Sonya's Major League Services
My services are not limited to the tasks listed as I will provide additional services to you as needed. I recognize the confidence you have placed in me, and I will strive diligently to never let you down. My goal is for you to concentrate on your family and baseball, and I will do the rest.
ANNUAL BUDGET
- Prepare Annual Cash Budget
- Review Credit Report and Check for Negative Items
- Projecting Income
- Payroll
- Endorsements
- Major League Baseball Licensing (Royalty)
- Projecting Baseball Related Expenses
- Auto Transport
- Spring Training Housing and Utilities
- Spring Training Expenses
- Clubhouse Dues
- Fuel
- Meals and Entertainment
- Baseball Season Housing and Utilities
- Baseball Season Expenses
- Clubhouse Dues
- Fuel
- Meals and Entertainment
- Hotel
- Fitness and Training
- Equipment
- Travel & Lodging Expenses
- Personal Living Expenses
- Mortgage Payment
- Homeowners Insurance/Personal Articles Policy
- Homeowner Association Dues
- Utilities
- Landscaping/Pool Maintenance
- Auto Payment/Insurance/Maintenance/Fuel
- Allowance (Clothing, groceries, etc.)
- Project Your Personal Savings & Investment Goals
- Gifts
- Large Purchases
- Remodel/Construction Projects
- Project Charitable Donations
- Project Medical/Dental Expenses
- Project Federal and Various State and Local Taxes
MONTHLY BUDGET
- Bill Payment
- Recurring
- Review Nonrecurring Items and Acquire Approval for Payment
- Process Deposits
- Bank Reconciliation
- Credit/Debit Card Monthly Reconciliation
- Prepare Financial Records Identifying Cash Receipts and Disbursements
INVESTMENTS
- Review Monthly Investment Statements
- Review Investment Purchases and Fees in Accordance With Investment Plan
- Review Available Funds to Invest
- Communicate With Investors as Required
PAYROLL
- Review Receipt of Payroll
- Review Payroll Stub for Correct Salary and Correct Tax Withholding
- Communicate with Payroll Department as Needed Regarding Additional Withholdings (Hotel Expenses, etc.)
- Review Annual Payroll
TAX RETURN
- Prepare General Ledger for Tax Attorney/CPA Preparing Tax Returns
- Confirm Receipt of all Tax Reporting Documents (1099s, W2, Charitable Donation Letters, etc.)
- Review W-2s
- Review 1099s
- Reconcile Realized Gains and Losses
- Prepare 1099s as Required for Trainer, Management Company, etc.
- Coordinate Conversations With Tax Attorney/CPA as Required
- Complete Tax Organizer for Tax Attorney/CPA
- Review Any Outstanding Tax Refunds/Tax Notices
- Twice Per Year Prepare A Tax Projection
GET STARTED!