Platinum Package:
This package is intended for the business owner who wants to outsource as much as possible, including:
- Monthly Accounting: We take care of your books
- Monthly Reporting: Reports covering what you need to know to grow
- State & Local Tax Preparation
- Quarterly Check-ins:
- Federal Estimated Tax payment calculation
- Retirement Contributions
- Video Check-in going over your books
Gold Package:
This package is intended for the business owner who is growing their practice and needs a little help and includes:
- Monthly Accounting: We take care of your books on a monthly basis
- State & Local Tax Preparation
- Monthly reporting including: Profit & Loss Report, Balance Sheet, others as needed
- Payroll can be added on
Silver Package:
This package is perfect for the business owner who does their own books, but needs help with taxes, retirement, and savings and includes:
- Quarterly checkings:
- Federal Estimated Tax payment calculation
- Retirement Contributions
- Video Check-in going over your books
- State & Local Tax Preparation
Bronze Package:
The Bronze Package is for the DIYer who likes taking care of their own books, but needs a plan to follow for everything else, including:
- Going over your current process and recommendations to automate parts of it
- Check-in your books and answer any questions you have on what you are currently doing
- Project out your Federal Estimated Taxes
- Project your retirement contributions for the year
- Provide a monthly plan to cover your:
- Federal Estimated taxes
- Retirement Savings
- Business Savings to cover vacations
- Personal compensation
