Premium Plan

Designed for scaling companies that need a Strategic Financial Parter, such as venture funded startups.

This plan starts with an In-Depth Review after which the Premium Plan begins.

In-Depth Review:

  • Review Client Financials and Accounting Records
  • Review Client Tax Returns and Tax Structure
  • Review Chart of Accounts and Locate Errors

Premium Plan:

  • Corporate Income Tax Returns Included
  • Transaction Classifications
  • Monthly Bookkeeping
  • Monthly Reconciliations
  • Monthly Profit & Loss
  • Subcontractor 1099's Prepared
  • Full Cycle Accounting
  • Payroll Setup and Processing
  • Sales Tax Calculations and Payments
  • Quarterly Tax Projections 
  • Local, State & Federal Tax Strategies 
  • Key Performance Indicators (KPIs) Monitoring
  • Budget Creation and Monitoring
  • Financial Projections
  • Business Valuations
  • Financial Ratio Analysis
  • Financial Modeling
  • 60 Minute Monthly Meeting With CPA
  • Ad-Hoc Reporting
  • and Much More!

Get Started Today!