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 PHOENIX BOOKKEEPING & TAX GROUP

Delivering Tailored and Comprehensive Bookkeeping & Tax Solutions for Your Unique Business Needs

Financial District

OUR APPROACH

Leading Every Client toward Success

Why should you choose Phoenix Bookkeeping & Tax Group?  

Our expertise, customization, accuracy, collaboration, commitment, and exceptional customer service are a few reasons our clients choose us. We partner with you as an extension of your business, delivering valuable insights to optimize your business' growth & profitability. With our dedicated support and commitment to your success, you can trust us to handle your financial needs effectively and efficiently.

Additionally, we understand the importance of staying compliant with tax regulations. We partner with a team of experienced and trusted CPA professionals that are dedicated to providing reliable tax preparation services and helping you navigate the complexities of tax compliance.

Fixed Fee Bundled Services

We offer a wide array of services for sole proprietors, corporations and nonprofits. We believe accurate tax filings start with clean books. Our central focus is to maintain pristine records as the first step to business success. We also partner with trusted CPA's and include tax preparation services to pull everything together at a fixed fee price!

Essentials Package

$350/month

This bundle is perfect for small businesses or startups that need basic bookkeeping services to keep the business finances organized and ready to provide at any given moment.

  • QuickBooks Online setup & training

  • Accurate recording and categorization of expenses

  • Bank and credit card reconciliation

  • Chart of accounts management

  • Journal entry preparation

  • Monthly Income Statement (profit and loss)

  • Monthly Balance Sheet

  • Guidance on recordkeeping and documentation

Advanced Package

$550/month

This bundle offers the best value and is ideal for medium-sized businesses that are in the growth growth phase and require more comprehensive bookkeeping services 

Premium Package

$1,000/month

This bundle is more robust and essential for established businesses that choose to save money by partnering with a bookkeeper subcontractor versus hiring an employee to perform the same functions.

  • Everything in the Essentials Package

  • Accounts payable

  • Accounts receivable

  • Expense reimbursement processing

  • Sales tax reporting

  • Payroll calculations and processing through Gusto

  • Payroll tax return preparation and filing through Gusto

  • Employee time tracking and attendance management

  • Collaboration with your tax professional for smooth tax preparation

  • Everything in the Advanced Package

  • Customized financial statements

  • Inventory tracking and management

  • Cost accounting and job costing

  • Variance report to track performance against budget

  • Financial ratio analysis and insights

  • Individual and business tax return preparation & filing

  • Regular touchpoint meetings to review reports & discuss company financials

**Additional services, such as clean-up projects and tax strategy planning, are priced separately**

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