Correia & Monteiro Consulting
  • Home
  • What clients say
  • Services and Packages
  • The Team
  • Get in touch
Correia & Monteiro Consulting
  • Home
  • What clients say
  • Services and Packages
  • The Team
  • Get in touch

Everything you need is here

 Anything you need for your business

"If you want your business to elevate, He is the one you are looking for." 


                                                                                                           EMC Transportation Inc., Client

Services

We offer a variety of consulting services at Correia & Monteiro Consulting, including taxes, accounting, bookkeeping, payroll services, and more.

Tax Return Preparation

Includes Tax Return Preparation for:

  • Individuals, and
  • Businesses.

(No Estates, Trusts and Exempt Organization)

Tax Consulting

Includes services like:

  • Tax Planning
  • Installment Agreements
  • Offer in Compromise
  • Representation
  • Tax Audit
  • Tax Lien
  • Tax Levy



Accounting Services

Includes services like:

  • Bookkeeping
  • Payroll*
  • Financial report analysis
  • Accounting  analysis
  • QuickBooks Setup

Startup and Business Registration

Includes services like:

  • Advice on choosing Business Entity
  • Registration with State
  • Employer Identification Number
  • Licenses and Permit
  • Logo and Website




Services Packages

We provide comprehensive and personalized services plans that fit different needs and goals, ensuring optimal results.

Level 1 - Bookkeeper

Record a business's financial transactions and keep it financially organized. Services include:

  • Cash Reconciliation
  • Bill Payment
  • Invoicing
  • QuickBooks Document
  • Monthly data update with Bookkeeper

Level 2 - Accountant

Prepare and examine financial records, identify potential areas of opportunity and risk, and provide solutions for businesses. Included everting from Bookkeeper plan and:

  • Payroll Support*
  • Tax Preparation**
  • Assets Monitoring
  • Debt Reconciliation
  • Monthly Financial Reporting

Level 3 - Financial Manager

Perform data analysis and advise senior managers on profit-maximizing ideas. Also are responsible for the financial health of an organization. Included everting from Accountant plan and:

  • Monthly Financial Statements Update
  • Business Analyze Performance
  • Tax Planning

Level 4- Controller

Oversees daily accounting operations. The controller also helps guide a company's strategic financial decisions. Included everting from Financial Manager plan and:

  • Monthly Financial Education
  • Monthly Cashflow Forecast
  • Monthly Strategy Updates

Services Packages

Services packages require a fixed price agreement and custom quotes. All packages  are billed monthly for 12 months.  Minimum monthly pricing starts at $450.


* Payroll Support -  Only through QuickBooks Online.


** Tax Preparation - Included with no additional fee only after one year subscriptions.

Get in touch

Contact us today to schedule a consultation and learn how we can help your business thrive.

Contact Us

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