Services
Everything Crown offers today. Not sure which one fits? Send a message and Maggie will point you at the right one.
Tax services
- Individual income tax preparation
- Small-business tax preparation
- Tax return amendments
- Prior-year tax returns
- Tax planning & strategy
- Tax document organization and review
- IRS & state tax correspondence assistance
- Estimated tax planning for self-employed clients
Bookkeeping & accounting
- Monthly bookkeeping
- QuickBooks Online setup & maintenance
- Bookkeeping cleanup & catch-up
- Bank & credit-card reconciliations
- Income and expense categorization
- Accounts payable & receivable support
- Financial statement preparation
- Monthly & quarterly financial reporting
- Year-end books preparation for CPA & tax filing
Small-business advisory
- Business financial reviews
- Cash-flow analysis
- Budget creation & monitoring
- KPI development and tracking
- Profitability, expense and cost analysis
- Pricing & margin analysis
- Financial spreadsheets & management reports
- General business strategy support
Business setup & compliance
- Business registration & reinstatement assistance
- EIN application guidance
- Business record organization
- Sales-tax registration & reporting support
- Business compliance & deadline calendar tracking
- Coordination with CPAs and other professional advisors
Back-office & fractional support
- Billing and invoicing
- Accounts receivable tracking
- Vendor & payment organization
- Administrative financial support
- Reporting and spreadsheet creation
- Process development and improvement