We focus on helping each small business client get the specific results they need with customized support and ‘money meetings’ on demand that best fits the way each principal works to ensure the most benefit is achieved for every dollar spent. Most new small business clients start with one of these basic levels of service. We use the most current technology and cost-saving service platforms at all levels of service and provide the same high level of responsiveness. The main difference is the frequency of live interaction with the CPA.
Basic
- Primary benefit is on-call CPA money meetings.
- This level involves recording daily financial transactions, maintaining ledgers, reconciling bank statements, preparing basic financial reports, and tax services.
- Includes tax and legal compliance: income tax return preparation, review, correspondence, and filings
- Ideal for very small businesses or startups that need occasional advice, want to keep their books in order, but do not require in-depth financial analysis.
- $2,400/year or $200/month
Comprehensive
- Includes all basic services plus scheduled quarterly CPA money meetings with written recommendations and action plan.
- Primary benefit is a focus on more profitable business operations.
- This level includes all the tasks in basic accounting, plus small business banking services, payroll, 1099 contractor processing, accounts payable/receivable management, budgeting, financial forecasting, plus quarterly financial analysis and reporting.
- Suitable for growing businesses that need a deeper understanding of their financial health and more detailed financial oversight. Typically used when gross operating income over $400,000.
- $7,200/year or $600/month
Advanced
- Includes scheduled weekly or monthly CPA money meetings integrated with the business plan.
- Primary benefit is consistent, controlled information flow with the outside CPA working as part of the in-house business team to make better business decisions.
- This service level includes all the tasks in Comprehensive accounting, plus complete bookkeeping, with more financial management and strategic planning, financial strategy development, tax planning, cash flow management, and integration with other business systems like CRM, ERP, and marketing campaigns.
- Best for established businesses that require comprehensive financial management and strategic planning to support business growth. Gross business operating income typically exceeds $1 million.
- $15,000/year or $1,250/month
One-time services
- Startup services
- Entity formation or entity elections
- Bookkeeping system setup
- Initial bookkeeping clean-up
- Tax problem representation and resolution
All levels include small business tax services
Small business tax services vary depending on industry and type of entity but typically include:
- Quarterly Filings: Preparing and filing quarterly estimated tax payments.
- Tax Return Preparation: Preparing and filing federal and state tax returns, ensuring compliance with tax laws.
- Tax Planning: Identifying tax-saving opportunities and strategies to minimize tax liabilities.
- Audit Support: Assistance in case of an audit by tax authorities.
All levels include VIP communications
- Secure online text and document portal
- Secure long term file storage
- Communication by text, email or phone
- One business day response
Please call to discuss customization of services for your small business. This page is meant as an example only. The actual services we agree to will be developed in conversation and then confirmed in writing.