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Use Ancillary

Alexandria, VA

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About

I own two IT companies. I built them from the ground up. In doing so, I handled all of my own Tax Planning/Preparation, Bookkeeping and Payroll. I soon realized how much work it is, yet how expensive it is to hire an HR rep and or accountant (or both).

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Reviews (1)

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5/5

1 customer review

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30 March 2021

I use Ancillary for everything. Eric helped get my business up and running and handles all off my accounting, including sales tax payment filings for my state, and state/federal quarterly taxes.

I also get a wonderful quarterly financial report showing how my business (blendedfarms.com) is doing, where I’m spending the most money, where the most tax write-offs are coming from, etc.

Highly recommended!
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Services

Full Tax Evaluation
Tax Savings Planning
S-Corp Conversion (if applicable)
Tax Payment Estimation
And more...(see useancillary.com [click pricing] for full tax planning details)

Advisory Plan:
Quarterly Federal and State Tax Payment Submissions
Bookkeeping software and Set Up ($40/month value!)
Advisory Bookkeeping
Payroll Software and Set Up ($40/month value!)
Advisory Payroll Services
Quarterly Financials

Auto-Pilot Plan:
Full Service Bookkeeping.
We'll set up your software and accounts and do all the bookkeeping for you, including:

-Data / Transaction Entering and Coding
-Management of Accounts Receivable (invoicing)
-Management of Accounts Payable (billing)
-Monthly Account Reconciliation

Monthly and Quarterly Financial Reports:
We'll wrap up your books and generate financial reports on a monthly and quarterly basis that will give continuous financial outlook on your company
Help us plan where you can write off more expenses
Identify quarterly tax payment amounts

Advisory Plan:
We'll set you up with QuickBooks Payroll (another $40/month value) and we will:
-Set your company up in the software
-Show you how to input employees
-show you how to run and manage payroll
-Show you how to generate payroll reports as needed

Auto-Pilot Plan:
We'll be your payroll auto-pilot as well. Full Service payroll includes the setup that comes with the Advisory Plan, PLUS:
-Managing Employee information (W4s, deductions, etc.)
-Processing Weekly, bi-weekly, semi-monthly, or monthly payroll submission
-Processing Out-of-cycle payroll submission (commissions, bonuses, etc.)
-Assistance with finding and implementing Employee Benefits (Healthcare plans, 401K, etc.)
-Processing annual payroll documentation for you and your employees (W2s, etc.)