Self Employed Package
Best fit for solopreneurs or new business owners with the following criteria
LLC
Entity Type
$0-$500K
Revenue
10-100
Monthly Transactions
Package Highlights
Quickbooks Setup
Establish your accounting system in QBO, determine your specific reporting needs, and provide comprehensive training on QuickBooks Online to ensure you are fully equipped to manage your finances efficiently
Tax Planning and Strategy
An annual tax projection to determine your estimated tax liability and a meeting with a CPA to discuss personalized tax strategies and efficiencies, ensuring you maximize your savings
New Business Owner Consultation
Essential business best practices for new entrepreneurs and provides a detailed discussion around what is and isn’t deductible as a business owner, setting you up for success from the start
Individual Tax Prep
A completely remote tax preparation process, including convenient E-signing and E-filing, making tax season hassle-free from the comfort of your home
Monthly Bookkeeping Services
A dedicated accountant who handles all monthly transaction recording and reconciliation, ensuring accuracy and offering ongoing support to keep your finances in order
Annual Compliance
Thorough 1099 preparation and E-Filing, Sales Tax Filing, Business Personal Property Tax filing, and other compliance needs as requested, ensuring your business remains fully compliant with all regulations
At Farmer & Associates, CPA, we know that self-employed individuals have unique financial needs that require specialized attention. Our Self-Employed Package is meticulously crafted spectrum of accounting to the Solopreneur professional. We begin with a thorough onboarding process, where we set up and train you on QuickBooks to ensure you have a solid foundation for your financial management. Our regular bookkeeping services keep your records accurate and up-to-date, while our monthly accounting meetings provide ongoing insights into your financial health, helping you make informed business decisions.
In addition to routine financial management, we handle the complexities of sales tax and 1099 filings, relieving you of these time-consuming tasks. Our secure mobile communication app facilitates easy, real-time interaction with our team, ensuring you have immediate access to your financial data and expert advice whenever you need it. At tax time, we manage your income tax preparation and filing, ensuring compliance and maximizing your potential savings.
Designed to simplify and enhance your financial management, our Self-Employed Package allows you to focus on what you do best—running your business. With Farmer & Associates, CPA, you gain a trusted partner dedicated to supporting your success with personalized, responsive service and industry-leading expertise.
Ready to Take Control of Your Finances?
If you’re ready to streamline your financial management and focus on growing your business, our team at Farmer & Associates, CPA, is here to help. Contact us today to learn more about our Self-Employed Package and how we can support your unique accounting and tax needs.