Once the form has been completed:
1) We will contact you with your software logins.
2) Team meetings will be scheduled and information requests begin.
3) Work will begin as soon as information requests have been completed.
We know your time is valuable, our on-boarding process is simple and easy. We pay attention to the details and all of the complexities that make your business unique.
We look forward to working for you!
Christopher G. Ragain, CPA/PFS | Managing Director, Ragain Financial Inc.
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Ragain Financial is not a stranger to Small Business. SMBs are our bread and butter. Serving them and helping them to grow is our driving force and the primary source of our satisfaction. Ragain Financial has “been there, done that” in dozens of Small Business types and industries.
Our firm is based on the use of cutting-edge technology. QuickBooks Online, Tax Planner Pro, and ProHub 360 are just a few of the modules we will use to execute your engagement. If you like automation and simplicity, our business owner packages are the solution for you!
Monthly Financial Statement Preparation
ProHub 360- Our Client Portal & Communication Center
Unlimited Staff Email & Phone Time
Quarterly Payroll Tax Returns (941, 940, State Returns, etc.)
W-2 Preparation and Employee Direct Deposit
Monthly or Bi-weekly payroll for all employees
Setup Retirement Plans (SEP IRA, SIMPLE, or 401k)
Business and Personal Tax Projections each year
Tax Planning Meeting with CPA and Team
Personal & Business Tax Return Preparation
Estimate Tax Vouchers (Quarterlies)
Responses to all CP2000 notices and other IRS issues
We provide you a copy of QuickBooks Online as part of our service. Your business and employees can access critical financial data based on the permissions you set. Ragain Financial works in the background making sure every entry is complete and every account is reconciled.
Tax Planner Pro syncs to your QuickBooks Online account and brings you information about your tax return projections. Once the software identifies tax due it calculates tax strategies and helps you implement them before tax time. No More Defense TaxMan!
Communication is important! Thats why we built our own custom client portal called ProHub 360. In it you will find all of your financial statements, tax returns, payroll information and more. You can Skype with your accounting team, send us a note, and much more.