PACKAGES

Start-Up Package

When starting a business, the things you don’t know can hurt you. Our Start-Up Package gives you basic financial knowledge, tips and practices for you to build a solid foundation.

Start-Up Package Includes
  • Tax & Accounting Calendar – all the deadlines you need to stay on top of with instructions on how to complete them.
  • Company Procedures and Best Practices Consultation
  • Entity Structure review 
  • Four 20-min phone calls 

Start-Up Plus Package

If you are starting your business and want to make sure you are set up for success, our Start-Up Plus Package is for you!

Start-Up Plus Package Includes
  • Tax & Accounting Calendar – All the deadlines you need to stay on top of, all in one place with instructions on how to complete them.
  • Company Procedures Best
  • Practices Consultation
  • Entity Structure review 
  • Four 20-min phone calls 
  • Accounting System Setup
  • Accounting System initial training

Custom Full-Service Package

Our full-service package frees up your time to focus on the other aspects of your business. With regular meetings and annual tax planning, we learn your goals and objectives and help you achieve them!

Custom Full-Service Package Includes
  • Tax & Accounting Calendar
  • Company Procedures Best Practices 
  • Entity Structure Review 
  • Accounting System Check-up
  • Monthly OR Quarterly Advisory Meetings
  • Unlimited calls/emails/texts with no surprise billing
  • Annual Tax Planning
  • Tax Return Preparation
Optional
  • Bookkeeping services
  • Month-end close
  • Cash Flow tracking 
  • Customized internal reporting 

On-Boarding & Add-Ons

As part of our initial free consultation, we will assess the full scope of service needs for your business and design a custom package just for you.  On-boarding may include Add-On services needed to get your account and tax plan on track.

On-Boarding & Add-Ons
  • Accounting System Setup (usually Quickbooks)
  • Quickbooks Training
  • Accounting System Restructure or Transition Assistance
  • Reasonable Compensation Analysis
  • Bookkeeping clean-up
  • Tax Notice Resolution
  • Independent Contractor vs. Employee Analysis

Still have questions?

We understand.