What this covers
- Monthly bookkeeping and account reconciliations
- Cleanup and categorization of backlogged books
- QuickBooks setup, management and cleanup
- Financial-record organization and tax-readiness
- Management-use financial reports from your books
Who this is for
Small businesses, self-employed professionals and growing companies whose books are behind, messy, or still living in a spreadsheet and a shoebox.
How it works
- Tell us what you need. Share your service needs, relevant tax years, states, timeline and contact preference through the intake.
- Confirm scope and next steps. We review your request, confirm the scope in writing and quote the fee before work begins.
- Organize the documents. We provide the secure document-collection process and identify missing records or cleanup needs.
- Engagement and preparation. Work proceeds within the agreed, signed scope — preparation, bookkeeping, payroll or business support — with review and filing authorization where applicable.
- Filing, completion and follow-up. A return is reported as filed only with verified filing acknowledgment. Then we plan your ongoing support: recurring bookkeeping, payroll and tax-readiness.
Start with the intake — never with sensitive documents
Use the initial intake for contact details and a description of your needs. Do not submit Social Security numbers, full EINs, dates of birth, account numbers, login credentials, tax returns or payroll files. After your request is reviewed, we provide the secure document-collection process for anything sensitive.
Service & credential clarity
Michael Fusco holds a PTIN and EFIN. Prestige Tax Group, Inc. does not hold itself out as a CPA firm, enrolled-agent practice or law firm. Work requiring CPA, EA or attorney credentials is coordinated with the appropriate qualified professional.
Prestige preparers are PTIN-registered preparers, and the firm is an IRS-authorized e-file provider. Preparation, bookkeeping and payroll support are provided within that authority; matters outside it are referred or coordinated as described above.
Questions
Are the reports you produce audited statements?
No. Bookkeeping deliverables are management-use records for running your business and preparing your taxes. Attest work — audits, reviews and compilations — is performed by a CPA firm, and we coordinate with one when you need it.
How does pricing work?
Bookkeeping is scoped by volume and condition of the records, quoted in writing after a review — monthly support is a defined recurring scope, never an open meter.
Request a consultation
Tell us what you need and the best way to reach you. Submitting a request does not confirm a booking or an engagement — engagement begins only after acceptance and a written scope and fee agreement.