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Accounting Services

Bookkeeping

As a platinum QuickBooks Online accounting firm, we offer a variety of bookkeeping packages to help you do what you do best- run your business!

  • Advanced—True Advisory Group provides full-service accounting services. Quarterly meetings to review financial statements, forecast growth, and strategize for your future success are included with the Advanced package.

  • PRO— Client handles accounting related to sales, including invoicing and accounts payable. True Advisory Group handles partial accounting services consisting of administrative and operational accounting, including but not limited to, bank and credit card reconciliations, and journal entries for depreciation. Semi-annual meetings for financial planning, forecasting, and strategizing for your future success are included in our PRO package.

  • Essentials— Client significantly handles accounting records. True Advisory Group handles final reconciliation and light touch-up work as appropriate to maintain current books and prepare for tax returns. Annual meetings for financial planning, forecasting, and strategizing for your future success are included with our Essentials package.

  • Additional or standalone services include:
    • Monthly/quarterly bookkeeping services
    • Quarterly or annual review and reconciliation
    • Quarterly or annual financial statement preparation
    • Sales tax return preparation and filing

Payroll

As a platinum QuickBooks Online accounting firm, we offer QBO payroll services for any sized business. We can handle weekly/bi-weekly payroll, quarterly payroll tax filings, and annual filings including W2’s for you and your team.

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