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Business Packages

https://youtu.be/jBlnKx7n9MA

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

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