BUSINESS TAX & BOOKKEEPING

A CPA firm to help you save in tax and file returns for you too.

Starting at - $345/Mo


  • Corporate Tax Preparation (Federal and State)

  • Personal Tax Preparation and Filing (1 Owner, Federal and State)

  • Review and Response to Routine Tax Notices

  • Monthly Bank and Credit Card Bookkeeping and Reconciliations

  • Annual Report Package and Accounting Adjustments for Year End Close

  • Quickbooks Online Software (QBO Essentials)

  • No Charge Email Correspondence with Managers, 3 business day response time

  • Out of Scope Request $25o per hour

COMPLETE
ACCOUNTING ESSENTIALS

Refreshingly simple monthly accounting and tax advice in one place.

Starting at - $545/mo


  • Corporate Tax Preparation (Federal and State)

  • Personal Tax Preparation and Filing (1 Owner, Federal and State)

  • Year End Tax Planning and Strategy Meeting

  • Review and Response to Routine Tax Notices

  • Monthly Quickbooks Bookkeeping, Accounting, & Full Month end Close

  • Month-end Internal Management Use Financial Report Package

  • Quickbooks Online Software (QBO Essentials)

  • No Charge Email Correspondence with Managers 3 business day response time

  • No Charge for Short Phone Calls with Managers

  • No Charge Email Correspondence with Principals, 3 business day response time

  • Out of Scope Requests $220 per hour


SMALL BUSINESS ADVISOR beta

Small business pros working side by side with you to improve your business.

Starting at - $945/mo


  • Corporate Tax Preparation (Federal and State)

  • Personal Tax Preparation and Filing (1 Owner, Federal and State)

  • Year End Tax Planning and Strategy Meeting

  • Review and Response to Routine Tax Notices

  • Monthly Quickbooks Bookkeeping, Accounting, & Full Month end Close

  • Month-end Internal Management Use Financial Report Package

  • Quickbooks Online Software (QBO Essentials)

  • Set up of initial Strategic Plan and Goal setting

  • Cloud based projection software subscription

  • Monthly call with Principal for Milestones, Budget and Benchmarks

  • No Charge Email Correspondence with Managers 3 business day response time

  • No Charge for Short Phone Calls with Managers

  • No Charge Email Correspondence with Principals, 3 business day response time

  • No Charge for Short Phone Calls with Principals

  • Out of Scope Requests $180 per hour