Services
Bookkeeping
Full-service bookkeeping with organized records, useful reports, and preparation for taxes and audits.
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What We Do
- Provide accurate and efficient bookkeeping support.
- Organize financial information creating meaningful reports for yourself or your board.
- Customize your books for CPA’s, Taxes and Auditors.
- Give you the tools to plan.
- Offer FREE initial consultations
What We Don’t Do
- Invest your money or provide Investment advice
Tax Preparation
Professional tax prep with HR Block guarantees, plus expert planning and international tax guidance.
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- An Enrolled Agent since 2015, authorized to represent tax payers before the IRS.
- Tax preparation through:
- H & R Block
- Comes with H & R Block guarantees and support. (since 2008)
- Available for consultations regarding:
- Tax planning.
- Navigating international taxation.
- Strategies for organizing information.
Payroll
Simple, affordable online payroll with direct deposit, tax filings, QuickBooks integration, and guaranteed savings.
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- Web-based with self managed or full service options.
- Fully integrated with QuickBooks
- Free Direct Deposit and electronic tax filings
- All tax and annual W-2 filings included
- Online employee access to their payroll records
- Simple, budget friendly pricing options
- Guaranteed savings compared to other commercial services
QuickBooks
Certified QuickBooks support with training, cleanup,
troubleshooting, and specialized solutions for small businesses and non-profits.
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- Hosting and support for QuickBooks Online
- Training for QuickBooks Online
- Support for QuickBooks Desktop (PC)
- Clean up and troubleshooting services
- Specialized solutions for performing artists, restaurants and small retail.
Credit Card Processing
Save on credit card fees with wholesale-rate
processing, simple onboarding, and a no-obligation customized proposal.
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In collaboration with Sage/Skyline Payments, one of the nation’s largest wholesale credit processers, we are often able to provide reduced rates for clients who regularly accept credit cards. (Including American Express)
Save money on credit card fees and keep more cash in your cash flow.
Click Here for a free no-obligation review and savings proposal.
- You will be contacted promptly and will be asked to provide recent credit processing statements.
- A customized and detailed savings proposal will be provided with no commitment required.
- If you decide to proceed you will have a dedicated service technician to facilitate any necessary work.
- Best of all it is compatible with most POS systems and no additional training or changes to your existing practices are needed.
Tiered Service Packages
Crow Collaborative offers flexible service tiers designed to meet the needs of nonprofits and small businesses at every stage. Whether you prefer a hands-on approach, Coaching or Tutoring sessions, or want fully managed financial support, each package is built to improve organization, accuracy, and long-term sustainability.
Key notes
- Options range from DIY setup to full online financial management
- Quarterly and monthly tiers provide escalating levels of support
- Packages can include AR/AP management, report preparation, and 1099/W-2 services
- Nonprofit compliance support is available, including Form 990 readiness
- Tax preparation is offered for individuals, corporations, and nonprofits
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DIY Setup
- Right for those who want to manage their own professionally designed bookkeeping system. This service includes:
- setting up and streamlining the Chart of Accounts
- establishing methods for tracking types of income and expenses,
- developing regular reports and planning for tax preparation.
- training and ongoing support options.
Quarterly Maintenance
- Includes reconciliation of bank and credit card accounts
- AR and AP review.
- Management report generation.
- Necessary formatting for accountants and financial reviews.
- For non profits:
- Tracking for form 990 compliance.
- Trial balances and all regular and year end reports for CPA’s.
- Tracking and preparation of 1099 information. (optional services includes preparation and filing of 1099’s and W-2’s)
Monthly Maintenance
- All of the Quarterly services plus:
- AR/AP management including check preparation and vendor statement reconciliation on a monthly basis.
Monthly Plus
- All quarterly and monthly services plus:
- Secure online management of books and banking – may include bill posting and payments and AR receipts and deposits. This service requires specialized software.
Tax Preparation & Filing
- Individual returns filed through H & R Block with no added fees. All returns come with the applicable Block guarantees.
- Service is also available for corporate returns and for 990 informational returns required of 501(c)(3) non-profit organizations.
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Phone: 617.480.0388
Email:
tim@crowcollaborative.com
amber@crowcollaborative.com
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