PIVOT PRICING ~ Fury of the 15th

SOP.Solutions was founded on pivoting and is proud to offer SPECIAL PRICING.

Anxious about the 15th with tax returns and payments due for 2019 and Q1, Q2 2020!

Hurry Pivot Pricing good thru June 30th! We're here to help! 

Financials Reviewed & Compiled for Tax Returns/Estimated Tax Payments

Small Business - Corporate, S-Corp, Partnerships, Schedule C filers Package Price $750+                        Pivot Priced $600

  • Make-Ready of 2019/Q1, Q2 2020 Financials for tax returns/estimated taxes to be prepared

    • 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 W3, 941s, 940 and TWC returns

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

    • Balance Sheet & Profit & Loss Year-End 2017, 2018, 2019​​. Quarter-End March 31, 2020, June 30, 2020

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

Presumptions and must-haves: 

-QuickBooks-Online (QBO) system is current through June 30, 2020 - Bank and credit card transactions imported and posted.

-‘View-only access’ to bank accounts provided to review transactions back to 1/1/19

-All 2019 and January - June 2020 bank and credit card  statements

-Loan/Note Payable statements provided for month-ending December 31, 2019 & June 30, 2019 

-Payroll reports/access to payroll system 2019, Q1 2020

-Complete Tax returns, as filed with the IRS through 2018, needing financials 

Self Employed Individuals/Independent Contractors/Schedule C filers Package Price $500​+                   Pivot Priced $350​

  • Make-Ready of 2019/Q1, Q2 2020 Financials for tax returns/estimated taxes to be prepared

    • Receive bank and credit card statements

    • Download/Categorize transactions (up to 600 transactions/annually)

    • Review and reconcile payroll between IRS Forms W3, 941s, 940 and TWC returns

    • Create Profit & Loss

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CLEAN-UP Accounting System ~ Compiled for Tax Returns/Estimated Taxes 

 

Review, Clean & Make-Ready 2019/Q2 2020 Financials Package Price $1,200+                                          Pivot Priced $999

  • Make-Ready of 2019/Q2 2020 Financials for tax returns/estimated taxes to be prepared

    • Review ALL transactions; Identify inconsistencies

      • ​Identify inadequate/incorrect processes. Write-up best-practice SOPs
      • Record missing/incorrect transactions - limited to 50 transactions/month​

    • Reconcile bank & credit card accounts

      • Correct previous account reconciliations​

    • Identify & record asset purchases

    • Record loan balances & interest expense, as necessary

    • Review and reconcile payroll recorded in QB with the IRS Forms W3, 941s, 940 and TWC returns

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

    • Balance Sheet & Profit & Loss Year-End 2017, 2018, 2019​​

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

Presumptions and must-haves: 

-QuickBooks-Online (QBO) system is current through June 30, 2020 - Bank and credit card transactions imported and posted.

-‘View-only access’ to bank accounts provided to review transactions back to 1/1/19

-All 2019 and January - June 2020 bank and credit card  statements

-Loan/Note Payable statements provided for month-ending December 31, 2019 & June 30, 2019 

-Payroll reports/access to payroll system 2019, Q1 2020

-Complete Tax returns, as filed with the IRS through 2018, needing financials 

STILL NEED TO FILE 2018 - Call for pricing

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Additional fees are probable for 

  • No formal accounting system

  • 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

 

PIVOT PRICING ~ Programs & Tools!  

- Customized 26-Week Cash Management System! (Regularly $300) Pivot Priced $149!!

- Customized Admin Calendar (Regularly $150)      Pivot Priced $49!!

 

Business Health Assessment (Regularly $2,500+) Pivot Priced $1,500

​                 (cannot be applied to Business Health Package)

- Business Health Packages - 7-Day FAST (Regularly $5,000+) Pivot Priced $2,500

- Maintenance Packages (Regularly $300+)        Pivot Priced  $200month 

Leaders@SOP.Solutions   ~  713-396-3311      

4503 Acacia Bellaire, TX 77401

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