My retainer packages were created with YOU in mind. All too often, I saw business clients wait until tax time to meet with their accountant only to discover what they could have done to save money, but by then it was too late.
I chose to be different and only offer a comprehensive service where business owners get the information and guidance they need throughout the year. Regardless of what stage of business growth you are in, by retaining me, I am perfectly situated to look for tax planning opportunities for you.
The Mid-Level is a perfect solution for the business owner who wants to outsource their bookkeeping because they recognize it’s not their bag.
All of the services included in the STARTUP plus…
Monthly bookkeeping and recording of transactions
Reconciling all bank and credit card accounts
Client Benefits:
- Complimentary personal tax return included
- Trusted adviser to work with for both business and personal tax planning
- Complete monthly up-to-date books
- Massive amounts of time savings
- Client has more time to work on business or enjoy their time off
- Monthly and Quarterly reports emailed right to your inbox upon request
- Up-to-date reports to help with business decisions
The Full-Service Level is the complete accounting outsource solution for the business owners that doesn’t want to even think about it but wants it done and done right.
All of the services included in the MID-LEVEL plus…
Payroll
Sales Tax
Client benefits:
- Complimentary personal tax return included
- Trusted adviser to work with for both business and personal tax planning
- Complete monthly up-to-date books
- Massive amounts of time savings
- Client has more time to work on business or enjoy their time off
- Monthly and Quarterly reports emailed right to your inbox upon request
- Up-to-date reports to help with business decisions
- FREE Subscription to Quickbooks Online (savings of $840/yr)
Benefits with you in mind.
AMANDA W.
Amanda Creation, Inc.
“Working with Theresa has freed up so much time. Her all inclusive package covers every little thing I could need for my business. Having her handle the book keeping is such a time saver for both of us, which ends up saving me money in the end. She’s keeps everything organized exactly the way it needs to be for tax time, which then helps speed of the process of tax returns. She’s been such a wonderful person to work with, I feel like she really wants to do things that are best for my business and she does it well. Bonus is she’s a really fun person on top of it all and I get to hang out with her at networking events which is lots of fun. Who gets to say they know a fun accountant? You do if you work with Theresa!”
MICHELLE V.
The Washington Center for Weight Management & Research, Inc.
“Theresa Rubino was able to walk into an established medical practice of 9 years and master the evaluation of our accounting practices, tax return generation and filing. In so doing, she was able to fully explain her findings and subsequent recommendations. She is competent, detail oriented and very easy to work with. Highly recommended.”
LAURA D.
Tranquility Massage & Bodywork, Inc.
“I am not a “numbers” person, and quite frankly, I don’t really want to be one. That is why I have an accountant. Theresa patiently answered my questions and explained things so that I understood what I need to know for my business without overwhelming me. I know that Theresa will be there to professionally answer any question I may have while also keeping me informed of any changes that come along that will impact my business and family.”