Bookkeeping & Payroll
Melentree Bookkeeping
Comprehensive bookkeeping and payroll built to keep your business running smoothly—and your tax returns filed on time, every time.
Keeping your books in alignment with your vision
Keeping your books in compliance with the IRS
Giving you confidence and peace of mind to grow your business
Monthly plans, tiered to fit your business
Melentree Tax & Wealth Strategies has created monthly plans that are tiered to fit your business needs. These tiered business packages scale from foundational monthly tracking to full-service back-office management to support growing operational needs. The introductory tier stabilizes foundational recordkeeping, while successive levels introduce state-specific compliance, asset depreciation, and proactive mid-year oversight. For expanding operations, the intermediate tier seamlessly integrates team compensation processing alongside mandatory annual payroll filing requirements. The highest tier acts as an outsourced financial executive, combining full corporate tax compliance and formal regulatory representation with strategic cash flow forecasting and recurring quarterly adjustments.
Essential Bookkeeping
Ideal for foundational monthly financial tracking.
- Bank Reconciliation: Matching and balancing all monthly bank statements.
- Financial Reporting: Keeping your profit, loss, and balance sheets updated.
- Ledger Management: Categorizing everyday business income and expenses.
Standard Accounting & Compliance
Ideal for Florida-based brick-and-mortar or e-commerce businesses.
- Everything in Plan 1: Complete bank reconciliation and statement updates.
- Asset Tracking: Year-end depreciation schedules for business equipment and vehicles.
- Florida Sales Tax: Monthly or quarterly state sales tax return filings.
- Mid-Year Tax Assessment: Complimentary review of projected income and tax liability.
Complete Bookkeeping & Payroll
Designed for businesses with an active team of employees.
- Everything in Plans 1 & 2: Full bookkeeping, sales tax, depreciation and mid-year assessment.
- Full-Service Payroll: Regular salary processing and direct deposits.
- Year-End Payroll Tax: Issuing and filing forms W-2, W-3, 940, and 941.
Premium Tax & CFO Strategy
The ultimate hands-off package covering bookkeeping, payroll, and corporate tax returns.
- Everything in Plans 1–3: Full back-office accounting and team payroll.
- Contractor Compliance: Processing and filing annual 1099 forms.
- Strategic Cash Flow Management: Annualized cash flow budget to include capital expenditures and operational expenses.
- Corporate Tax Returns: Year-end filing for Schedule C, 1120, 1120S, or 1065.
- IRS Representation: File 2848 Power of Attorney to include initial consultations with the IRS.
- Quarterly Tax Assessments: Review entire operations and adjust tax strategies accordingly.
Not sure which plan fits? Reach out for a confidential conversation and we’ll help you choose the right level of support for where your business is today.