BOOKS & TAX

 

starting at

$999/month

 

Monthly Bookkeeping

up to 100 Transactions

 

Monthly “Certified Close”

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Quarterly accounting meeting

 

Year-End Tax Strategy

 

Strategy & Planning Meeting

MOST POPULAR

DATA, DESIGN, DELIVER

 

starting at

$1,699/month

 

Monthly Bookkeeping

up to 200 Transactions

 

Monthly “Certified Close”

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Monthly accounting meeting

 

Mid Year & Year-End Tax Strategy

 

Planning Meeting (including tax projection)

 

Financial Dashboard with up to 3 KPIs

FINANCIAL GOVERNANCE

 

starting at

$2,299/month

 

Monthly Bookkeeping

250+ Transactions

 

Monthly “Certified Close”

 

Budgeting & Forecasting

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Monthly accounting meeting

 

Mid Year, Q3, Year-End Tax Strategy

 

Strategy & Planning Meeting

 

Financial Dashboard with up to 7KPIs

BOOKS & TAX

 

starting at

$999/month

 

Monthly Bookkeeping

up to 100 Transactions

 

Monthly “Certified Close”

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Quarterly accounting meeting

 

Year-End Tax Strategy

 

Strategy & Planning Meeting

MOST POPULAR

DATA, DESIGN, DELIVER

 

starting at

$1,699/month

 

Monthly Bookkeeping

up to 200 Transactions

 

Monthly “Certified Close”

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Monthly accounting meeting

 

Mid Year & Year-End Tax Strategy

 

Planning Meeting (including tax projection)

 

Financial Dashboard with up to 3 KPIs

FINANCIAL GOVERNANCE

 

starting at

$2,299/month

 

Monthly Bookkeeping

250+ Transactions

 

Monthly “Certified Close”

 

Budgeting & Forecasting

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Monthly accounting meeting

 

Mid Year, Q3, Year-End Tax Strategy

 

Strategy & Planning Meeting

 

Financial Dashboard with up to 7KPIs

THE DETAILS

 Books & TaxData, Design, DeliverFinancial Governance
Monthly Bookkeeping100 Transactions200 Transactions250+ Transactions
Monthly "Certified Close"Cash (Accrual of revenue only)
Custom designed chart of accounts & mapping for maximum readability
Cash or Accrual Basis (Tax, OCBOA, FRF for SMEs)
Custom designed chart of accounts & mapping for maximum readability
Payable support through Bill.com
Payroll and Inventory Accounting & Accruals debt
Cash or Accrual Accounting (any framework including US GAAP)
Full Balance Sheet & Accrual control
Custom designed chart of accounts & mapping for maximum readability
Accounts Receivable & Accounts Payable support through Bill.com
Budgeting and ForecastingNot IncludedNot IncludedProfit and Loss Annual Forecasting
Business Tax Return Preparation1120, 1120S, 10651120, 1120S, 10651120, 1120S, 1065
Individual Tax Preparation1 owner/shareholder/partner
(additional Individual tax preparation can be added)
1 owner/shareholder/partner
(additional Individual tax preparation can be added)
1 owner/shareholder/partner
(additional Individual tax preparation can be added)
Accounting MeetingQuarterly (1 hour)
Review quarterly books, answers questions, and help interpret financial data with a Senior accountant
Monthly (1 hour)
Review quarterly books, answers questions, and help interpret financial data with a Senior accountant
Monthly (1.5 hours)
Review quarterly books, answer questions and help interpret financial data with a Senior accountant

Budget versus actual

CFO insight and advisory from one of our CFO-CPAs

Tax Strategy & Planning MeetingYear-End (2 hours)Mid Year & Year-End (3 hours)
Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations.
Mid Year, Q3, & Year-End (5 hours)
Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations.
Financial DashboardNot Included3 KPIs5 KPIs

MONTHLY “CERTIFIED CLOSE”?

 

Unlike basic bookkeeping services, we perform monthly balance sheet adjustments under the supervision of a Certified Public Accountant. Appropriate monthly close of the balance sheet ensures that your books are telling an accurate story of your business and removes any bad or inaccurate data that could be distorting your finances.

TAX STRATEGY & PLANNING MEETINGS

 

We will check in on taxes and discuss key events, transactions, and changes in your business. During this meeting we will set a tax strategy during the year to avoid tax-time surprises, plan to capture year end opportunities, and stay up to date on developments brought to you by our tax experts in a format customized for your business.

NEED SOMETHING MORE CUSTOMIZED?

 

We know that one size does not fit all. We offer customized services that help you get exactly what you need. Contact us today to find out how we can customize a plan that’s right for you and your business.

