A Different View
|Individual tax return preparation*|
|Business tax return preparation**|
|Monthly bookkeeping services|
|Subscriptions to QuickBooks Online, Hubdoc and Gusto|
|Monthly balance sheet and income statement|
|Quarterly tax planning|
|Officer compensation review (for S Corporations)|
|Business planning and goal setting|
|Cash flow monitoring|
|Monitoring of financial results using key performance indicators|
|Actual vs budget analysis|
|Monthly meeting to review results|
|Advising you as your strategic business partner and consultant|
|*For individuals with businesses or rental properties only|
|**Corporations and partnerships|
Our Bronze CPA Plan:
Your taxes are professionally prepared and your tax return is reviewed, providing the comfort of knowing an expert has taken all allowable tax deductions.
Our Silver CPA Plan:
We take the day to day compliance and record-keeping off your plate so you can focus on what you do best; this keeps the paper off your desk and in the cloud where you can access information anytime, anywhere.
Our Gold CPA Plan:
This plan offers all the benefits of our other options, but with the addition of a virtual CFO who will make sure you are making the right decisions for your business and your future. We partner with you to help you monitor your accounting system and processes to ensure efficiency and profit maximization.