Tailored Solutions for You and Your Business

We know there is not "one size fits all" accounting solution.  At Marino CPA Firm, we take pride in the one on one attention and personalized service we give our clients.  We wouldn't have it any other way.

 

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Accounting and Bookkeeping

We believe you should spend more time acting on what the numbers tell you, rather than pulling them together.  Numbers are our passion - we let you focus on yours.  With a variety of fixed-price packages ranging from virtual bookkeeping all the way to CFO functions, we're sure to meet your needs without expanding your internal workforce.  We have dedicated staff to help.

Some of our Accounting and Bookkeeping Services include:

  • QuickBooks Accounting setup
  • Bookkeeping and Journal Entries (weekly, monthly, quarterly)
  • Preparing Income Statement and Balance Sheet
  • Reconciling Bank Statements
  • Tracking Payments and Receivables
  • Virtual Controllership/Accounting Team
  • Audits, Reviews, Compilations and Preparations
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Tax

Tax-Planning - Minimizing your tax liability can be complicated, but it doesn't have to be. We proactively work with you to implement tax-saving strategies that don't leave you feeling distraught when April 15th comes around.  

Tax Preparation - Preparing your personal tax return can often leave you with more questions than answers.  One mistake or missed deduction can cost you much more than what you saved by not using an experienced tax professional.  Business tax returns are even more complicated.  It takes experience, skill and continuing education to minimize your taxes.  Let Marino CPA Firm minimize your tax liability and accurately file your return.

Our Tax Services include:

  • Tax Planning and Return Preparation for Individuals, Corporations, Partnerships and Estates & Trusts
  • IRS Representation in the event of an IRS notice or audit
  • Payroll, Sales and Use-Tax Reporting

 

Consulting and Advisory

Every business has opportunities to improve its bottom line.  Having an outside partner can bring a fresh perspective to help you find those opportunities.  Whether it's exploring new markets or hunting for cost savings, we can help you determine the right strategy for you and unlock potential growth.

Our Consulting and Advisory Services include:

  • Virtual CFO Services
  • New Business Formation and Planning
  • Income and Cash Flow Strategies
  • Business Valuation
  • Internal Control Advising
  • Budgeting, Forecasting and Analysis
  • Assistance with Bank Financing
  • Succession and Retirement Planning
  • Litigation Support
 
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Trusted Advisor Package Options

Monthly options are for 12 month contracts.

 

Tier 1

Starts at $400/month

  • QuickBooks setup and onboarding
  • QuickBooks training and support
  • Payroll filings
  • Annual 1099's and W-2's
  • Franchise tax filing (if applicable)
  • Annual bank reconciliation
  • Annual financial statements
  • Quarterly performance review
  • Suite of financial reports to guide budgeting and forecasting
  • Tax Planning
  • Income Tax Return Filing*

Tier 2

Starts at $800/month

  • Everything included in the Tier 1 Package PLUS
  • Quarterly bank reconciliation and financial statements instead of annual
  • Overhead analysis
  • Cash flow management
  • Annual budget creation
  • Incentive / Retirement Plan Advising
  • Income Tax Return Filing*

Tier 3

Starts at $1,200/month

  • Everything included in the Tier 2 Package PLUS
  • Monthly bank reconciliation and financial statements instead of quarterly
  • Monthly performance review
  • KPI development and analysis
  • Consult with and advise your attorneys, creditor and retirement administrators
  • Custom reporting to bring more to your bottom line
  • Income Tax Return Filing*

* Income tax return filing can be added to any package for an additional fee depending upon complexity of the return.