strategic tax & accounting packages
Signature Packages
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
Quarterly Loom video walk-through of Financial statement performance
3rd party Payroll Review & W2/1099 Filings
QuickBooks Online Set-up, Streamline & App integration
Monthly Bookkeeping & Account Reconciliations
Monthly Financial Statements & Custom Financial Reporting
Quarterly Loom video walk-through of Financial statement performance
3rd party Payroll Review & W2/1099 Filings
Tax:
Year-round Tax Planning & Strategy
Business & Personal Income Tax Returns
Due Date Monitoring
IRS Account Monitoring, Audit Detection, & IRS Notice Response
24/7 Cloud Access to Secure Portal
Prioritized CPA communication throughout the year
The CFO Suite
The CPA Suite
Ready to Elevate your accounting experience? Let's connect
- 1040 (Individual & Single Member LLC)
- 1065 (Partnerships & Multi-Member LLCs)
- 1120s (S-Corp)
- 1120 (Corporation)
TAx Preparation
Services on offer
A La Carte
- Entity Determination w/ tax strategy
- Business Formation
- Backoffice Business Process Consulting
- Development of Accounting Policies & Procedures
start-up business consulting
- Business Insights utilizing Business intelligence (BI) tools
- Custom Tableau Dashboards
