strategic tax & accounting packages
Signature Packages
- Entity Determination w/ tax strategy
- Business Formation (LLC / S-Corp)
- Backoffice Business Process Consulting
- Development of Accounting Policies & Procedures
- S-Corp Reasonable Compensation Analysis
start-up business consulting
Services on offer
A La Carte
- 1040 (Individual & Single Member LLC)
- 1065 (Partnerships & Multi-Member LLCs)
- 1120s (S-Corp)
- 1120 (Corporation)
- 990 (Non profit)
Tax return preparation
Everything in "The CPA Suite" Plus:
Tailored KPI & Metric Tracking & Analysis
Custom Executive Dashboard
Forecasting & Planning
Cash Flow Monitoring
Ad hoc Analysis
Annual Strategic Budget Preparation
Year-round business advisory
Accounting:
QuickBooks Online Set-up, Streamline & App integration
Monthly Bookkeeping & Account Reconciliations
Monthly Financial Statements & Custom Financial Reporting
3rd party Payroll Coordination
Monthly Meetings
Prioritized CPA communication throughout the year
QuickBooks Online Set-up, Streamline & App integration
Monthly Bookkeeping & Account Reconciliations
Monthly Financial Statements & Custom Financial Reporting
3rd party Payroll Coordination
Monthly Meetings
Prioritized CPA communication throughout the year
Tax:
Year-round Tax Planning & Strategy
Due Date Monitoring
IRS Account Monitoring & Audit Detection
24/7 Cloud Access to Secure Portal
The CFO Suite
The CPA Suite
the cpa corner
Monthly Business, Accounting and Tax Coaching for small/micro businesses
- 30 min 1:1 Monthly Meetings
- Accounting Support
- IRS Account Monitoring
- Resources/Tools
- Prioritized CPA communication
