SERVICES

How can we help?

OUR SERVICE PACKAGES

You’re here for the basics. As you work on running and growing your business, we’ll help keep your books in order and keep you squared away with the IRS.

SERVICES

  • 100% Tech Driven Accounting Process
  • Sales Tax Filing
  • 1099s Preparation and Filing
  • Corporate Tax Return
  • Streamlined Payroll Management
  • Quarterly Financial Statements
  • Annual Strategic Review for Improved
  • Decision Making and Growth

SUPPORT

  • Unlimited Bookkeeping Support
  • 3 day Response Time

TECHNOLOGY

Quickbooks Online, Gusto, Dext

Your business is growing, and it’s time to ramp things up. Instead of having to hire a full time employee, this package keeps your basics covered plus extra services like accounts payable, more real time data, and more support.

SERVICES

  • 100% Tech Driven Accounting Process Sales
  • Tax Filing 1099s
  • Preparation and Filing Corporate Tax Return
  • Streamlined Payroll Management
  • Quarterly Financial Statements
  • Semi-Annual Tax Efficiency Call
  • Automated Bill Pay
  • Process Inventory Discrepancy Identification and Reconciliation
  • Semi-Annual Strategic Review for Improved Decision Making and Growth

SUPPORT

  • Unlimited Bookkeeping Support
  • CFO Support 1x Monthly
  • 2 Day Response Time

TECHNOLOGY

Quickbooks Online, Gusto, Dext, Bill.com

You’re all in. This package goes above and beyond a typical accounting service. We’ll be a trusted partner, handling complex tasks like accounts receivable, analyzing KPIs, and helping you take your business to another level.

SERVICES

  • 100% Tech Driven Accounting Process Sales
  • Tax Filing 1099s
  • Preparation and Filing Corporate Tax Return
  • Streamlined Payroll Management
  • Quarterly Financial Statements
  • Semi-Annual Tax Efficiency Call
  • Automated Bill Pay Process
  • Inventory Discrepancy Identification and Reconciliation
  • Automated Sales Invoicing for Faster Payment Receipt
  • Quarterly Cash Flow
  • Forecasting Quarterly KPI Review
  • Quarterly Strategic Review for Improved Decision Making and Growth

SUPPORT

  • Unlimited Bookkeeping Support
  • CFO Support 3x Monthly
  • Same Day Response Time

TECHNOLOGY

Quickbooks Online, Gusto, Dext, Bill.com, Fathom

It’s about opportunities, new horizons, possibilities, new mindsets.

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