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This plan is limited while allowing you to start the good habits early with a good accounting system and a relationship with a CPA.

Included Services:

  • Accounting system setup ($250 setup fee waived if client for 12 months)
  • Quarterly CPA analysis and oversight of your accounting
  • Xero / QBO cloud based software included ($35/month value)
  • Organized End of Year Tax Preparation (additional charge)
  • CPA firm relationship
  • Bookkeeper relationship
  • Cloud Based Portal Access

Add-On Services:

  • Additional tax planning and financial checkup as needed
  • Payroll
  • Entity selection and setup
  • Entity tax returns
  • Xero / QBO training
  • Payment processing
  • Invoicing
  • Custom reporting

Ideal for small service based businesses with a small number of transactions and limited complexity.

Starting at:
$99/ month

 

This is for the small but growing business with more complexity, more bank accounts, and credit cards. You don't have the time or the expertise to take care of your own accounting, you are too busy growing your business; You might even have several employees already.

Included Services:

  • Accounting system assessment and setup
  • Monthly bookkeeping and reconciliations
  • Xero / QBO cloud based software included ($35/month value)
  • Up to ten 1099s
  • Once a year update from our internal SWO (strengths, weaknesses, opportunities) analysis on your business with general advice, possible tax missteps, and strategic advice
  • Cloud Based Portal Access (coming in spring of 2018
  • Federal & State Business tax returns (two owner max)
  • Two yearly tax planning meetings with CPA
  • Unlimited support

Add-On Services:

  • Payroll
  • Entity selection and setup
  • 1040 returns as needed
  • Monthly sales tax
  • Financial statements
  • Custom KPIs and internal reports
  • Xero / Quickbooks Training

This plan would be perfect for the one-owner LLC or S-corp. A tremendous value while still allowing you to start good habits early with a good bookkeeper and a relationship with a CPA, all while making sure you minimize your tax expense.

Starting at:
$325/ month

This is for the business ready to scale with more complexity, more bank accounts, and credit cards. At this point you might have multiple owners, teams, and locations. You are not working IN the business, but you are working ON the business. You need a CPA who will be the quarterback to your financial team. You have multiple entities and multiple investments needing compliance, strategic planning, complicated tax planning, and succession plan. This package will be customized to your business but will always include the following:

Included Services:

  • Initial Accounting system analysis
  • Initial Entity analysis
  • Evaluation of impact of the 2018 tax reform
  • Monthly bookkeeping and reconciliations
  • Xero / QBO cloud based software included ($35/month value)
  • Tax planning as needed with your CPA and the Partners
  • Strategic financial planning as needed with your CPA and Partners
  • Cloud Based Portal Access (coming in spring of 2018)
  • Federal & State Business tax returns
  • Unlimited support
  • Access to our network of trusted attorneys, estate planners, insurance agents, payroll and benefit experts, financial planners, and many many more.

Add-On Services:

  • Payroll
  • Entity selection and setup
  • 1040 returns as needed
  • Additional investment returns as needed
  • Monthly sales tax and consulting
  • Financial statements
  • Custom KPIs and internal reports
  • Xero / Quickbooks Training for staff
  • Accounts Payable and Accounts Receivable assistance
  • Benefit analysis
  • Retirement planning

Starting at:
$700/ month