Our Business Plans
Every company’s accounting needs are different. Some business owners want to handle their company’s accounting on their own and could use a lot of support and guidance. Others may have a bookkeeper on the payroll and still need the support and guidance from an accounting firm, especially when it involves tax matters and business planning. Business owners that are ready to take their business to the next level may be looking for a complete, turnkey outsourced solution.
We understand that every business has unique needs, which is why we offer three different plans: the Essential, Silver, and Gold Plan. Please read a general overview of each plan and comparison table below. Select which plan you feel meets the needs of your business most to learn more about that plan, and submit a short form to request a consultation.
ESSENTIALS PLAN
As a new business owner, keeping up with the accounting demands of a growing business can be difficult, so we offer various consulting, training, and support services to ensure you have the proper systems setup. Our Essentials Plan can help you select the right legal and tax entity, along with aiding in tax planning and return preparation.
SILVER PLAN
If you're looking for a firm to handle your bookkeeping and accounting needs, our Silver Package is the right choice. This package provides full-fledged bookkeeping and accounting services throughout the whole year, making sure your financial information is accurate and up-to-date. We can also customize the Silver Plan by adding additional services to your plan.
GOLD PLAN
Our Gold Plan supplies comprehensive accounting and tax services along with business advisory services that can be tailored to the needs of the customer. This package is ideal for companies that desire to implement sophisticated tax planning strategies and those that wish to elevate their business to the next level.
Comparison & Pricing Tables
| ESSENTIALS PLAN | SILVER PLAN | GOLD PLAN | |
|---|---|---|---|
| Bookkeeping | X | ✓ | ✓ |
| Bookkeeping Training | ✓ | X | X |
| Accounting Support | ✓ | ✓ | ✓ |
| Quartlery Financial Statements | ✓ | X | X |
| Monthly Financial Statements | X | ✓ | ✓ |
| Annual Tax Projections | ✓ | X | X |
| Semi-Annual Tax Projections | X | ✓ | X |
| Quarterly Tax Projections | X | X | ✓ |
| Initial Strategy Sessions | ✓ | ✓ | ✓ |
| Ongoing Strategy Sessions | X | X | ✓ |
| Entity Tax Return Preparation | ✓ | ✓ | ✓ |
| Personal Property Tax Compliance | X | ✓ | ✓ |
| Sales Tax Compliance | X | Optional Add-On | Optional Add-On |
| Bill Pay Processing | X | Optional Add-On | ✓ |
| Dedicated Support Team | ✓ | ✓ | ✓ |
| Payroll Services | Optional Add-On | Optional Add-On | Optional Add-On |
| Premium Advisory Services | X | X | Customized Add-On |
| Pricing: | ESSENTIALS PLAN | SILVER PLAN | GOLD PLAN |
|---|---|---|---|
| Setup & Initial Strategy Sessions | $1,500 | $2,500 | $5,000 |
| Monthly fee | starting at $100/week | starting at $150/week | starting at $400/week |
SERVICE ADD-ONS AVAILABLE FOR ADDITIONAL FEES:
Audit Proof - Receipt Tracker
A/P - Bill Pay
A/R - Collections
Payroll
Business Forecasting
Enhanced Reporting
Business Coaching