Packages
Elite
- Cash Flow Management based on Profit First Methodology
- Quarterly Financial Performance Review meetings
- Cash flow management
- Compliance Bookkeeping
- Annual Budgeting
- Monthly written Management Report
- Sales Tax Returns
- Prepare annual Form 1099 and 1096
Premium
- Compliance bookkeeping
- Cash Flow Management based on Profit First Methodology
- Cash flow management
- Monthly written Management Report
Starter
- Compliance only bookkeeping
- Quarterly written Management Report
Most of our clients invest $15,000 or more per year.
Additional Fee-based Services Available
- Business Coaching
- Financial Projections
- Budget planning
- Tax Advisory
- Tax Services – Business and individual
- Accounting & Advisory
- Entity Selection
- Business Filings
- Invoicing & accounts receivable management
- Bill Pay & accounts payable management
- Payroll
- Sales tax filing
- 1099 analysis and filing
- Clean-up of accounting records for past months or years