THE PLANS
BOOKS & TAX
starting at- Monthly Bookkeeping up to 100 Transactions
- Monthly “Certified Close”
- Business Tax Return Preparation (1120, 1120S, 1065)
- Individual Tax Preparation for 1 ‘owner’ (additional Individual tax preparation can be added)
- Quarterly accounting meeting
- Year-End Tax Strategy
- Strategy & Planning Meeting
DATA, DESIGN, DELIVER
starting at- Monthly Bookkeeping up to 200 Transactions
- Monthly “Certified Close”
- Business Tax Return Preparation (1120, 1120S, 1065)
- Individual Tax Preparation for 1 ‘owner’ (additional Individual tax preparation can be added)
- Monthly accounting meeting
- Mid Year & Year-End Tax Strategy
- Planning Meeting (including tax projection)
- Financial Dashboard with up to 3 KPIs
FINANCIAL GOVERNANCE
starting at- Monthly Bookkeeping up to 250 Transactions
- Monthly “Certified Close”
- Budgeting & Forecasting
- Business Tax Return Preparation (1120, 1120S, 1065)
- Individual Tax Preparation for 1 ‘owner’ (additional Individual tax preparation can be added)
- Monthly accounting meeting
- Mid Year, Q3, Year-End Tax Strategy
- Strategy & Planning Meeting
- Financial Dashboard with up to 7KPIs
THE DETAILS
Books & Tax | Data, Design, Deliver | Financial Governance | |
Monthly Bookkeeping | 100 Transactions | 200 Transactions | 250+ Transactions |
Monthly "Certified Close" | Cash (Accrual of revenue only) | Cash or Accrual Basis (Tax, OCBOA, FRF for SMEs) | Cash or Accrual Accounting (any framework including US GAAP) |
Budgeting and Forecasting | N/A | N/A | Profit and Loss Annual Forecasting |
Business Tax Return Preparation | 1120, 1120S, 1065 | 1120, 1120S, 1065 | 1120, 1120S, 1065 |
Individual Tax Preparation | 1 owner/shareholder/ partner | 1 owner/shareholder/ partner | 1 owner/shareholder/ partner |
Accounting Meeting | Quarterly (1 hour) | Monthly (1 hour) | Monthly (1.5 hours) Review quarterly books, answer questions and help interpret financial data with a Senior accountant Budget versus actual CFO insight and advisory from one of our CFO-CPAs |
Tax Strategy & Planning Meeting | Year-End (2 hours) | Mid Year & Year-End (3 hours) | Mid Year, Q3, & Year-End (5 hours) |
Financial Dashboard | N/A | 3 KPIs | 5 KPIs |
MONTHLY “CERTIFIED CLOSE”?
Unlike basic bookkeeping services, we perform monthly balance sheet adjustments under the supervision of a Certified Public Accountant. Appropriate monthly close of the balance sheet ensures that your books are telling an accurate story of your business and removes any bad or inaccurate data that could be distorting your finances.
TAX STRATEGY & PLANNING MEETINGS
We will check in on taxes and discuss key events, transactions, and changes in your business. During this meeting we will set a tax strategy during the year to avoid tax-time surprises, plan to capture year end opportunities, and stay up to date on developments brought to you by our tax experts in a format customized for your business.
NEED SOMETHING MORE CUSTOMIZED?
We know that one size does not fit all. We offer customized services that help you get exactly what you need. Contact us today to find out how we can customize a plan that’s right for you and your business.