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It’s like having your own accounting department
You didn’t get into business to learn accounting and deal with tax compliance. In your small business, handling these back-office functions internally doesn’t make sense when you can cost-effectively outsource to an expert.
If you outsource, why have a separate bookkeeper, payroll company, and CPA. Each of these functions impact the other. You are often stuck in the middle of communication overhead and finger-pointing – never fully realizing the benefits of outsourcing.
Let True Wealth focus on expert, cost-effective integration of your bookkeeping, payroll and taxes for your service-based business. We will improve your processes and simplify your life.
You are freed-up to focus on your life and business. Together we gain deeper insights into your business to Plan Smarter and Live Better™.
Choose the solution that is right for your business:
- Reconcile bank accounts
- Reconcile electronic transactions into QuickBooks®
- Reconcile credit card accounts
- Prepare monthly financial statements
- Prepare monthly budget reports
- Tax planning
- General business consulting
- Tax preparation
Includes Basic plus:
- Prepare payroll
- Submit payroll taxes to agencies
- Prepare payroll tax returns
- Provide employee access to electronic paystubs
- Provide employer access to electronic pay records
- Prepare W-2s
- Pension remittance
- Garnishment remittance
Includes Standard plus:
- Process bills and payments
- Track credit card expenses and receipts
- Process employee expense reports
- Prepare 1099s for contractors
- Provide digital access to paid bills
- Quarterly video conference to review key performance measures