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BUSINESS SERVICES
Our suite of business services empowers businesses and business owners to leverage their financial data to make informed decisions. We believe that we better serve our business clients when we operate in the now. We offer a three-pronged approach - through strategy, tax, and accounting support - to help business owners tackle the challenges that they face.
OUR BUSINESS SERVICES
STRATEGY
TAX
ACCOUNTING
CASH FLOW MANAGEMENT
BUDGETING & FORECASTING
BUSINESS ENTITY TAX RETURN PREPARATION
BOOKKEEPING & ANALYSIS
PAYROLL PROCESSING
BUSINESS OWNER TAX RETURN PREPARATION
A/R & A/P BACKOFFICE SUPPORT
KPI & GOAL SETTING
ESTIMATED TAX CALCS
FIXED ASSET ACQUISITION & DISPOSITION PLANNING
SALES TAX RETURN PREPARATION
RETIREMENT STRATEGY
S CORP ELECTION
TECH STACK INTEGRATION
OUR
BUSINESS SERVICES
PRICING & PLANS
Our fees are broken into two types: a la mode or plans. A la mode gives clients the option to pay for our services as they happen. Plans give clients the option to pay for a bundle of services over time and receive consistent year-round support. Each plan includes a bundle of core services that are typically needed and can include add-ons if required.
START-UP
Strategy Services
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Annual Meeting
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Tax Preparation Services
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Business Entity Tax Return Preparation​
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Business Owner Tax Return Preparation
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Accounting Services
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Bookkeeping & Analysis
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Payroll Processing
LITE
Strategy Services
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Semi-Annual Meetings
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Tax Preparation Services
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Business Entity Tax Return Preparation​
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Business Owner Tax Return Preparation
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Accounting Services
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Bookkeeping & Analysis
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Payroll Processing
PLUS
Strategy Services
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Quarterly Meetings
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Tax Preparation Services
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Business Entity Tax Return Preparation​
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Business Owner Tax Return Preparation
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Accounting Services
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Bookkeeping & Analysis
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Payroll Processing
PREMIUM
Strategy Services
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Monthly Meetings
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Tax Preparation Services
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Business Entity Tax Return Preparation​
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Business Owner Tax Return Preparation
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Accounting Services
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Bookkeeping & Analysis
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Payroll Processing
FRACTIONAL CFO
Perfect for: Those who already have an accounting team or bookkeeper but are seeking a third-party resource for strategy services. This is an advisor-only relationship designed.
​Strategy Services
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Monthly Meetings
CONTACT US
While our work is technical, we are personal. In between, tax returns, spreadsheets, and journal entries, you will find an expert that you can really talk to, who will support you as an extension of your team, and cares about your future financial success. Contact us today for a free 1-hour consultation. Let's open the conversation on how we can serve you.
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