Starter Plan

Designed for early stage, pre-revenue startups or first year small businesses.

This plan starts with an In-Depth Review or Startup Setup after which the Starter 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

Startup Setup:

  • Accounting System Setup
  • Vendor and Customer Setup
  • Bank Account Setup Assistance
  • Legal Entity Review/Setup Assistance

Starter Plan:

  • App Ecosystem Recommendations
  • Quarterly Reviews
  • Quarterly Reconciliations
  • 30 Minute Quarterly Meeting With CPA

Recommended Add Ons:

  • Income Tax Return
  • Quarterly Tax Projections
  • Subcontractor 1099's Prepared
  • Payroll Review
  • Sales Tax Review
  • 60 Minute Quarterly Meeting With CPA

Get Started Today!