OUR MAIN SERVICE
360 FINANCIAL MANAGEMENT
We act as your financial manager without the cost of one.
Through a strategic bookkeeping system, we provide financial assistance to help you understand and optimize your business finances, minimize losses, such as unnecessary tax payments and other expenses, and boost profitability by maintaining full control over your money.
Choose one of our plans and become our VIP customer
| PREMIUM PLAN Ideal for: More established businesses looking to delegate nearly the entire administrative and financial workload, seeking something akin to an interim Finance Manager or CFO. | GROWTH PLAN Ideal for: Growing small businesses (LLCs or S Corps) that already have employees, manage inventory, or use subcontractors, and need to know where their money stands on a week-to-week basis. | ESSENTIAL PLAN Ideal for: Sole proprietors, independent contractors (1099), or startups with minimal activity that simply need to keep the business compliant and organized for tax purposes. |
| 1.- Basic bookkeeping with QuickBooks. Recording and categorizing business accounting transactions by designing a chart of accounts tailored to the business. | 1.- Basic bookkeeping with QuickBooks. Recording and categorizing business accounting transactions by designing a chart of accounts tailored to the business. | 1.- Basic bookkeeping with QuickBooks. Recording and categorizing business accounting transactions by designing a chart of accounts tailored to the business. |
| 2.- Monthly bank reconciliation. | 2.- Monthly bank reconciliation. | 2.- Monthly bank reconciliation. |
| 3.- Monthly reports (Balance Sheet and Profit & Loss). Includes analysis, explanation of key financial indicators, and advice on controlling and/or improving results. | 3.- Monthly reports (Balance Sheet and Profit & Loss). Includes analysis, explanation of key financial indicators, and advice on controlling and/or improving results. | 3.- Consolidated monthly company reports. Includes explanations and advice on controlling and/or improving results. |
| 4.- Monthly 60-minute virtual meeting and interaction to provide follow-up, explain reports, and review tax planning. | 4.- Monthly 30-minute virtual meeting and interaction to follow up, explain reports, and review tax planning. | 4.- Semiannual virtual meeting and interaction for monitoring and tax planning. |
| 5.- Unlimited 12/7 support. Monday through Sunday, 7 a.m. to 7 p.m. | 5.- Unlimited 10/5 support. Monday through Friday, 8 a.m. to 6 p.m. | 5.- Support available on Mondays from 8:00 AM to 12:00 PM and from 2:00 PM to 6:00 PM. |
| 6.- Monthly delivery of the current cash flow and the planned and projected cash flow for 30, 60 and 90 days. | 6.- Monthly submission of current and 30-day projected cash flow. | |
| 7.- Management and monitoring of accounts receivable and accounts payable. | 7.- Management and monitoring of accounts receivable and accounts payable. | |
| 8.- Filing and payment of the annual state report. | 8.- Filing and payment of the annual state report. | |
| 8.- Sales and Use Tax Return: Monthly/quarterly preparation and filing with the state. | 8.- Sales and Use Tax Return: Monthly/quarterly preparation and filing with the state. | |
| 10.- Tracking and record-keeping of payments made to subcontractors for the issuance and reporting of Form 1099-NEC. | ||
| 11.- Annual federal income tax return. | ||
| 12.- Payroll Support (W-2 and 1099): Reconciliation and integration of payroll reports (Gusto, ADP, etc.) into the system. | ||
| YOUR BENEFIT: Gain complete control and a 360-degree view of your business finances and each individual project by receiving regular information and support to help you manage your profits, costs, and expenses. You'll receive reports with clear analyses and explanations, allowing you to understand profitability indicators and other metrics like an expert, even without prior financial knowledge. | YOUR BENEFIT: Thorough control of your business finances and each individual project, receiving monthly reports and timely support to manage your profits, costs, and expenses. You'll receive reports with clear analyses and explanations to help you understand the key financial indicators. | YOUR BENEFIT: General control of your business finances by receiving monthly reports and weekly support to manage your profits, costs, and expenses. You'll receive reports with clear analyses and explanations. |
Added Value to Our Services
We've updated ourselves to stay ahead of the tax changes brought about by the new law
One Big Beautiful Bill Act (OBBBA)
2 Hours in Ethics
10 Hours in Federal Tax Law
6 Hours in Federal Tax Law, Updates and Ethics
About Us
We are firmly committed to providing distinctive professional services to solo entrepreneurs and SME owners through comprehensive 360-degree financial management. This includes preparing financial statements using a strategic bookkeeping system to record business transactions, thereby ensuring total financial control, preventing financial leakage, and boosting profitability. We also facilitate effective tax planning to minimize tax liabilities by leveraging applicable legal provisions, ultimately ensuring the preparation of tax returns with professional ethics and full legal compliance. All supported by a dedicated team committed to meeting the specific needs and requirements of each client.
“Commitment goes beyond fulfilling an obligation,
is to put our capabilities into play
to carry out everything that has been entrusted to us.
A committed person
is one that fulfills its obligations
doing a little more than expected
to the point of surprising us,
Because he or she lives, thinks and dreams
with supporting his or her family, his or her job, his or her studies
and everything he or she has pledged his or her word to."«
anonymous
This is how we commit at Alliance Tax Pro