Reliable Accounting and Bookkeeping Solutions for Your Business

Full-Service Monthly Accounting and Bookkeeping

We provide monthly financial reports using QuickBooks software. Up to date, reliable and accurate financial reports are the foundation of a stable and successful business. Doing without accurate financial information is like flying blind. And having accurate reports at your fingertips throughout the year makes tax fillings, business licenses and financing applications easy. Don’t go another year of stressful fire drills every time you need financial information or records for your business.

If you have been doing monthly accounting, but don’t know how to analyze the resulting reports, we take pride in being able to explain how to look at these reports so they are useful in running your business. Your business financial statements shouldn’t just be an obligation for banks and tax returns, they should be a tool you use to make the best decisions in making your business more successful.

For recurring monthly services, we offer a transaction based fixed fee structure. You will know how much you will pay for these monthly services in advance. And you will know that you are not being over charged hourly fees because of inefficiency by our staff. Your fee is based on the number of financial accounts you have and number of transactions, which must be entered into the software, categorize and reconciled. Not how many minutes or hours someone reported working on your account.

Hourly Accounting and Bookkeeping

For special projects, getting your books caught up the current month, or other non-recurring accounting or bookkeeping services, we charge reasonable hourly rates for those services. And we will provide an estimate of those charges in advance.

Bookkeeping  Services Offered:
QuickBooks Monthly File Maintenance
Annual  Accouting***
Bookkeeping/
Accounting Service
Strategic  Maintains QB File*
Client  Maintains QB File
Annual  P&L/Balance Sheet Creation for Tax Return
Option Number:
Option 1
Option 2
Option 3
Service:
QB File  Maintenance by Strategic
QB File  Inspection by Strategic
Annual  P&L/Balance Sheet Creation for Tax Return
Quickbooks File Held & Maintaned By:
Strategic
You
Strategic
Data  Uploaded/Entered By:
Strategic
You
Strategic
Frequency of  Service:
Monthly**
Monthly**
Annually
Type of  Fee:
Transaction  Based Fixed Fee
Hourly
Transaction Based or Hourly

*Where Strategic Maintains the QB file for financial reports,  client will continue to do all invoicing and bill paying for their  business.  Strategic staff may help or  consult you, but may not directly invoice your customers or be in possession  or control of your checks.

**For New or Previously Annual/Quarterly Clients there will be  one time service to catch up to   year-to-date or year-end , and then work must be completed monthly  going forward.  If year-to-date or  year-end services are requested to be done in January to April, increased  hourly rates will apply.

***Annual Accounting services to created a P&L and Balance  Sheet for a tax return is only available for the smallest of businesses.  And   if the work is completed in January to April,, increase hourly rates  will apply.

Sales Tax

We can file your State and Local Sales Tax, Rental Tax and/or Alcohol Tax. And we can help you ensure you are only paying tax on sales subject to those taxes, and in the correct municipalities.

Payroll

We will help you analyze if your small business needs payroll, for you as the owner, or for those working for you. We will calculate and issue paychecks, make direct deposits to your employees, file all the payroll tax returns with the federal and state government, and send out your W-2’s and 1099’s. 

Payroll Services
ADP  Software Administered By Strategic
ADP or Other Software Administered by You
Payroll Tax Forms | Filing Only
Option Number:
Option 1
Option 2
Option 3
Collects Employee  Pay Period Hours, Pay Rates & Deductions:
Strategic
You
You
Data Entered into  Software and Submitted By:
Strategic
You
You
Files  Quarterly and Year End Tax Forms:
ADP
You or Your Payroll Company/Software
Strategic
Responsible for  Resolving Issues (that are not an error by Strategic)
Strategic
You
You
Fee Structure
Per  Payroll + Per  Check
Per  Payroll + Per  Check
Hourly
Affordability
Competitive  Rate for Using a Payroll Company
>>>>>>>>>>>
Lowest  Cost
Level of knowledge  and time of Your staff required:
Lowest
>>>>>>>>>>>
Highest

Contact

If you need help with your taxes, accounting, business or retirement, contact us now!
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UAB Business School
Birmingham Business Journal CEO Awards 2022
Birmingham Business Journal CEO Awards 2022