Small Business Accounting Packages for Core compliance services, growth advisory services, premium strategic accounting.

Level 1 — Core Compliance & Support

Includes:

  annual tax return

  monthly bookkeeping (basic)

  monthly bank reconciliation

  annual financial statement prep

  email support

  annual check-in

Level 2 — Growth Advisory Services

For owners who want a higher level of support.

Includes:

  all Core Compliance services plus

  bookkeeping

  payroll coordination

  quarterly planning

  quarterly financial statements

  estimated taxes

  faster support

  quarterly F2F data review, and,

  owner guidance

Level 3 — Premium Strategic Accounting

For owners who value insight and CFO-level thinking.

Includes:

  all Growth Advisory services plus

  proactive tax strategy

  monthly calls / meetings

  monthly KPI review

  entity optimization

  cash flow planning

  direct access

  tax minimization

  CFO-level thinking

Level 4 — Project Work - Fee Depends on Scope

Examples:

  cleanup messy books

  IRS issue response

  entity conversion

  multi-year catch-up

  process redesign

  setup computerized accounting system

  setup and install automated payroll systems

  setup and install automated inventory systems