For All Of Our Services
Strategy Call
First, we schedule a discovery call to learn a thing (or two) about you + business. The main objective of this call is to determine your business’ needs and see how we can best help you.
Contract + Payment
Once decided to work together, a proposal + contract is sent for the services we will render. In addition to a payment link to pay retainer. All electronically for your convenience.
The Magic Begins
We go to work! (picture: weight lifts off your shoulder) The work is delivered on time, electronically. You will have access to your documents 24/7 through our secure client portal.
Bookkeeping
Our monthly bookkeeping includes reconciliation, monthly detailed reporting.
• Monthly detailed reporting
• Quarterly financial calls (providing insights such as: cash-flow projections, profit first allocation, tax optimization and more)
• Unlimited support via email, video or phone to answer any questions
TAX PREPARATION
Assistance with tax preparation & state filings
• Individuals
• Corporations
• Sole-proprietor/ LLC
• Partnerships
BUSINESS INTENSIVE
90-minute call to provide clarity around your business’ unique questions & challenges. You will receive a follow-up email with individualized recommendation & access to our exclusive resources. Unlimited access via email (1 week post call) to answer any additional questions and/or address any issues with implementation.
- Topics can include (not limited to):
- Business formation & entity selection
- Building product suite
- Profit allocation
- S-Corporation election
- Business best practices
- Systems & applications
- Owner’s compensation
- Sales tax requirements
- Guidelines for contractors and employees
- Tax optimization
Choose Your Membership Plan
Satisfied Customers
