Pro Plan

Designed for established companies with needs that require a team of experts.

This plan starts with an In-Depth Review after which the Pro 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

Pro Plan:

  • 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 

Recommended Add Ons:

  • Income Tax Returns
  • 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 Quarterly Meeting With CPA

Get Started Today!