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Business Packages

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

P.S. Want to learn how to manage your money better as a therapist? Now you can learn directly from Toni Cameron, CPA with our new on-demand webinars! Check out our most popular webinars here.
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Toni Cameron, CPA

Business Consultant, CFO Services, "The DM"

Toni is an accountant by day and gaming geek by night. As an accountant, Toni’s focus is dedicated to people like you — individuals, nonprofits, and small business owners. Toni’s adamant about taking care of all the things you just don’t have time to because she understands the value of a proper work-life balance.

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