 

 

LET'S WORK TOGETHER

CUSTOM CFO SERVICE LEVELS THAT GROW WITH YOU

 

Our custom service packages combine bookkeeping, accounting, tax, and financial governance to help you manage your company’s financial future. We help our clients win.

 

Get Started

SELECT A PLAN

BOOKS & TAX

 

starting at $999/month

 

Monthly Bookkeeping

up to 100 Transactions

 

Monthly “Certified Close”

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Quarterly accounting meeting

 

Year-End Tax Strategy

 

Strategy & Planning Meeting

 

Get Started

see details

MOST POPULAR

DATA, DESIGN, DELIVER

 

starting at $1,699/month

 

Monthly Bookkeeping

up to 200 Transactions

 

Monthly “Certified Close”

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Monthly accounting meeting

 

Mid Year & Year-End Tax Strategy

 

Planning Meeting (including tax projection)

 

Financial Dashboard with up to 3 KPIs

 

Get Started

see details

FINANCIAL GOVERNANCE

 

starting at $2,299/month

 

Monthly Bookkeeping

250+ Transactions

 

Monthly “Certified Close”

 

Budgeting & Forecasting

 

Business Tax Return Preparation

(1120, 1120S, 1065)

 

Individual Tax Preparation for 1 ‘owner’

(additional Individual tax preparation can be added)

 

Monthly accounting meeting

 

Mid Year, Q3, Year-End Tax Strategy

 

Strategy & Planning Meeting

 

Financial Dashboard with up to 7KPIs

Get Started

see details

CUSTOM CFO PACKAGE

NEED SOMETHING MORE CUSTOMIZED?

 

We know that one size does not fit all. We offer customized services that help you get exactly what you need. Contact us today to find out how we can customize a plan that’s right for you and your business.

 

GET A QUOTE

MONTHLY “CERTIFIED CLOSE”?

 

Unlike basic bookkeeping services, we perform monthly balance sheet adjustments under the supervision of a Certified Public Accountant. Appropriate monthly close of the balance sheet ensures that your books are telling an accurate story of your business and removes any bad or inaccurate data that could be distorting your finances.

TAX STRATEGY & PLANNING MEETINGS

 

We will check in on taxes and discuss key events, transactions, and changes in your business. During this meeting we will set a tax strategy during the year to avoid tax-time surprises, plan to capture year end opportunities, and stay up to date on developments brought to you by our tax experts in a format customized for your business.

DETAILS

Monthly Bookkeeping100 Transactions
Monthly "Certified Close"Cash (Accrual of revenue only)
Custom designed chart of accounts & mapping for maximum readability
Budgeting and ForecastingNot Included
Business Tax Return Preparation1120, 1120S, 1065
Individual Tax Preparation1 owner/shareholder/partner
(additional Individual tax preparation can be added)
Accounting MeetingQuarterly (1 hour)
Review quarterly books, answers questions, and help interpret financial data with a Senior accountant
Tax Strategy & Planning MeetingYear-End (2 hours)
Financial DashboardNot Included
Monthly Bookkeeping200 Transactions
Monthly "Certified Close"Cash or Accrual Basis (Tax, OCBOA, FRF for SMEs)
Custom designed chart of accounts & mapping for maximum readability
Payable support through Bill.com
Payroll and Inventory Accounting & Accruals debt
Budgeting and ForecastingNot Included
Business Tax Return Preparation1120, 1120S, 1065
Individual Tax Preparation1 owner/shareholder/partner
(additional Individual tax preparation can be added)
Accounting MeetingMonthly (1 hour)
Review quarterly books, answers questions, and help interpret financial data with a Senior accountant
Tax Strategy & Planning MeetingMid Year & Year-End (3 hours)
Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations.
Financial Dashboard3 KPIs
Monthly Bookkeeping250+ Transactions
Monthly "Certified Close"Cash or Accrual Accounting (any framework including US GAAP)
Full Balance Sheet & Accrual control
Custom designed chart of accounts & mapping for maximum readability
Accounts Receivable & Accounts Payable support through Bill.com
Budgeting and ForecastingProfit and Loss Annual Forecasting
Business Tax Return Preparation1120, 1120S, 1065
Individual Tax Preparation1 owner/shareholder/partner
(additional Individual tax preparation can be added)
Accounting MeetingMonthly (1.5 hours)
Review quarterly books, answer questions and help interpret financial data with a Senior accountant

Budget versus actual

CFO insight and advisory from one of our CFO-CPAs

Tax Strategy & Planning MeetingMid Year, Q3, & Year-End (5 hours)
Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations.
Financial Dashboard5 KPIs