At Williams & Kunkel, CPAs, LLP, we work with our clients as their personal business consultant, offering three levels of service, based on their business needs and objectives. Our Track Success level provides all of the basic compliance services. Our Total Success level provides additional tax and business planning as well as a virtual CFO service providing affordable business improvement services, such as financial statement analysis, monitoring, and accountability services. Our Boost Success level provides affordable business planning.

We offer affordable fixed-fee pricing for the bundled service packages below. Or, pick and choose what you need, and we will customize a package for you. We always price up-front and get approval from you before we begin the work. We never charge an hourly rate where the longer it takes the more you pay.

track success

• Monitor due dates & compliance


• Prepare financial statements on a monthly, quarterly, or interim basis


• Reconcile, review, & analyze: bank accounts & credit card accounts


• Fixed assets, depreciation, & amortization


• Loans & note payable | interest expense


• Payroll & payroll taxes


• Sales tax, inventory, & cost of goods sold


• Shareholder distributions & officer salaries


• Accounts receivable, aging, & bad debt


• Accounts payable, aging, & payments


• Other Balance Sheet accounts not listed above


• Revenue accounts, cost of goods sold, & expenses


• Other income & expenses


• Payroll services


• Live payroll processing


• Calculate and file payroll tax payments (EFTPS)


• Payroll tax reports 941’s, 940’s TWC W-2’s & 1099’s


• Sales tax returns preparation and filing


• Prepare and file business tangible property tax rendition


• QuickBooks and bookkeeping support


• Year-end adjustments


• Year-end tax planning (coordinated with client)


• Business tax return (basic tax return only)


• Individual tax return (for each partner | shareholder) (Basic tax return only)


• Year-end individual tax planning & analysis (for each partner | shareholder)


• Interim & year-end analysis of reasonable officer salary, withholding, & estimated tax


• Two management meetings (up to 90 min each): Business Performance Review, Tax Planning Mtg.


• Analysis & feedback on trends, changes, & critical areas


• Recommendations for debt management


• Facilitate planning for growth & development | growth management


• Unlimited short-duration emails, phone calls, & questions (excluding those requiring special research or extended planning)


• Two additional interim management meetings (up to 90 minutes each)


• Current vs prior year comparison & analysis (Q2, Q3, Q4, | Year end)


• Year round reminders, guidance, advice, & recommendations


• Cloud Accounting and value added services:
  Monitoring of actuals to budget
  Auto Reports
  Dashboards
  Identify and monitor relevant KPI’s

boost success

• Monitor due dates & compliance


• Prepare financial statements on a monthly, quarterly, or interim basis


• Reconcile, review, & analyze: bank accounts & credit card accounts


• Fixed assets, depreciation, & amortization


• Loans & notes payable | interest expense


• Payroll & payroll taxes


• Sales tax, inventory, & cost of goods sold


• Shareholder distributions & officer salaries


• Accounts receivable, aging, & bad debt


• Accounts payable, aging, & payments


• Other Balance Sheet accounts not listed above


• Revenue accounts, cost of goods sold, & expenses


• Other income & expenses


• Payroll services


• Live payroll processing


• Calculate and file payroll tax payments (EFTPS)


• Payroll tax reports 941’s, 940’s TWC W-2’s & 1099’s


• Sales tax returns preparation and filing


• Prepare and file business tangible property tax rendition


• QuickBooks and bookkeeping support


• Year-end adjustments


• Year-end tax planning (coordinated with client)


• Business tax return (basic tax return only)


• Individual tax return (for each partner | shareholder) (Basic tax return only)


• Year-end individual tax planning & analysis (for each partner | shareholder)


• Interim & year-end analysis of reasonable officer salary, withholding, & estimated tax


• Two management meetings (up to 90 min each): Business Performance Review, Tax Planning Mtg.


• Analysis & feedback on trends, changes, & critical areas


• Recommendations for debt management


• Facilitate planning for growth & development | growth management


• Unlimited short-duration emails, phone calls, & questions (excluding those requiring special research or extended planning)


• Two additional interim management meetings (up to 90 minutes each)


• Current vs prior year comparison & analysis (Q2, Q3, Q4, | Year end)


• Year round reminders, guidance, advice, & recommendations


• Cloud Accounting and value added services:
  Monitoring of actuals to budget
  Auto Reports
  Dashboards
  Identify and monitor relevant KPI’s
  

total success

• Monitor due dates & compliance


• Prepare financial statements on a monthly, quarterly, or interim basis


• Reconcile, review, & analyze: bank accounts & credit card accounts


• Fixed assets, depreciation, & amortization


• Loans & notes payable | interest expense


• Payroll & payroll taxes


• Sales tax, inventory, & cost of goods sold


• Shareholder distributions & officer salaries


• Accounts receivable, aging, & bad debt


• Accounts payable, aging, & payments


• Other Balance Sheet accounts not listed above


• Revenue accounts, cost of goods sold, & expenses


• Other income & expenses


• Payroll services


• Live payroll processing


• Calculate and file payroll tax payments (EFTPS)


• Payroll tax reports 941’s, 940’s TWC W-2’s & 1099’s


• Sales tax returns preparation and filing


• Prepare and file business tangible property tax rendition


• QuickBooks and bookkeeping support


• Year-end adjustments


• Year-end tax planning (coordinated with client)


• Business tax return (basic tax return only)


• Individual tax return (for each partner | shareholder) (Basic tax return only)


• Year-end individual tax planning & analysis (for each partner | shareholder)


• Interim & year-end analysis of reasonable officer salary, withholding, & estimated tax


• Two management meetings (up to 90 min each): Business Performance Review, Tax Planning Mtg.


• Analysis & feedback on trends, changes, & critical areas


• Recommendations for debt management


• Facilitate planning for growth & development | growth management


• Unlimited short-duration emails, phone calls, & questions (excluding those requiring special research or extended planning)


• Two additional interim management meetings (up to 90 minutes each)


• Current vs prior year comparison & analysis (Q2, Q3, Q4, | Year end)


• Year round reminders, guidance, advice, & recommendations


• Cloud Accounting and value added services:
  Monitoring of actuals to budget
  Auto Reports
  Dashboards
  Identify and monitor relevant KPI’s