STEP 1: GETTING STARTED
After you choose a plan below, your dedicated CPA will schedule a call to say hi and go through the onboarding process which involves discussing the current state of your business and onboarding or setting up of your accounting and selling platforms
Monthly/weekly/daily Accounting and Advisory
Full Service accounting, reporting, and consulting package by dedicated CPAs
Cost of goods sold calculations (FIFO & landed cost)
Sales Tax Reporting
Income tax Preparation and Strategy*
Software suite integration (Tax Jar, Gusto, Xero, QBO, and more)
IRS & State Audit Defense
* Due to the unique nature of each individual/business's tax dynamics, it would be infeasible & cost prohibitive (for both of us) to include tax preparation fees in a flat monthly agreement. However, as we will be taking care of the accounting on a monthly basis, most of the work, uncertainties, estimates, adjustments, involved with tax compliance are eliminated allowing us to provide you with the best fee possible and well below market price.
1 hour Consultation$100100$When you don't need ongoing services but have a concernValid for one week
- To discuss an issue or idea
- To form a legal entity
- To register with IRS and State for sales and employment tax
- Anything else
STEP 2: RELAX!
We'll take it from here. You can rest assured that your business is in good hands so that you can focus on business operations, family time, mindlessly scrolling through social media, WHATEVER!
Use the Chat Option in the lower right