Our Services

ESSENTIAL

Structured Bookkeeping Foundation

Best For:

For small service businesses that need organized, tax-ready financial records.

Includes:

• Monthly bookkeeping and transaction categorization

• Bank & credit card reconciliation

• QuickBooks Online maintenance

• Clean, organized books ready for your tax professional

*Starting at $350 /month

PROFESSIONAL

Financial Reporting & Operational Oversight

Best For:

For businesses that need financial visibility to manage growth.

Includes everything in Essential, plus:

• Monthly Profit & Loss and Balance Sheet

• Cash flow monitoring

• Revenue reconciliation

• Accounts receivable coordination- (no collections activity)

• Accounts payable preparation- (no payment authorization)

• 1099 preparation (January)

*Starting at $650 /month

PREMIUM

Strategic Financial Support

Best For:

For business owners who want financial insight and strategic decision support.

Includes everything in Professional, plus:

• Year-end financial package for tax advisor

• Financial forecasting & projections

• Internal financial review (non-CPA audit)

• Financial performance & KPI interpretation

• Quarterly financial review meeting

• Priority support

Services provided do not include tax preparation, payment authorization, legal collection activity, or licensed audit services.

*Starting at $1,200 /month

BUSINESS ENTRY & RESTRUCTURING SERVICES

Designed for businesses launching operations or seeking financial recovery before ongoing support.

New Business Financial Setup

Best For:

New businesses that need structured financial and operational systems from day one.

Includes:

• Entity selection overview (educational guidance only)

• EIN application assistance

• State filing navigation guidance

• Business bank setup guidance

• Accounting system configuration

• Professional digital infrastructure setup (domain, email, platform configuration)

• Coordination with licensed legal professionals (if required)

“Zamora Garcia & Associates does not provide legal or licensed tax representation services.”

*Starting at $750

Bookkeeping Cleanup

Best For:

Businesses seeking financial clarity before ongoing support.

Includes:

• Historical transaction review

• Reconciliation of unreconciled months

• Chart of Accounts restructuring

• Correction of misclassified expenses

• Loan & liability verification

• Undeposited funds review

• Cleanup summary report

*Starting at $900

Financial support for every stage of your business — from structured startup to financial recovery and long-term oversight.