Brien's Business Umbrella

Offering Valuable Solutions for Your Unique Needs

Package Menu

For an Easy Collaboration

Brien’s Business Umbrella incorporates innovative and modern technology to provide accounting, tax planning, and payroll processing services for individuals and businesses just about anywhere. As a virtual firm, Brien’s Business Umbrella is a convenient, efficient and cost-effective way to take the stress out of conducting daily operations of any business.

To make things even easier for his partners, Timothy Brien of Brien’s Business Umbrella has created these packages which include all of the services you could need on a consistent basis. He has also provided helpful links you need to learn more about how he can help you!

(Individual-Only Tax Returns based on Form Output, so NOT shown below. Tax Planning Can be Added.)

Answer some basic questions particular to YOUR business to select the Package to BEST fit YOUR needs, choose some Incredible Value-Added Services from our Menu to truly customize YOUR Accounting Package and get a clearly defined and fairly priced Estimate. ONLY takes a matter of minutes for you to Create

YOUR VERY OWN Package!!

DIAMOND (PREMIUM) PACKAGE

Weekly Bookkeeping

Business Return Prep

Personal Return Prep

Unlimited Phone and Email Support

FREE QBO

Budget Reports

Management Reports

Full Tax Projections

Estimated Payment Prep

Shared Portal w/PDF of Organized Tax Documents

PLATINUM (FULL) PACKAGE

Monthly Bookkeeping

Business Return Prep

Limited Phone and Email Support

FREE QBO

Estimated Payment Prep

Shared Portal w/PDF of Organized Tax Docs

GOLD (ESSENTIAL) PACKAGE

Quarterly Bookkeeping

Limited Email Support Only

Form Filing Service Only

Estimated Payment Prep

NO Tax Planning

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Referral Form

Brien’s Business Umbrella Referral Form

TSheets by QuickBooks

Go to T Sheets

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Credit Card Authorization

Cheektowaga Chamber of Commerce

Go to Chamber Site

Add On Services

Upgrade Bookkeeping

Need your books done more than quarterly or monthly? Add on this service to upgrade to the next level of reconciliations of your business transaction. (Quarterly to Monthly. Monthly to Weekly, Weekly to Daily)

Unlimited Support

Let us roll out the red carpet support service! With this add-on, you get unlimited emails, phone calls, and meetings as necessary.

Tax Planning

Our most popular add-on offering. With this service, we will help you implement strategies that reduce your tax liability each year.

Accounts Receivable

Tired of sending invoices to clients? We can take that off your hands by preparing all of your invoices and receiving payments for you with this add-on feature.

Accounts Payable

Tired of paying all the bills for the business each month? We can take that off your hands by receiving your invoices and making payments for you with this convenient add-on.

Payroll

Need help running payroll and filing your returns? We can help you get setup and ensure Quarterly and Annual tax filings are done timely and accurately. $5 per employee per month extra for in-house Time Tracking. (HR and Retirement modules EXTRA)