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G2G
Bookkeeping
Services

Welcome to G2G Bookkeeping Services, where we take the stress out of managing your finances. Our dedicated team of professionals is here to provide you with accurate and reliable bookkeeping solutions tailored to your business needs. With our expertise, you can focus on what you do best while we handle the. Let us help you achieve financial clarity and peace of mind!

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  1. Transaction Recording: Entry of all income and expenses into accounting software.

  2. Bank Reconciliation: Monthly reconciliation of bank statements to ensure accuracy in your financial records.

  3. Accounts Payable & Receivable Tracking: Basic tracking of unpaid bills and invoices.

  4. Profit & Loss Statement: Preparation of a simple monthly Profit & Loss (P&L) report.

  5. Balance Sheet: Basic monthly balance sheet preparation to summarize your assets and liabilities.

  6. Email Support: General support via email for any bookkeeping-related queries.

  7. Tax-Ready Financials: End-of-year financial reports ready for tax filing (no tax preparation included).

  8. Cloud Accounting Setup: Initial setup of cloud-based accounting software like QuickBooks or Xero.

Ideal for: Small businesses with fewer transactions or those that need minimal financial management but want accurate records.

Basic Bookkeeping Package

Starting @ $299 per month

Designed for small businesses or freelancers needing essential bookkeeping support, the Basic Package includes:

Office Building Hall
Premium Bookkeeping Package

  1. Everything in Basic Package, plus:

  2. Payroll Management: Full payroll processing, including tax filings, deductions, and direct deposits.

  3. Expense Categorization & Budgeting: Detailed categorization of expenses and assistance in setting budgets for better financial planning.

  4. Custom Financial Reports: Tailored monthly financial reports, including cash flow statements and more granular analysis of revenue streams and expenses.

  5. Accounts Payable & Receivable Management: More active management of outstanding bills and invoices, including payment follow-ups.

  6. Tax Filings Assistance: Support in preparing and filing taxes, including liaising with your accountant.

  7. Monthly/Quarterly Consultations: One-on-one consultations to review financial reports, profitability, and strategies for improvement.

  8. Inventory Tracking (if applicable): Assistance with inventory management, ensuring accurate stock levels and cost tracking.

  9. Priority Support: Dedicated account manager and priority response for all queries.

  10. Audit Support: Assistance with audit preparation, including document gathering and representation during audits.

Ideal for: Small businesses with fewer transactions or those that need minimal financial management but want accurate records.

Starting @ $599 per month

This package offers comprehensive bookkeeping services tailored for businesses requiring in-depth financial management:

Additional Services

Unpaid Invoice Calls To Clients - $50 per hour with a minimum of two hours for both packages. 

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Financial Literacy Session

This Financial Literacy Session aims to empower participants with essential financial knowledge and practical tools to manage their finances better. By the end of the session, participants will have a clear understanding of key financial concepts, be able to make informed decisions, and have a roadmap to financial well-being.

Financial Services

Target Audience

  • Adults: General population, working professionals, retirees

  • Students: High school or college students entering the workforce

  • Entrepreneurs: Small business owners or freelancers

  • Employees: Corporate training for employees on personal finance

Session Objectives

  • To educate participants on the basics of personal finance

  • To provide practical tools for managing money effectively

  • To help participants plan for future financial goals

  • To foster financial independence and responsible decision-making

Key Topics Covered

Budgeting and Money Management

  • Importance of budgeting

  • How to create a realistic budget

  • Fixed vs. variable expenses

  • Tracking spending

  • Tools and apps for budgeting

Financial Planning and Goal Setting

  • Setting short, medium, and long-term financial goals

  • Creating a roadmap for major life milestones (buying a house, education, retirement)

  • Tools to track financial progress

  • Importance of financial discipline

Saving and Emergency Funds

  • Importance of saving for short-term and long-term goals

  • How much to save each month

  • Building an emergency fund (3-6 months of expenses)

  • Compound interest and its benefits

Taxes and Financial Responsibilities

  • Basics of taxation: income tax, property tax, sales tax

  • How to file tax returns and understanding deductions

  • Importance of tax planning to optimize savings

  • Estate planning, wills, and legal considerations

Credit and Debt Management

  • Understanding credit scores and reports

  • How to build and improve credit

  • Different types of debt (e.g., student loans, mortgages, credit cards)

  • Strategies to manage and pay off debt

  • Avoiding high-interest debt traps

Retirement Planning

  • When to start planning for retirement

  • The power of compounding for retirement savings

  • Calculating retirement needs and planning accordingly

 Delivery Format

Presentation Style

  • Lecture: Core financial principles explained through slides, charts, and examples.

