and credit card accounts
  • Dedicated payroll professional (a real human you’ll get to know!)

Add-Ons

  • Tracking and payroll bills
  • Reporting and remitting sales tax
Support for Quickbooks ($100/hour*) Tax + Advisory ($95+/month)

Support for Quickbooks ($100/hour*)

Basic

  • Answer questions and help with problems
  • Review and clean-up QB file twice a year
    *Included with some monthly packages

Tax + Advisory ($95+/month)

Basic

  • Business tax preparation
  • Personal tax preparation

Add-Ons

  • Meetings twice a year (more as needed) for business consulting and tax planning

Let’s get started with a free consultation. We want to learn about your business, answer any questions you have, and advise you on how we can best be of service. Our fees are based on the type of activity we perform. Bookkeeping and accounting services can vary greatly, so we’ll start by providing you with an estimate for the projected work, so there will never be any surprises.