Our Comprehensive Services
Smart Start Account - Small Start Up Companies
- Manual and automated data coding of transactions
- One Bank Reconciliations up to 50 transactions
- P & L-Balance Sheet
- Once a month consulting
Optimum
- Manual and automated data coding of transactions
- One Bank Reconciliations up to 80 transactions
- One Credit Card Reconciliations 30
- One Note Payable
- Profit & Loss Statement
- Balance Sheet
- 16 hours a month Consulting
Strategic
- Manual and automated data coding of transactions
- Two Bank Reconciliations of up to 100 transactions
- Two Credit Card Reconciliations, 50 transactions
- One Note Payable
- Fixed Asset tracking & Depreciations
- Profit & Loss Statement
- Balance Sheet
- Portal Access
- 20 hours a month Consulting
Prime
- Manual and automated data coding of transactions
- Two Bank Reconciliations
- Two Credit Card Reconciliations
- Two Note Payables
- Fixed Asset tracking & Depreciations
- Profit & Loss Statement
- Balance Sheet
- Payroll up to 10 employees
- Monthly Payroll tax payments
- Quarterly 941 Federal Tax filing
- Semi-Annual Tax Advising
- Portal Access
- Upload Receipts to File Cabinet
- 20 hours a month Consulting
Elite
- Weekly Manual and automated data coding
- Two Bank Reconciliations
- Two Credit Card Reconciliations
- Three Note Payables
- Fixed Asset tracking & Depreciations
- Fixed Asset tracking & Depreciations
- Balance Sheet
- Statement of Retain Earnings
- Annual Budget Processing
- Quarterly Tax Advising
- Payroll up to 20 employees
- Monthly Payroll tax payments
- Quarterly 941 Federal Tax filing
- Up to 20 W2’s
- Up to 15 Bill Payments
- Weekly Receivable management
- Unlimited Consultation
- Portal Access
- Upload Receipts to File Cabinet
Full Comptroller
- Cash flow management
- Weekly cash flow meeting
- KPI tracking & maintenance
- Trend analysis
- Budgeting
- Finance planning
- Accounts receivable/credit management
- Everything in the Prime package plus annual tax filing
Capital UpRise Corp.
We offer a wide range of services to our individual and business clients. We strive to provide our clients with personalized quality service.
Bookkeeping/Write-Up
At its most basic level, bookkeeping is essential for businesses to be able to track their income and expenses. We provide financial records to ensure that your business operations will run smoothly on a day-to-day basis and are the foundation of a successful business. Our certified bookkeepers will provide daily, weekly, monthly, or quarterly services for your back office.
Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for your company's profitability. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only, as no assurance is expressed.
Payroll Services
As your business grows, the need to hire more employees can result in an increased payroll administration. Our firm can help you utilize a payroll system and prepare all necessary payroll and payroll tax returns in a timely manner.
Comptroller Services
Our service includes all the back-end services that are associated with the financial aspects of running a business. Bookkeeping (transaction processing, reconciliations, 1099 and payroll processes), Controller (bill payment and vendor management, invoicing deposits and collections, financial statement preparation), and CFO (financial statement analysis, budget preparation, strategic counseling, IRS and Audit liaison, Stakeholder meetings) services are all provided.
Tax Services
- Individual Income Tax Preparation
- Business Tax Return Preparation
- Partnership Tax Return Preparation
- Corporate Tax Return Preparation
- Estate Tax Return Preparation
- 1099 Reporting
- State Tax Return Preparation
- Franchise Tax Return
- Sales & Use Tax Reporting
Consulting Services
- Corporation, LLC and Non-Profit Formation & Dissolution
- 501 3c Set-Up
- Policy & Procedure Writing
- Business Conversions
