Level 1: Bookkeeping

The basic bookkeeping package starts at only a few hundred dollars per month. You can add additional elements to customize a package which fits exactly what your business needs.

Level 2: Controllership

Includes all the basic bookkeeping elements in Level 1 plus complete general ledger maintenance, accrual entries, inventory management, significant month-end journal entries, and intracompany transactions if required.

Level 3: Outsourced CFO

This level is for businesses of any size that want to become more profitable. Utilize the expertise of a CFO to be a financial partner providing strategic insights consisting of budget-to-actual variance analysis, cost-cutting strategies, revenue growth opportunities, business case analysis, and the creation of a dashboard to monitor Key Performance Indicators (KPIs).


Payroll Processing

This service can be added on to any of our service Levels. We handle all aspects of payroll from paying your employees, making deposits to Federal and State agencies, filing all necessary tax returns, and distributing W-2s.

Tax Preparation and Planning

You can include whatever tax services your business needs. We prepare:

  • Federal Income Tax returns for individuals
  • Federal Income Tax returns for all business entities including sole proprietorships, LLCs, Partnerships, as well as C and S Corporations
  • State Income Tax returns including Nevada Modified Business Tax and Commerce Tax
  • Sales Tax, Use Tax, and Excise Tax returns
  • Payroll Tax returns

Utilize our tax planning service to help you make changes now so you can save money later!


Business Formation

If you are starting a business and unsure of which structure to go with, we can advise you and help file the correct documents to get you up and running:

  • Fictitious Business Name (FBN) for a sole proprietorship
  • Articles of Incorporation for C or S Corporation
  • Certificate of Organization and Operating Agreement for an LLC

The Time is Now

Contact us today to obtain a free assessment of how Uplevel Business Services can help take your business to the next level!