GOLD

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

  • Services Perform Quarterly
  • QuickBooks Online Software
  • Sales Tax
  • Quarterly Write Up
  • Banks and Credit cards Reconciliation
  • Year-End Tax Estimation
  • Profit & Loss and Balance Sheet
  • 5 Hours of Consulting per Year
  • Year-End Tax Planning
  • Register Agent Services
  • 2 Person Team

PLATINUM

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

  • Services Perform Weekly or Monthly
  • Everything in Gold
  • A/R & A/P Management
  • Cash Flow Management
  • Job Costing
  • Tax Notice Resolution
  • Prior Year-End Tax Planning
  • Quarterly Tax Estimation
  • Payroll for Owner Shareholder
  • 1099 & W-2 Reporting
  • 10 Hours Per Year of Consulting

DIAMOND

Companies in need to implement management procedures and monitors growth.

  • Services Perform Weekly or Daily
  • Everything in Platinum
  • Budgeting & Forecasting
  • Internal Control & Procedures
  • Advance & Key Performing Indicator Reports
  • Software Training & Support
  • Paperless Office Design and Implementation
  • Unlimited Consulting
  • W-9 Maintenance
  • 3 Person Team