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Edit Business | Neil P. Patel, CPA PC
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About MONTHLY & QUARTERLY SMALL BUSINESS CPA FIRM Story About us: We are a local CPA firm that specializes in small business! We have a very personal and professional approach designed to provide the best service at the most reasonable rates. Our fixed fee pricing is competitive and you know up front what your costs will be. Most of our clients are on either a monthly or quarterly retainer basis which meets their budget. Our promise is to give you the very best service, become part of your team, and to help achieve the goals you set when you started your business. The benefits you will receive: 1. Financial Statement Preparation: Your income statement helps you monitor your business & allows you to see trends developing! 2. Unlimited Discussion: Use us as your sounding board! We will help you make the right decisions & keep you updated on all the new tax laws. 3. Timely Preparation of sales tax returns: Peace of mind knowing your tax reports are on time saves you money & time! 4. Pickup & Delivery: We come to you each month & teach you about our 24/7 on line web portal! 5. Tax Planning & Preparation: The more you make the more the IRS will want to take. We will show you how to keep more legally! Products Depending on your needs, each month or quarter, we will provide the following services: Reconcile your bank account Statement of assets, liabilities & equity. Statement of revenue & expenses Clean up your general ledger What separates us from the rest: Strategic Business Planning QuickBooks Services Cash Flow Management Business Valuation Tax Preparation which includes unlimited consultation!!
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