



1099 Prep – up to 2 contractors included
Year-End Pay & Entity Readiness Snapshot + $1,000 credit toward the Full Entity Analysis (to determine and implement which legal entity will save you the most taxes)
January 1 Close Day Kickoff – start the year with your books fully organized and tax-ready for 2026
Get a full cleanup from January through December 2025
Plus, 50% off your first month of bookkeeping/accounting in 2026 (January 2026)
1099 Prep – up to 2 contractors included
Year-End Pay & Entity Readiness Snapshot + $1,000 credit toward the Full Entity Analysis (to determine and implement which legal entity will save you the most taxes)
January 1 Close Day Kickoff – start the year with your books fully organized and tax-ready for 2026
We’ll set up your QuickBooks
Connect QuickBooks with your online bank accounts
Create your custom Chart of Accounts
Reconcile all your accounts
And prepare your tax-ready Profit & Loss and Balance Sheet


Included:
✅ Set up QuickBooks, link bank accounts, and create a custom Chart of Accounts
✅ Cleanup and reconciliation for January-November 2025
✅ Tax-ready P&L and Balance Sheet
✅ Bonus A: 1099 prep for up to 2 contractors
✅ Bonus B: Year-End Pay & Entity Readiness Snapshot + $1,000 credit toward the Full Entity Analysis
✅ Bonus C: January Close Day-1 kickoff to start the year with your books fully organized and tax-ready for 2026

✨ VIP Bonus (First 5 sign-ups, before November 01, 2025):
✅ Full cleanup and reconciliation for January-December 2025
✅ 50% off your first month of 2026 bookkeeping


4. Supporting Documents (If Available)
Examples include:
Renovation or repair receipts
2025 property tax bills
Scope note: This pricing covers one (1) bank account + one (1) credit card. Please include an add-on option of $250 for each additional bank account or credit card. If possible, make it a selectable add-on or quantity option so the total updates automatically.
Office: GLENDALE, CA
Call: (818) 726-2865
Email: [email protected]
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