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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

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* 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.