Services
SUR
Monthly Bookkeeping Services
Our virtual bookkeepers are Certified QuickBooks Pro Advisors whose knowledge and experience enable us to manage your day-to-day transactions, maintain accurate records, and reconcile each account. This service provides you accounting certainty you can be SUR of.
Financial Reporting Services
Anyone can print a financial statement, but are they numbers you can trust? At SUR, we ensure the bookkeeping is completely accurate, balanced, and reconciled so the financial statements produced are reliable and accurate.
Quarterly Budget Analysis
A quarterly budget analysis studies your business' spending habits based on financial statements and assesses KPIs, strengths, weaknesses, and more. It brings into study automated expenses and where costs can be minimized and maximized to promote better growth and stability.
Year-End Tax Package
Beginning January 1 of each year, SUR offers 10 open slots for this service to new clients. For existing SUR clients this service is unlimited. This service provides a concise package complete with work summary, financial reports, depreciation schedule(s), etc. by Feb 15 or Mar 1 deadlines.
Business Start-Up Services
At SUR, we can set-up new entity formations nationwide, assist in writing operating agreements, and perform ongoing annual or biennial mandatory state compliance reporting for your entity. Our fees are affordable, and our processes are systematic and client centric.
Business Close-out Services
From strategic exit planning to proper business valuations to dissolving your business entity, business close-out services are considerations many business owners faces in regard to expansion, evaluation, and wind-up.
Catch-Up Bookkeeping
If your current financials are not up-to-date, then you may need some catch-up! This is a concentrated effort where many months, maybe years, of bookkeeping is done at one time to bring your books accurate, current, and reconciled for dependable financials.
Expense Mangement
Business and personal expense management that will explore and analyze expense tracking and reimbursement protocols within your organization. At SUR, we can create custom policies and procedures for you and automate through your payroll provider.