OUR SERVICES
Tax Preparation
We provide income tax preparation to primarily small business owners filing Form 1040 with Schedule C, Form 1120S (S Corporation), or simple Form 1065 (partnership). All tax returns include a summarized Loom video sent with the results so you can truly understand your return before signing off on it. Minimum pricing starts at $750 for individual tax returns and $1,750 for business tax returns.
Beyond Bookkeeping
We can manage your bookkeeping on a monthly basis so you can spend more time focusing on your business. We'll reconcile all business bank accounts and credit cards monthly as well as send you a monthly finalized management report to review. Prices start at $300 per month for basic, cash-basis QuickBooks Online reporting.
CFO "Lite"
With our CFO "lite" service, you'll start to see deeper insights into your financials. From KPI tracking to cash flow forecasting, we can give your growing business insights that are more than basic bookkeeping. Included are monthly meetings and review videos, annual budget creation, and KPI tracking. Prices start at $500 per month.
**Note this is separate from our "Beyond Bookkeeping" service, but that bookkeeping service is required to start CFO "lite" services.
Strategic Tax Planning
With our tax subscription package, we are available year-round for questions (no hourly billing!) and customize tax planning to your specific situation. We also will coordinate with your other professionals (CFO, attorney, financial advisor, etc.) to ensure a cohesive approach for your finances and business. With three service-levels, we have something for almost everyone. See more specifics below!
Tax Planning Packages
1
BASIC
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Access to your CPA year-round for "quick" tax and accounting questions.
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Quarterly tax payment reminders.
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One mid-year tax planning video.
$175 per month
*Limited availability*
2
GUIDED
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Access to your CPA year-round for "quick" tax and accounting questions.
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CUSTOMIZED quarterly tax payment reminders.
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One mid-year tax planning video AND one live year-end tax planning meeting.
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Tax notice resolution (up to 3 hours annually).
$350 per month
*Limited availability*
3
STRATEGIC
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Access to your CPA year-round for "quick" tax and accounting questions.
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CUSTOMIZED quarterly tax payment reminders.
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Three LIVE tax planning meetings (May, Aug., Nov.).
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Tax notice resolution (unlimited).
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Monthly check-ins.
$600 per month
*Limited to 15 clients*
THE PROCESS FOR WORKING TOGETHER
1
Complete the potential new client intake form
Form
2
Discovery Call
Meet with our CPA in a discovery call to see if we're a good fit for one another
3
Proposal
Receive, review, and sign your customized proposal
4
Kick Off Services
We'll send what we need to officially start working together.
5
Partnership
Continue services together - customizable at any point.
