SL Financial Solutions Tax & Accounting

Finally Get Your Books Caught Up

We will setup a perfect chart of accounts and ensure things are done to perfection.

Caught Up & Stress Free

If you've been neglecting your bookkeeping, we can get you all caught up.

Get Meaningful Reports & Numbers

With fresh numbers, you can actually work to reduce your taxes and manage your business better.

Foundation to Grow On

When we do your books, they will be done to the highest standards and have a foundation to grow on.

Bookkeeping Onboarding Session

This package is ideal for individuals or company's that wish to outsource their bookkeeping services with Long Management Services. This is a one-time fee and does not include a monthly bookkeeping package listed below.

Service Includes:

  • 30 Minute On-boarding Call
  • Initial Setup of Company Information
  • Chart of Accounts Setup
  • W2 Payroll Setup
  • 1099 Contractor Setup
  • Federal & State Tax Setup
  • Vendor Accounts Setup
  • Evaluation of current Financial Statements

The Solo Entrepreneur Bookkeeping Service

Service Includes:

  • Reconciliation of 3 Accounts of any kind (Bank, Credit Card, Merchant Account or Loan of your choice)
  • Monthly Preparation of Reports
  • Federal & State Quarterly Filings
  • Updates to Chart of Accounts as needed
  • End of the Year 1099 Preparation
  • (1) End of the year tax preparation included. *(1040 w/ Schedule C)
  • Coordination with your CPA or Accountant if needed
  • Access to a Secured Client Portal

The Boss Entrepreneur Bookkeeping Service

Package Includes:

  • Reconciliation of 5 Accounts of any kind (Bank, Credit Card, Merchant Account or Loan of your choice)
  • Monthly Preparation of Reports
  • Federal & State Quarterly Filings
  • Updates to Chart of Accounts as needed
  • End of the Year W2 and 1099 Preparation (Limited to 3 Employees/Contractors)
  • (1) End of the year personal tax preparation. * (1040 w/ Schedule C) or
  • (1) End of the year business tax preparation. * (1120 or 1120s) or
  • (1) End of the year exempt organization tax preparation. * (990)
  • Coordination with your CPA or Accountant if needed
  • Access to a Secured Client Portal

The CEO Entrepreneur Bookkeeping Service

Package includes:

  • Reconciliation of 10 Accounts of any kind (Bank, Credit Card, Merchant Account or Loan of your choice)
  • Monthly Preparation of Reports
  • Federal & State Quarterly Filings
  • Updates to Chart of Accounts as needed
  • End of the Year W2 and 1099 Preparation (Limited to 10 Employees/Contractors)
  • (1) End of the year personal tax preparation. * (1040 w/ Schedule C) or
  • (1) End of the year business tax preparation. * (1120 or 1120s) or
  • (1) End of the year exempt organization tax preparation. * (990)
  • Coordination with your CPA or Accountant if needed
  • Access to a Secured Client Portal

Bookkeeping Clean Up

  • Example; You have an existing QuickBooks account that has connected banks accounts that have not been organized to prepare your monthly financial statements.

Catch Up Bookkeeping

  • Example; You are behind on your bookkeeping and need to catch up up in order to prepare your end of the year tax return.

***Bookkeeping Clean Up or Catch Up Bookkeeping service is based on each clients needs. Services may require that a client to start from scratch or require a complete evaluation of your exiting account. If an account evaluation is required, please note that this is a separate service.

Get Your Books Caught Up & Avoid Major IRS Problems

If you are behind on your books and you haven’t done any accounting for weeks, months or even years, we can help you get everything caught up and setup to perfection. We provide catch up bookkeeping services that empower businesses to right their ship and avoid the major consequences that usually stem from operating without a bookkeeper. Besides performing backup bookkeeping, we can also help you with ongoing bookkeeping so that you don’t fall behind again and we will also help you create a strategic tax reduction plan to help you mitigate your overall tax liabilities.

Take Control & Get Caught Up

Business owners often allow themselves to get behind on bookkeeping because they are convinced that if they start paying attention, they are going to suddenly be on the hook for massive amounts of taxes.  That dynamic is usually not true and getting your books caught up will often identify areas that lead to overpaid taxes.

Bad bookkeeping leads to overpaid taxes.

At it’s root, amateur bookkeeping or just set-and-forget bookkeeping is what leads to major tax overpayments, because it usually causes you to overstate your revenue and miss out on major opportunities to implement tax reduction strategies.

If you are behind on your books and you dream about taking your business to the next level, then book a consultation with us and we will identify areas that can improve and perform a tax reduction analysis.