  • Interactive Workshops: Hands-on activities like creating a personal budget or setting financial goals.

  • Case Studies: Real-life examples to illustrate financial concepts and strategies.

  • Q&A Sessions: Open forum for participants to ask questions.

Duration

  • (1 hour): Covers the essentials of personal finance, ideal for a focused workshop.

  •  (2 hours): In-depth analysis of topics, including practical workshops

Materials Provided

  • Workbooks: Worksheets for budgeting, financial planning, and tracking expenses.

  • Digital Resources: Links to financial calculators, budgeting apps, and recommended financial blogs or podcasts.

  • Handouts: Summary sheets of key concepts discussed during the session.

  • Budgeting Templates: Pre-built templates to help participants organize their finances.

  • Debt Tracking Tools: Excel sheets or online tools to help track debt repayment progress.

Additional Features (Optional)

  • Personal Financial Counseling: One-on-one sessions for participants needing tailored advice.

  • Follow-Up Resources: Monthly or quarterly newsletters with financial tips and updates.

Benefits to Participants

  • Gain control over personal finances

  • Learn to avoid debt traps and improve credit scores

  • Understand investment fundamentals for wealth building

  • Plan for significant life events like retirement or buying a home

  • Access practical tools and resources for ongoing financial health

Follow-up Support

  • Post-session Evaluation: Feedback forms for continuous improvement

  • Access to Recordings (if applicable)

  • Financial Literacy Newsletter: Monthly updates on financial trends and tips

Personal Tax Preparation

Starting @$499

As a professional tax preparer, I offer comprehensive services to ensure a smooth and accurate filing experience. Here's what's included when filing your personal taxes:​​

Intake Form
Personal Taxes
Business Formation

Business Formation & Structuring

Starting @$499

Entity Selection & Legal Structure Consulting

Assessment of Business Goals: Advising clients on their long-term business goals to help them choose the best structure.

Types of Entities: Explaining the pros and cons of different legal entities, such as:

Sole Proprietorship

Partnership (General, Limited, and Limited Liability)

Limited Liability Company (LLC)

S-Corporation

C-Corporation

Non-Profit Organization

Tax Implications: Providing a comparison of the tax treatments for different structures (e.g., pass-through taxation vs. corporate taxation).

Liability Protection: Advising on the extent of liability protection each structure offers to business owners.

Tax Planning & Structuring

Tax Strategy Development: Working with tax professionals to structure the business in a way that minimizes tax liability.

State and Local Tax Considerations: Providing guidance on state-specific tax obligations, such as franchise taxes, sales taxes, or use taxes.

Compliance: Ensuring the business remains compliant with tax obligations, including filing annual reports and other necessary documents.

Business Restructuring Services

Mergers & Acquisitions (M&A): Advising on structuring and documenting mergers, acquisitions, or consolidations.

Reorganization: Helping businesses reorganize their structure for operational efficiency, compliance, or to prepare for expansion or financing.

Succession Planning: Assisting in developing a clear succession plan for family businesses or ownership transitions.

Funding & Capital Structure

Debt vs. Equity Funding: Advising on financing options, whether through loans, venture capital, or equity crowdfunding.

Investor Relations: Structuring the business in a way that is attractive to investors, ensuring clear documentation for capital raising and compliance with securities regulations.

Dissolution & Winding Down Services

Voluntary Dissolution: Assisting businesses that want to close, preparing and filing necessary paperwork for the dissolution of the entity.

