FREE STRATEGY SESSION

Experience the Difference

EXPLORE OUR WIDE RANGE OF PROFESSIONAL SERVICES FOR SMALL BUSINESSES

Supercharge Your Small Business

Unlock the power of a full accounting team for your small business

 

Imagine having a dedicated team of experts ‚Äď bookkeepers, payroll processors, accountants, tax professionals, and CFOs ‚Äď all working tirelessly to minimize your taxes, boost your profits, and increase your net worth. It's a luxury that large companies enjoy, but what about small businesses like yours? We understand that having such a team in-house is simply not feasible for most small businesses. However, the need for their expertise is just as crucial, if not more so.

We are here to be your trusted outside accounting department, always ready to assist you proactively whenever you need us. When you choose our firm, you'll gain access to a dedicated bookkeeper, payroll processor, accountant, and CFO, all working in sync to provide you with unparalleled support. As we guide you through every step of the way, you'll quickly realize just how different we are from the traditional CPA firm.

At our firm, we prioritize your success and understand the unique challenges faced by small businesses. We believe that every business deserves access to top-tier accounting expertise, regardless of their size. By entrusting your accounting needs to us, you'll unlock the power of a full accounting team without the burden of maintaining an in-house staff.

 

This is all we do day in and day out...

Let us handle your financial matters, so you can focus on what you do best ‚Äď growing your business.

 

Together, we'll navigate the complex world of accounting, taxes, and financial management, ensuring that you make informed decisions that drive your business forward.

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Unlocking Your Business's Potential

Comprehensive Accounting Solutions: 

 

Series of Initial Strategy Sessions 

Collaborative sessions to understand your business goals.

 

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Guidance & Consultation 

Ongoing support and expert advice for informed decisions

 

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Tax Planning & Tax Preparation

Maximizing tax savings and ensuring compliance

 

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Accounting & Record-keeping 

Efficient management of financial records and transactions

 

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Financial Planning 

Creating a personalized roadmap for long-term financial success

 

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Series of Initial Strategy Sessions 

The first thing we do for you is a series of Initial Strategy Sessions where we do a ‚ÄėState of the Union Address‚Äô on your business including a financial and tax ‚Äėtune-up'.

Support when you need it...

Guidance & Consultation

 

As we move forward, it is crucial to maintain and monitor the tax and business strategy we have established together. Here's how the process works: on a monthly basis, you simply send us your information, allowing us to keep your records up to date and provide prompt advice. Should you have any questions or concerns in June or any other time, rest assured that we can swiftly access your financial records and provide you with accurate and timely advice. Our goal is to be there for you whenever you need us, ensuring that you receive the support you deserve.

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A comprehensive, efficient approach

Tax Planning & Tax Preparation

 

Our comprehensive service encompasses continuous tax advice throughout the year, ensuring a proactive approach to tax planning and eliminating any surprises. We take the responsibility of handling estimated tax payments, ensuring timely and accurate payments while avoiding penalties. What sets us apart is our efficiency‚ÄĒwe complete corporate tax returns in January and individual tax returns in February. By doing so, we have the opportunity in March to assess the outcomes of January and February, enabling us to strategize and plan for the remainder of the year. With our dedicated approach, you can expect a seamless tax experience that keeps you ahead of the game.

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Always "Audit Ready"

Accounting & Recordkeeping

 

When it comes to record-keeping, we maintain your records in an "audit ready" state. This means that if the IRS or any other governmental agency decides to audit you, we are prepared to sit down with them in our conference room and present them with our meticulously detailed and balanced set of records. Our commitment to providing current and accurate financial information serves as a solid foundation for your business analysis and enables us to assist you with year-round tax planning. With us, you can have peace of mind knowing that your records are in order and ready to withstand any scrutiny.

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Maximizing your financial potential

Financial Planning

 

With our holistic approach, we have a comprehensive view of your financial landscape, allowing us to provide tailored recommendations and tax-efficient plans that align with your specific goals. Our expertise extends to various areas, including retirement planning, education planning, wealth accumulation planning, emergency planning, and specific-purpose planning. We collaborate closely with your financial advisor to ensure the seamless implementation of these tax-efficient strategies. By working together, we aim to maximize your financial potential and help you achieve long-term success.

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The Game-Changing Distinction

 

"Unveiling a paradigm shift in accounting services! While traditional firms spread their expertise across various areas such as audits, divorce work, and valuations, we redefine the game. Our unwavering commitment lies solely in serving small business owners. This relentless dedication is our core essence, as we immerse ourselves in the intricacies of your business day in and day out. By narrowing our focus, we become masters of our craft, delivering unparalleled solutions designed exclusively for your success. Experience the transformative difference that sets us apart from the rest."

Our Monthly Plans and Pricing

Choose the Best Package For Your Business

Basic

$300/m

Top features

  • Monthly Bookkeeping
  • QuickBooks Online
  • Business Tax Return
  • Personal Tax Return
  • Payroll Assistance
  • Annual Tax Projection
  • Annual Tax Planning
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Advanced

$400/m

Most Popular

  • Monthly Bookkeeping
  • QuickBooks Online
  • Business Tax Return
  • Personal Tax Return
  • Payroll Assistance
  • Quarterly Tax Projection
  • Quarterly Tax Planning
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Professional

$800/m

Top features

  • Monthly Bookkeeping
  • QuickBooks Online
  • Business Tax Return
  • Personal Tax Return
  • Payroll Services
  • Monthly Tax Projection
  • Monthly Tax Planning
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  • 100% Accurate Books Guaranteed

  • 100% Client Satisfaction Guaranteed

  • Upfront, Transparent Pricing

  • No Commitments - Cancel Anytime