One Service that Includes it All
Get your taxes,accounting, tax planning and payroll done by a CPA for a monthly retainer.
The Bookkeeper
Investment starting at $300/Monthly
Ideal for self-employed & freelancers
Includes:
Monthly Bookkeeping with QuickBooks Online
Quarterly Estimated Tax Payments
End of the year Profit & Loss Statement
IRS Representation(notices only)
3rd Quarter Basic Tax Planning Meeting
CPA Guidance (email support)
1099 Filing for Contractors
The Accountant
Investment starting at $650/Monthly
For small business with revenue between $100k to $250k
Includes:
Everything Included in "The Bookkeeper
Payroll for up to 4 Employees & all required tax filings
Quarterly Financial Performance Meetings & Reports
Proactive IRS Representation (Audits, notices & Collections)
Quarterly Tax Planning Meetings with your CPA
Unlimited Support by a dedicated CPA
Year-End Tax Preparation included (Sch C, Corp, LLC)
The CFO
Investment starting at $1050/Monthly
For small business with larger needs
Includes:
Everything Included in "The Accountant"
Monthly Financial Strategy Meetings
Forecast & Plan for the next 6 months of growth
Payroll for 5 + employees
Create Monthly Budgets to define business goals
KPI(key Performance Indicator) to monitor the financial goals & plans for your business
A CPA being part of your business, helping you grow!