A La Carte Accounting &
Small Business Packages
Tailored Tax and Financial Services Plans for Small Businesses and High Net Worth Individuals
Just a handful of the many services we provide for our clients...
Over 130 tax strategies to minimize liability
Monthly P&L / Balance Sheet / Income Statement
Monthly compliance 'mini' audits
Tax plan administration and implementation
Quarterly Estimated Payments
Corporate tax return preparation
Individual tax return preparation
Monthly one-on-one meetings
Comprehensive business plans
Cash flow / expense forecasting
Business credit building and management
QBO Bookkeeping
Payroll management
Scaling forecasting and tracking
Startup planning and execution
Exit strategies
Job costing
Lead and client tracking
Marketing KPI tracking
Monthly social media marketing templates
Business entity filings
S-Corp election
Business dissolution
Audit representation
And more...
