Micro business with write up needs. This business does not need Pro-Active tax planning just year end.

  • Services Perform Quarterly
  • Quickbooks Online
  • Set-up QBO
  • Quarterly Write Up
  • Banks and Credit cards Reconciliation
  • Year-End Tax Estimation
  • Profit & Loss and Balance Sheet
  • 10 Hours of Consulting per Year
  • Year-End Tax Planning


Businesses with limited accounting procedure needs and high income owner in need of Pro-Active tax Planning.

  • Services Perform Monthly
  • Everything in Silver
  • Quarterly Estimated Tax Payments
  • Tax Research for Pro-Active Tax Planning
  • Loan Packaging Assistant
  • Worker's Compensation Audit Assistance
  • Payroll for Owner Employee
  • Tax Notices Resolution
  • Business Personal Personal Tax Preparation
  • Personal Income Tax Preparation
  • Sales Tax Reporting & Payment
  • Business Personal Property Tax Return


Companies in need to implement management procedures and monitors growth.

  • Services Perform Weekly
  • Everything in Gold
  • Accounts Payable Management
  • Accounts Receivable Management
  • Cash Flow Management
  • Tax Audit Protection
  • Software Training and Support
  • QuickBooks Support
  • Balance Sheet and Comparison
  • Profit & Loss and Comparison
  • A/R & A/P Aging
  • 1099 For 5 Sub-Contractors
  • Register Agent Services
  • 2 Key Performing Indicators


Ideal for the growing company looking to implement greater procedure management and control.

  • Services Performed Daily
  • Everything in Platinum
  • Business Planning, Budgeting and Forecasting
  • Job Costing
  • Internal control and procedures
  • Dedicated Team of 3
  • Cost reduction analysis
  • Advance Reporting
  • Marketing and Advertising strategy
  • Computer and software consultation and implementation
  • Paperless office design and implementation