Engagement Services
- Phone Call
15 minutes
Select for a phone call with any of our accounting firm staff.
- In-Person Appointment with Lauryn Charles
1 hour
This meeting will be with Lauryn in our Deerfield Beach office.
- Accounting Review
45 minutes
Accounting data review with your accounting team. Discuss your QuickBooks data, financial performance package, Key Performance Indicators (KPIs), financial ratios, forecasting, budgeting, or sales goal metrics.
- Quickbooks Training
1 hour
Our expert accountants are QuickBooks pros! They can help train you, your bookkeeper, or multiple employees on how to use QuickBooks for your business. Our trainings are customized to meet your specific needs. Training has a two hour mi ...
- Payroll Processing
15 minutes
Schedule a time to review an upcoming payroll run.
- Income Tax Planning Session
1 hour
Income tax planning for the current or future year. This service requires us to create a baseline tax forecast prior to meeting with you. Our meeting together will include discussion of multiple scenarios and will conclude with written ...
- Income Tax Preparation
1 hour
To accurately and efficiently prepare your tax return, please be sure to first submit a tax checklist at least 2 business days prior to your appointment.
- New Business Startup
1 hour @ $375.00
Need to create an LLC, Partnership, S-Corporation, or Corporation? Connect with us for tax advice and all legal filings needed for a new business. We can provide this service via phone, email, or virtual.
General Services
- Phone Call
15 minutes
Set a call with one of our accounting firm staff.
- New Client Consultation
45 minutes @ $100.00
New client consultation with Lauryn Charles. This consultation fee will be applied to the first service provided by our firm.
- Income Tax Planning Session
1 hour @ $500.00
Income tax planning for the current or future year. This service requires us to create a baseline tax forecast prior to meeting with you. Our meeting together will include discussion of multiple scenarios and will conclude with written ...
- Income Tax Preparation
45 minutes @ $100.00
To accurately and efficiently prepare your tax return, please be sure to first submit a tax checklist at least 2 business days prior to your appointment. A deposit for this appointment is required. This consultation fee will be applied ...
- Business Startup
1 hour @ $375.00
Need to create an LLC, Partnership, S-Corporation, or Corporation? Connect with us for tax advice and all legal filings needed for a new business. We can provide this service via phone, email, or virtual.
- Quickbooks Training
2 hours @ $250.00
Our expert Accounting staff are QuickBooks pros! They can help train you, your bookkeeper, or multiple employees on how to use QuickBooks for your business. Our trainings are customized to meet your specific needs. Training has a two ho ...
- Payroll On-Boarding
1 hour @ $250.00
Ready to hire an employee? Need to take a salary yourself? Meet with us to understand and begin using our payroll services for your small business!
- Locums Tenens Business & Tax Consultation
45 minutes
Consultation service for locums providers only. You will be called by Lauryn Charles, the accounting firm owner. We will discuss tax planning, setting up a business/LLC/S-Corporation, and State & Federal Tax implications of receiving a ...
- In-Person Appointment with Lauryn Charles
1 hour @ $250.00
This meeting will be with Lauryn in our Deerfield Beach office.