Client Accounting Services
Save your best for what’s most important—and leave the accounting tasks to us.
Your vision and creativity are what set your business apart, making you too valuable to be bogged down by routine accounting tasks. Reclaim your time and energy with help from RWM & Company. Our affordable suite of outsourced accounting services is tailored to fit businesses of any size. From bookkeeping and payroll to financial reporting and tax compliance, we take care of the accounting, so you can focus on growing your business the way you’ve envisioned.
Best of all, our services come with a fixed monthly fee, offering you budget predictability and no billing surprises.
Best of all, our services come with a fixed monthly fee, offering you budget predictability and no billing surprises.
Choose the Client Accounting Services package that’s right for your business:
Bronze
Starting at $895 p/mo
- Includes:
- Dedicated Team Accounting
- • Bank and credit card reconciliations
- • Review and reconciliation of electronic transactions into QuickBooks
- Financial Reporting
- • Prepare mid-year and year-end financial statements
- • Monthly close on or before the 28th of the following month.
- Tax
- • Annual Corporate or Partnership income tax return
- • Annual Individual income tax return
Silver
Starting at $1,495 p/mo
- Includes Bronze plus:
- Financial Reporting
- • Prepare quarterly financial statement
- • Monthly close on or before the 21st of the following month.
- Tax
- • Audit protection plan on business income tax return
- Advisory
- • Quarterly video report from accountant on financial statements
- • Annual tax planning
- • Annual tax projection
- • Two meeting either virtual or in-person with CPA and Client Manager (Tax season meeting and YTD review meeting)
Gold
Starting at $1,995 p/mo
- Includes Silver plus:
- Financial Reporting
- • Prepare expanded monthly financial statement
- • Monthly close on or before the 15th of the following month
- Advisory
- • Quarterly virtual or in-person meetings with CPA and Client Manager
- • Tax season meeting with preliminary projection and custom calculation of April estimated tax payment
- • Scheduled meetings in June, September and November to review YTD financial position and tax projection
- • Custom calculation of 2nd, 3rd and 4th quarter tax estimates
Add Ons:
- Sales Tax
- State Annual Reporting
- Prepare 1099s
- City and State Filings
- Bill Pay
- Payroll
- • Access to payroll platform w/training
- • Monthly or biweekly payroll processing
- • Payroll taxes and forms handled for you
- • Direct deposit
- • Employer and employee access to payroll system
- Implementation - $2,695
- • Our one-time fee ensures detailed evaluation of your finances for expert recommendations.
We’ll handle the accounting, you run the business.
Our team knows that the real value we provide isn’t just crunching numbers; it’s about giving you back the time and energy to love and grow your business. Make us your partner for accounting, payroll and tax services.
