SL Financial Solutions Tax & Accounting

Finally Get Your Books Caught Up

We will setup a perfect chart of accounts and ensure things are done to perfection.

Caught Up & Stress Free

If you've been neglecting your bookkeeping, we can get you all caught up.

Get Meaningful Reports & Numbers

With fresh numbers, you can actually work to reduce your taxes and manage your business better.

Foundation to Grow On

When we do your books, they will be done to the highest standards and have a foundation to grow on.

Bookkeeping Onboarding Session

This package is ideal for individuals or company's that wish to outsource their bookkeeping services with Long Management Services. This is a one-time fee and does not include a monthly bookkeeping package listed below.

Service Includes:

  • 30 Minute On-boarding Call
  • Initial Setup of Company Information
  • Chart of Accounts Setup
  • W2 Payroll Setup
  • 1099 Contractor Setup
  • Federal & State Tax Setup
  • Vendor Accounts Setup
  • Evaluation of current Financial Statements

The Solo Entrepreneur Bookkeeping Service

Service Includes:

  • Reconciliation of 3 Accounts of any kind (Bank, Credit Card, Merchant Account or Loan of your choice)
  • Monthly Preparation of Reports
  • Federal & State Quarterly Filings
  • Updates to Chart of Accounts as needed
  • End of the Year 1099 Preparation
  • (1) End of the year tax preparation included. *(1040 w/ Schedule C)
  • Coordination with your CPA or Accountant if needed
  • Access to a Secured Client Portal

The Boss Entrepreneur Bookkeeping Service

Package Includes:

  • Reconciliation of 5 Accounts of any kind (Bank, Credit Card, Merchant Account or Loan of your choice)
  • Monthly Preparation of Reports
  • Federal & State Quarterly Filings
  • Updates to Chart of Accounts as needed
  • End of the Year W2 and 1099 Preparation (Limited to 3 Employees/Contractors)
  • (1) End of the year personal tax preparation. * (1040 w/ Schedule C) or
  • (1) End of the year business tax preparation. * (1120 or 1120s) or
  • (1) End of the year exempt organization tax preparation. * (990)
  • Coordination with your CPA or Accountant if needed
  • Access to a Secured Client Portal

The CEO Entrepreneur Bookkeeping Service

Package includes:

  • Reconciliation of 10 Accounts of any kind (Bank, Credit Card, Merchant Account or Loan of your choice)
  • Monthly Preparation of Reports
  • Federal & State Quarterly Filings
  • Updates to Chart of Accounts as needed
  • End of the Year W2 and 1099 Preparation (Limited to 10 Employees/Contractors)
  • (1) End of the year personal tax preparation. * (1040 w/ Schedule C) or
  • (1) End of the year business tax preparation. * (1120 or 1120s) or
  • (1) End of the year exempt organization tax preparation. * (990)
  • Coordination with your CPA or Accountant if needed
  • Access to a Secured Client Portal

Bookkeeping Clean Up

  • Example; You have an existing QuickBooks account that has connected banks accounts that have not been organized to prepare your monthly financial statements.

Catch Up Bookkeeping

  • Example; You are behind on your bookkeeping and need to catch up up in order to prepare your end of the year tax return.

***Bookkeeping Clean Up or Catch Up Bookkeeping service is based on each clients needs. Services may require that a client to start from scratch or require a complete evaluation of your exiting account. If an account evaluation is required, please note that this is a separate service.

Get Your Books Caught Up & Avoid Major IRS Problems

If you are behind on your books and you haven’t done any accounting for weeks, months or even years, we can help you get everything caught up and setup to perfection. We provide catch up bookkeeping services that empower businesses to right their ship and avoid the major consequences that usually stem from operating without a bookkeeper. Besides performing backup bookkeeping, we can also help you with ongoing bookkeeping so that you don’t fall behind again and we will also help you create a strategic tax reduction plan to help you mitigate your overall tax liabilities.

Take Control & Get Caught Up

Business owners often allow themselves to get behind on bookkeeping because they are convinced that if they start paying attention, they are going to suddenly be on the hook for massive amounts of taxes.  That dynamic is usually not true and getting your books caught up will often identify areas that lead to overpaid taxes.

Bad bookkeeping leads to overpaid taxes.

At it’s root, amateur bookkeeping or just set-and-forget bookkeeping is what leads to major tax overpayments, because it usually causes you to overstate your revenue and miss out on major opportunities to implement tax reduction strategies.

If you are behind on your books and you dream about taking your business to the next level, then book a consultation with us and we will identify areas that can improve and perform a tax reduction analysis.

Full Service Accounting Solutions

Whether you need basic support or comprehensive accounting services, we’re here to help. Let us handle the financial details, so you can focus on what matters most—running your business.

The Solo Accountant    
Simple Package
$550-
$750/mo
For small businesses ready to grow & reduce their taxes.

Bookkeeping
Tax Preparation
Payroll
Secured Client Portal
Message & Phone Support
The Boss Accountant
Growing Package
$750-
$1,150/mo
For growing businesses that have a small team. Real-time Data and Analysis to grow your business
Everything from Simple Package
Mid levels of complexity
Mid levels of employees & contractors
Mid levels of employees & contractor support
Quarterly Proactive Tax Planning Advisory
Quarterly 1-on-1  Phone Session
The CEO Accountant
Established Package
$950-
$1,550/mo
For more established small businesses that have greater needs. Support to help you grow
Everything from Growing
Higher levels of accounting & bookkeeping
Higher levels of meeting & CFO guidance
More complex operations that require more time
Monthly Proactive Tax Planning Advisory
Monthly 1 -on-1 Shone Session
607 Lynnhaven Parkway, Ste 109
Virginia Beach, VA 23452
(Conveniently located near the corner of Viking Drive and Lynnhaven Parkway in the Virginia Assets Building with the blue sign)
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