Anika — thank you for the conversation last Thursday. What follows is a scope we believe fits a growing two-location practice that wants the books to stop being a source of stress. Everything recurring is monthly so the cost is predictable; the annual return and the mid-year catchup are one-time items, called out clearly below.
Everything recurring is below. The one-time items are called out separately so you can plan the cash flow. Nothing hidden.
Full-service reconciliation of 2 operating accounts, 1 payroll account, and 1 credit card. Month-end close by the 10th.
Semi-monthly payroll runs, quarterly 941s, W-2s at year-end, direct deposit.
30-minute video call with a dedicated CPA. Review of P&L, cash, AR aging, anomaly flags.
Passed through at cost. Billed directly to your firm card on file.
Full reconciliation and categorization of YTD activity. Includes cleanup of historical misclassifications and a corrected trial balance delivered within 14 days.
Federal 1120-S, Texas franchise, K-1s for both owners. Includes one extension filing if required.
Complimentary 60-minute strategy session in November to surface any last-minute tax moves. Typical engagements save 4–7× the line item.
Here's exactly what the first two weeks look like. No guesswork, no “we'll circle back.”
One signature. Your ACH method is captured in the same step — we won't ask again.
You receive a branded link to a shared document room. We pre-fill the checklist with the docs we need.
30 minutes with Marcus and your assigned bookkeeper. Goals, cadence, contacts, quirks.
A corrected trial balance, a written summary of what changed, and any flagged items to review together.
Reports land in your inbox. We meet the second Tuesday. You always know where you stand.
“Marcus and his team caught a $14,000 payroll misclassification in the first month. It paid for two years of their fee. They've earned every dollar since.
Signature and ACH authorization happen in the next step. Takes about 30 seconds.