CPA SERVICES AND TAX PREPARATION
INDIVIDUALS / SMALL BUSINESS / EQUESTRIAN / EXPATRIATES
A TRUSTED PARTNER FOR ALL YOUR ACCOUNTING NEEDS
Holly’s long-time involvement in the equestrian industry makes her an ideal candidate to partner with your equine business. We serve clients in all aspects of the equestrian industry:
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Trainers
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Farm Owners
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Farriers
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Breeders
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Veterinarians
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Syndications – Sporthorses & Racing
TAX PLANNING
INCOME TAX PREPARATION
BOOKKEEPING
CFO SERVICES
EQUESTRIAN SERVICE PACKAGES
OPTIONAL ADD ONS
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Accounts Payable Support
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Quarterly Tax Estimates
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Q3 Tax Strategy Planning Meeting
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Form 1099 Filing
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Payroll
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Sales Tax Reporting & Filing
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Financial Review Meetings
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Budget Preparation
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Retirement Planning
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Project Reporting (i.e. profitability per foal)
Click here to download packages information as a .pdf file
One-time setup and onboarding fee applies to all new bookkeeping client. Fee is typcially $500 - $1,000, but may vary based on your specific circumstances.
ONE TIME SET-UP AND ONBOARDING FEE
We perform bookkeeping in Xero and Quickbooks Online. We prefer bookkeeping in Xero for a convenient, user-friendly, complete bookkeeping system. Depending on your business's current bookkeeping system and payment processing preferences and needs, we can help you navigate these two options.
In order for us to provide a fee quote or confirm your qualification for a package listed above, we require the following information:
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Business's Entity Type & Number of Owners
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Most recent financial statements, if applicable
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Access to current bookkeeping system, if applicable
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If bookkeeping is not current or not established, we will require a copy of the most recent three months statements for all bank, credit, and loan accounts in PDF.
WHAT WE'LL NEED FROM YOU
We will request the information above from your through our secure client portal as part of our client acceptance process.
