Business & Tax Advising

Each new monthly client of ChaNJe Money Matters LLC is provided with a business and tax assessment that gives us insight into your business and allows us to provide you with strategic business and tax planning techniques to increase both your cash flow and your bottom line. Our assessment includes:

  • Review of past tax returns to assess potential refunds.
  • Assessment of business systems, current financials and record keeping determining tax planning advantages and providing detailed tax projections.
  • Evaluation and recommendations regarding corporate structure that enable the business owner to take money out of the company in the most tax effective way.
  • Determination of the most advantageous owner compensation plan.

Ongoing monthly clients are provided with an annual review that ensures they continue to receive the maximum benefits from business and tax planning.

Monthly Bookkeeping

  • Bank Account Reconciliations
  • Credit Card Entries
  • General Ledger Entries
  • Accounts Payable (AP) and Receivable (AR) Entries
  • Balance Sheet – Statement of Assets, Liabilities and Equity
  • Income/Operating/Profit & Loss Statement
  • General Ledger
  • Check Register
  • 24-hour real-time access to your financials through our online Back Office Support System

Package Pricing

$149 per month for companies with 1 to 10 monthly AP/AR Entries*
$269 per month for companies with 11 to 25 monthly AP/AR Entries*
$399 per month for companies with 26 to 50 monthly AP/AR Entries*

Individual quotes provided for companies with 51+ AP/AR Entries.

*AP/AR Entries are the number of payments received and payments made by your company during a month. ChaNJe Money Matters LLC will assist you in determining your monthly AP/AR Entries.

Accounting system setup: up to 1 hour is complementary. Companies that require additional setup will be charged at $95/hour.