Access Member - Spiker Solutions!

Just for Access for Cash members - Spiker Pricing!

Call now for a free business screening and review of your year-end/accounting needs! Additional 10% discount, if booked by year-end

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Book free Business Health Screening (Strategy-Chat) - 30 minute review of business status & needs.

• Business Health Assessment - starting at $1,499! (Regularly $2,500+) (cannot be applied to Business Health Package)

• Business Health Packages - 7-Day FAST starting at $2,500! (Regularly $5,000+)

• Maintenance Packages - as low as $200/month (Regularly $250+)

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Year-End Accounting Wrap-Up//Make Ready for Tax Returns

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Small Business - S-Corp, Partnerships, Schedule C filers $750 upfront; $250 monthly                     Package starting at $600 ​

• Make-Ready of  2020 Financials

  • Review ALL transactions; Identify inconsistencies 

  • Reconcile bank & credit card accounts

  • Identify & record asset purchases

  • Record loan balances & interest expense, as necessary

  • Review and reconcile payroll recorded in QB with the IRS Forms 941s, 940 and TWC returns

  • Confirm IF financials align to prior year tax return; Write-up difference

  • Balance Sheet & Profit & Loss

• Monthly service - $200/monthly

  • Review all transactions; identify inconsistencies; up to 200/month

  • Review and record payroll journal transactions, as available

  • Reconcile bank & credit card accounts (2 bank; 2 credit card)

  • Identify & record asset purchases. Record loan balances & interest expense

  • Monthly Profit & Loss and Balance Sheet

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Required -  Timely and Easy Access to ALL information, systems and decision makers.

Presumptions and must-haves: 

QuickBooks-Online (QBO) system is current through December 31, 2020 - Bank and credit card transactions imported and posted.

‘View-only access’ to bank accounts is provided to review transactions back to 1/1/20.

Tax returns through 2019 have been filed 

Documents Required

All bank and credit card  statements. 

Loan/Note Payable statements provided for December or January. 

Payroll reports, as available and filed

Complete Tax returns, as filed with the IRS, for all years needing prior-year  financials 

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Clean-up Packages

$299 Special - Reconcile & Make-Ready 2020 Financials 

• Review ALL transactions; Identify inconsistencies (up to 500  transactions/annually)

• Reconcile bank & credit card accounts (1 bank; 1 credit card)

• Identify & record asset purchases

• Record loan balances & interest expense, as necessary

• Confirm IF financials align to prior year tax return; Write-up Difference

• Balance Sheet & Profit & Loss Year-End

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$499 Special - Reconcile, Clean & Make-Ready 2019/Q2 2020 Financials 

• In addition to the $299 Special

  • Record missing/incorrect transactions - limited to 50 transactions/month

  • Identify inadequate/incorrect processes. Write-up best-practice SOPs.

  • Previous account reconciliations may be slightly off

  • Prior year tax returns may still need to be prepared and filed 

    • Prepare tax data for prior year’s not filed. $499/year

  • ALL transactions can be entered in Excel and categorized 

$999 Special - Reconcile, Clean & Make-Ready 2019/Q2 2020 Financials 

• In addition to the $499 Special

  • OK if no or limited transactions have been posted (up to 200/month)

  • OK if nothing has been reconciled

  • OK if current data is in QuickBooks Desktop or other accounting software

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Additional fees are probable for 

• Mismanaged systems & processes

  • Recurring duplicate/triplicate sales and/or payments

  • Recurring credit card payments & transactions posted incorrectly

• Identifying and writing up issues with financials that not aligned to prior year tax returns

• Work required onsite

Special pricing offered as our way to support businesses and provide required financial data. In addition to the financial package specials; we are discounting other tools and programs.  

• $199 - Customized 26-Week Cash Management System! (Regularly $300)

• $ 49  - Customized Admin Calendar (Regularly $150)