American Trade Association for Cannabis and H

Bookkeeping Support Monthly (Fixed Priced)

LegalZoom

Legal Zoom 1040 + C Returns

Extra Jurisdictions

Legal Zoom 1040 Returns

Legal Zoom 1065 Returns

Legal Zoom 1120/1120S Returns

Training Time

Bench

Bench 1040 + C Returns

Bench 1040 Returns

Bench 1065 Returns & up to 2 State Returns

Bench 1120/1120S Returns & up to 2 State Returns

Extra Schedule Cs and Jurisdictions

Bench Tax Return Extensions Training Time

Bench Tax Return Extensions (1040s, C-Corps)

Bench Tax Return Extensions (S. Corps, Partnerships)

Bench Tax Return Reviews 1-500

Bench Tax Return Reviews 501-1000

Bench Tax Return Reviews 1001-1500

Bench Tax Return Reviews 1501-2000

Bench Tax Return Reviews >2000

SPIF for 1-500 Reviews done between 3/25-4/15

SPIF for 501-1000 Reviews done between 3/25-4/15

Rulien + Associates

Summer Bookkeeping

Summer Bookkeeping (Overflow Work) 

 Bookkeeping & Accounting Support for Rulien & Associates, LLC (Summer 24')

Top Notch Consulting

Bookkeeping Catch-Up/Clean Up

Ongoing Bookkeeping Services

RWJ Partners, Inc

Accounting Advisory

Monthly Bookkeeping Support

Tax Filing 

Petrillo Painting LLC

Tax Preparation

Pyramind

Tax Preparation and Filing

Tip Top Crop LLC

Bookkeeping Clean-Up (Hourly Priced)

alpine funder 2

Ad-Hoc Projects

Quarterly Projects and Tasks

Ladle

Ad-Hoc Additional Work Needed

John Gibson Enterprises, Inc

Ad-Hoc Hours 

Perform Bookkeeping tasks for various clients including reconciliation, month end journal entries and categorizing transactions. Host client meetings for financial review and high level analysis. File sales tax and year-end forms sch as 1099 and W2. Process payroll. Other tasks as requested by client. 

Account Manager 

Manage HR information and employee paperwork as needed. Complete reconciliations of accounts and general bookkeeping for various entities owned. Organize and file documents. Prepare and process payroll and associated tasks. Meet with the owner weekly to discuss financial information and special projects. File Year End forms. Other tasks as assigned. 

Controller

Prepare and process payroll and associated tasks and reports for various clients. Review and distribute financial statements. Organize and file documents for clients. Complete reconciliations of accounts. Complete month end journal entries and tax preparation. Prepare and deliver deposits to banks. Other duties/tasks as assigned by owners/officers for businesses. Draft and review annual budgets for various businesses and ownership. File Year-end forms such as 1099 and W2. File Tax Returns 

Accountant 

Assisted with Human Resources management of 85+ employees within four departments on property including employee file management and payroll. Responsible for financial management such as cash handling and petty cash bank, accounts payable accounts, auditing bank accounts, and preparing departmental P&L statements. Provided staff training for all departments. Assist with some computer technical issues as needed. Complete monthly cash projections and budgeting annually and monthly for multiple departments. Assist with group bookings and event itineraries for weddings and corporate events. Maintain revenue management and resort bookings, packages, pricing, etc. 

Director of Operations

4.5

1

Reviews