Service Packages

Your books, current and accurate every month.

• Accounting and bookkeeping
  • Recording of income and expenses
  • Monthly bank reconciliations
• Analysis of sales and deposits
• Monthly financial statements
• Client Support (Limited)

Save on Taxes, look for Growth.

• Tax planning (business and personal)
• Covers all business entities, if applicable
• Quarterly business planning sessions
• Tax liability forecasts
• Tax strategy development for business and personal
• Follow-up on tax strategy implementation
• Additional entities or entity restructuring
• Client Priority support

Have a CFO in your corner.

• Virtual Advisory CFO services
• Budgeting
• Tracking of short-term goals and target business objectives
• Business operations review
• Profitability review and assessments
• Compensation planning
• Owner compensation optimization
• Entity structure reviews
• Client Unlimited support