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A New Way

Bundle Billing

Small business owners cash flow can be a wild ride. My payroll and accounting services will never catch you offgaurd. Katy Caldwell offers a flat fee for comprehensive service.

No Surprises

What makes this offer good for your business? There are no surprises. You receive the same bill every month. So there are no worries about the phone call for clarification of the latest tax law or for running an extra payroll. The same fee, every time.

Tailored to your needs

Your bundle price is as unique as you are. At your initial appointment we will go over your individual needs and set a monthly price that fits into your budget and provides all the services you need.

Services

Accounting & Bookkeeping

With over 20 years preparing taxes and in the accounting industry, Katy Caldwell has the knowledge and experience needed to handle almost all tax situations.

Your Taxes, Simplified

I'm dedicated to my clients. And I've represented them in audits with the IRS, Montana Department of Revenue, State Fund and Department of Labor. The first thing to do when you receive a notice from one of these agencies, is don't panic. The next thing is to bring it in as soon as possible. One of the biggest hurdles with a notice is making timely contact with the auditor. The sooner the better, so if you receive a letter, contact me ASAP.

Your Business is Ours

I develop strategies for both business and individual clients. When you are starting up a business, or are needing help with your direction I am there to help plan and implement ideas. So let us tackle your most pressing financial issues together.

Bundle Pricing for Services

Starter Packs

For the business just starting up.

Payroll Only

Payroll preparation

Preparation of quarterly and annual payroll reports

Reporting of new hires to state of Montana

Representation with Montana Department of Labor Unemployment Division and Montana State Fund audits

Records retained for three years

Unlimited emails

Unlimited quick calls (less then 10 minutes)

Bookkeeping Only

Bank account reconciliation

Credit card account reconciliation

Compiling managerial reports

Records retained for three years

Unlimited emails

Unlimited quick calls (less then 10 minutes)

Full Accounting and Payroll Bundle

Package Includes both payroll and bookkeeping bundles

Preparation of personal tax return of business owner

Quarterly Financial Statements

Annual Strategy meeting

Katy Caldwell CPA