BASIC
$500
EVERY MONTH
Manage up to 3 business accounts
Monthly reconciliation
Preparation of financial statements
Monthly video analysis to explain reporting package
Prepare annual budget
CFO Support
Support available via Client Portal
Work directly with your outside tax preparer/CPA
Essential
$700
EVERY MONTH
Manage up to 3 business accounts
Monthly reconciliation
Preparation of financial statements
30-minute monthly meeting to discuss reporting package
Prepare annual budget
CFO Support
Support available via Client Portal
Work directly with your outside tax preparer/CPA
Luxury
$1,350
EVERY MONTH
Manage up to 3 business accounts
Monthly reconciliation
Preparation of financial statements
1-hour monthly strategy meeting
Prepare annual budget
CFO Support
Support available via Client Portal & Phone
Work directly with your outside tax preparer/CPA
Tax Planning and Preparation
Perfect for small businesses. We’ll support you all year, proactively planning your taxes.
BOOK CONSULTATIONBusiness formation
The business structure you choose influences everything from day-to-day operations, to taxes and how much of your personal assets are at risk. Let us help you choose a business structure that gives you the right balance of legal protections and benefits.
BOOK CONSULTATIONPayroll Services
ADP is now servicing our client’s needs for payroll, employee handbooks, background checks, contractor agreements, 1099s, pay stubs, etc.
BOOK CONSULTATION