SUPPORTING YOUR SMALL BUSINESS WITH COMPREHENSIVE ACCOUNTING SOLUTIONS

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1 SUPPORTING YOUR SMALL BUSINESS WITH COMPREHENSIVE ACCOUNTING SOLUTIONS

2 With Morgan & Morgan, You ll Find A Business Partner You Can Rely On...

3 You can focus on managing and growing your business

4 Get Information When and Where You Want It...

5 Professional services at a level of convenience you ve never experienced before Shared 24/7 Access To Your Financial Information

6 We Turn Timely Information Into Business Guidance & Tax Planning

7 Financial statements: on-time and accurate Bank Account Reconciliation Balance Sheet Income Statement General Ledger Earnings Report Income Statement Comparative Performance Graphs Tax Projection 1 Tax Projection 2

8 We keep accounting simple. You stay up to date. Submit Bank Statements Submit Credit Card Statements Submit Any Other Applicable Source Documents Reconcile Bank and Credit Card Statements Maintain General Ledger Prepare Financial Statements and Performance Graphs Prepare Sales Tax Returns Prepare Quarterly Payroll Tax Filings Valuable Financial Information and Business Advice

9

10 Planning matters: here s an example

11 We take the worry out of the tax process Step 1 Fill Out Client Tax Organizer Submit Tax Source Documents Step 2 Review Tax Return Online Submit E-File Authorization Prepare Client Tax Projection Prepare Client Business Tax Return Prepare Client Individual Tax Return Upload Tax Return and Source Documents to Client Portal E-File Tax Returns Worry-Free Tax Process

12

13 Convenient and integrated payroll you control Submit Payroll Employee Paystubs Prepare Payroll Initiate Direct Deposit Calculate and Initiate Payroll Tax Payment Upload Payroll Checks to Portals Upload Payroll Reports to Employer Portal Employer Reports Convenient Process that is Simple, Integrated and Part of Your Package

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15 Time-saving and convenient audit trail Daily Submit Bills Submit Sales Initiate Client Payments Update Client Bank Balance Update Client Accounts Payable Provide Client with Cash Management Calendar Provide Client Access to Digital Copies of Organized Vendor Bills Time-Saving, Audit Trail and Convenience

16 We make it easy to approve vendor bills

17 Stay up-to-date on cash management

18 Your audit trail: no paper and no worries View Cancelled Checks View Vendors View Paid Bill

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