Tax & Creditor Settlements: Guiding businesses through settling outstanding taxes, debts, and obligations before closure.

Asset Distribution: Advising on the distribution of remaining assets to shareholders or members upon dissolution.

Industry-Specific Structuring

Healthcare, Real Estate, Technology, and Finance: Offering industry-specific structuring advice to meet the regulatory and operational needs of different sectors.

 Formation Documentation & Filing

Name Reservation & Trademark Search: Assisting in choosing a business name and conducting trademark searches to ensure it's legally available.

Articles of Incorporation/Organization: Drafting and filing necessary legal documents such as the Articles of Incorporation (for corporations) or Articles of Organization (for LLCs).

Employer Identification Number (EIN) Registration: Applying for an EIN with the IRS for tax and employment purposes.

State-Specific Filings: Filing documents with the Secretary of State or other relevant authorities, ensuring compliance with local regulations.

Operating Agreements & Bylaws: Drafting detailed operating agreements (for LLCs) or corporate bylaws (for corporations) that govern internal management structures.

Registered Agent Services: Offering to act as a registered agent to receive legal documents and notices on behalf of the business.

Ownership Structuring & Agreements

Equity Division & Capital Contributions: Advising on the division of equity among founders, investors, and key stakeholders.

Partnership Agreements: Drafting clear partnership agreements to define roles, profit-sharing, and decision-making authority.

Shareholder Agreements: Preparing shareholder agreements that outline the rights and responsibilities of shareholders, including buy-sell provisions, transfer restrictions, and dispute resolution mechanisms.

Joint Ventures & Strategic Alliances: Structuring partnerships or alliances with other businesses, if needed.

Cross-Border/International Business Formation

Foreign Qualification: Assisting domestic businesses to expand internationally by filing foreign qualifications to do business in other states or countries.

International Structuring: Advising businesses on the best entity structure for operating in multiple jurisdictions, addressing international tax implications and compliance requirements.

Ongoing Compliance & Regulatory Filings

Annual Reports: Preparing and filing annual reports or statements of information required by state authorities.

Franchise Tax Filings: Ensuring ongoing compliance with state-level franchise tax filing requirements.

Periodic Renewals: Managing renewals of licenses, permits, and other required legal documents.

Consulting for Special Entity Types

Non-Profits: Assisting in the formation of non-profit entities, including 501(c)(3) applications for tax-exempt status.

Benefit Corporations or B-Corps: Helping socially conscious businesses form benefit corporations or achieve B-Corp certification.

Legal and Tax Advisory Partnerships

Collaboration with Attorneys & Accountants: Offering access to a network of specialized legal and tax professionals for matters requiring specific expertise, such as complex tax structuring, intellectual property issues, or large-scale mergers.

Licensing & Permits

Business Licenses: Identifying and assisting in obtaining necessary state, local, and industry-specific licenses or permits required to legally operate the business.

Zoning Compliance: Ensuring the business location complies with local zoning laws and regulations.

Electronic Filing and Direct Deposit

  • I provide secure electronic filing (e-filing) for faster processing and quicker refunds. You can also opt for direct deposit to ensure your refund is delivered directly to your bank account.

Governance & Corporate Compliance

Board of Directors or Management Setup: Helping establish the roles and responsibilities of the board of directors, officers, or managing members.

Annual Meetings & Corporate Minutes: Assisting with organizing and documenting required meetings, ensuring compliance with corporate governance requirements.

Stock Issuance & Certificates: Managing the issuance of stock or membership interest certificates, maintaining cap tables for corporations, and ensuring proper documentation.

 Document Storage & Recordkeeping

Corporate Recordkeeping: Offering solutions for maintaining organized and compliant records, such as bylaws, meeting minutes, and annual reports.

Digital Document Services: Providing digital storage solutions to ensure compliance with legal requirements for maintaining corporate records.

 Document Storage & Recordkeeping

Corporate Recordkeeping: Offering solutions for maintaining organized and compliant records, such as bylaws, meeting minutes, and annual reports.

Digital Document Services: Providing digital storage solutions to ensure compliance with legal requirements for maintaining corporate records.

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