Our Services
At Eric Syfrett, CPA, we’ve tailored our service packages to seamlessly address the unique needs of our clients.
Our dedicated team is here to alleviate the burdens of bookkeeping, tax management, and financial administration, allowing you to concentrate on your core strengths and passion – driving your business forward and achieving the success you’ve always envisioned.
Consulting and Advisory Services
Whether you need support for a brief period as you find your footing or seek ongoing assistance for the long term, our team is here to provide you with the expert guidance you require. You can count on us, especially when you’re faced with changes or unexpected notices from a tax office.
Our most commonly requested consulting services:
- Financial Clarity: We help you navigate financial data to ensure you clearly understand your records.
- Opportunities and Concerns: We identify potential areas of concern and opportunities for improvement, providing you with valuable insights to help you respond proactively.
- Custom Reporting: We prepare financial reports tailored to your specific needs, making it easier to stay current on your business’s financial status.
- Data Integration: We streamline the process of merging departmental books into a single, cohesive system.
- Book Cleanup: We can skillfully organize scattered financial records to ensure accuracy and clarity.
- Best Practices: We provide recommendations for implementing financial management best practices to help you make informed decisions.
Our Consulting Services are billed based on the time served. Prior to commencing your project, we’ll collaborate with you to define the expected scope of work and discuss the rates associated with different tasks within the project.
Looking for pricing? Email us at info@ericsyfrettcpa.com for our current pricing sheet.
Bookkeeping Services
At Eric Syfrett, CPA, we take pride in presenting a comprehensive spectrum of Bookkeeping Services meticulously tailored to accommodate the unique requirements of your business. Our unwavering dedication to precision and unwavering professionalism shines through our meticulously crafted Core and Premium Packages, along with our versatile Add-On Options.
Core
Monthly services include...
- Online Banking: Transaction imports into QuickBooks Online for up to three accounts.
- Bank Reconciliation: Monthly balancing for up to three accounts.
- General Ledger Oversight: Monthly inspections to ensure accurate and appropriate recordkeeping.
- Management Reports: Key reports (Balance Sheet, Profit and Loss, etc.) delivered for review by the 15th of each month.
- Client Correspondence: Ongoing email support to maintain high-quality records.
Premium
Monthly services include...
- Core Plan services
- Branded Email Address: Used for subscription logins and communications to our team.
- Email Responsiveness: Guaranteed response to your inquiries within 24 hours.
- Account Management: Oversight of up to six bank accounts.
- Payroll: Basic single-state payroll support.
- CPA Consulting: One hour of dedicated consulting time per month.
- Add-On: One add-on from the list below, included at no extra cost.
Add-Ons
Available with both Core and Premium
- Transaction Data Entry: Manual entry from your documentation and records.
- Accounts Receivable (AR): Processing of donor records or client income.
- Accounts Payable (AP): Payment processing for vendors or contractors.
- Payroll Processing: Data submission to your preferred payroll service provider.
- Specialized Reporting: Custom financial reports tailored to your unique business needs.
- QuickBooks Online: Subscription management.
- Branded Email Address: Used for subscription logins and communications to our team.
Looking for pricing?
Email info@ericsyfrettcpa.com for our current pricing sheet!
Tax Related Services
We currently offer Basic 1040 and NC single state filing and 990 tax filing services. Additional states can be requested and will be reviewed based on complexity and nature of return.
