The Bookkeeper
Investment starting at $300/Monthly
Ideal for self-employed & freelancers
Includes:
Monthly Bookkeeping with QuickBooks Online
Quarterly Estimated Tax Payments
End of the year Profit & Loss Statement
IRS Representation(notices only)
3rd Quarter Basic Tax Plannng Meeting
CPA Guidance(email support)
1099 Filing for Contractors
The Accountant
Investment starting at $600/Monthly
For small businesses with revenue between $100k to $250K.
Includes:
Everything Included in "The Bookkeeper"
Payroll for up to 4 Employees & all required tax filings
Quarterly Financial Performace Meetings & Reports
Full IRS Representation(Audits,notices & Collections)
Quarterly Tax Plannng Meetings with your CPA
Unlimited Support by a dedicated CPA
Year-End Tax Preparation included (Sch C, Corp, LLC)
The CFO
Investment starting at $1,050/Monthly
For small businesses with larger needs
Includes:
Everything Included in "The Accountant"
Monthly Financial Strategy Meetings
Forecast & Plan for the next 6 months of growth
Payroll for 5 + employees
Create Monthly Budgets to define business goals
KPI(key Performance Indicator) to monitor the financial goals & plans for your business
A CPA being part of your business, helping you grow!
What's Included in Our Monthly Services
Year-Round, Proactive Service to Tackle Your Tax, Accounting, Bookkeeping & Advisory
Tax Planning
We will create a customized tax plan and help you apply the tax strategies. We'll do tax planning throughout the year so you're never surprised at year end.
Year-End Tax Returns & Financials
We'll make year end easy by closing out the financials and preparing your company and personal tax returns.
Perfect Bookkeeping
Your books and financials will always be up-to-date. Your lenders and staff will love the financial reports.
Quality Guidance & CFO Services
Our CPA's will provide the best advice and guidance in the industry to help you make great decisions based on data.
It's like hiring a full-time CPA & CFO, but for a fraction of the price
For a flat monthly investment, we will join your team and help your business grow!
Don't Overpay in Taxes
Keep more of your hard earned money with highly engaged tax planning.
Get Your Financials in Order
Get the financials needed to scale your business.
Avoid Hiring Expensive Full-Time Staff
With our monthly packages, you won't have to hire a part-time bookkeeper or tax preparer.
Make Your Business Grow
We'll help you take your business to the next level! With our CFO service, we will work as a team and help get your business to the next level.