Monthly Bookkeeping: Precise monthly management and organization of financial transactions
Deliverables by the 20th: Expected delivery of financial review and statements
Up to 4 Bank Accounts: Efficient management of up to four bank accounts
Up to 4 Credit Cards: Seamless handling of up to four credit card accounts
Monthly CPA Financial Review via Zoom: Informative, in-depth financial reviews monthly aligning goals
Unlimited Phone & Email Support: Constant support and guidance from support team
Business Credit & Financing Advisory: Access to strategy for credit literacy and funding success
1099 Filing (2 Included): Accurate reporting and filing of contractor and vendor payments
Personal Tax Preparation & Filing: Professional preparation of personal tax returns
Business Tax Preparation & Filing: Accurate and compliant business tax preparation
IRS Audit Support: Expert support and guidance for audit assistance
Daily Bookkeeping: Accurate daily tracking and recording of financial activity
Deliverables by the 15th: Expected delivery of financial review and statements
Unlimited Bank Accounts: Comprehensive management of unlimited bank accounts
Unlimited Credit Card Accounts: Fully scaled management of unlimited credit card accounts
Monthly CPA Financial Review View via Zoom: In-Depth monthly financial reviews to align goals
Unlimited Phone & Email Support: Consistent support and guidance from support team
Business Credit & Financing Advisory: Effective strategy and literacy to maintain and obtain credit and funding
1099 Filing (5 Included): Seamless reporting and filing for contractor and vendor payments
Personal Tax Preparation & Filing: Tailored personal tax solutions
Business Tax Preparation & Filing: Expert business tax filing ensuring accuracy and compliance
IRS Audit Support: Knowledgeable support assistance for audits
IRS Representation and Audit Defense: Professional representation for Audits
Unlimited CPA Advisory Meetings: Unlimited access to CPA for Advisory
Virtual CFO Advisory: Executive financial oversight and guidance for business operations
Payroll Support (Add’l fees apply for 10+EEs ): Compliant and efficient guidance of payroll needs
Annual Business Registration (State Fees Apply): Simple SOS business renewal submission
Annual Tax Planning: Effective tax strategies to enhance financial efficiency
Quarterly Estimated Tax Payment Handling: Precise calculations and payment submission of quarterly tax
Full Tax Projection & Financial Goal Setting: Comprehensive tax forecasting aligned with financial goals
