Small Business Accounting Packages

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

• 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 

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