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THE PELOTON PLAN
Accounting Services For Small Businesses
Our Peloton Plan ensures that your small business receives the accounting and tax support it needs throughout the year. Not only can you leave your bookkeeping to us and save a significant amount of time and money, but we’ll make sure that you remain in compliance with all local, state, and federal taxes – income, property, and sales taxes. Finally, with our team in you corner, you’ll always have someone to turn to for accounting and tax advice.
WHAT SERVICES ARE INCLUDED IN THE PELOTON PLAN?
The Pelton Plan is our most popular service plan and is designed to provide all the accounting and tax services needed from a small business owner. The following are some of the services included in the Peloton Plan:
Preparation of monthly financial reports
Asset depreciation upkeep
Loan amortization upkeep
Monthly general ledger maintenance
Preparation of entity tax returns
24-hour access to a secure online portal hosting all your financial documentation
Audit and notice retainer to ensure professional representation should you be audited
We communicate with our Peloton Plan clients at least twice a year to discuss in detail the following:
Business income projections
Business tax projections
Individual tax projections
Operating Trends
Tax saving strategies
IS THE PELOTON PLAN FOR YOU?
If you need more extensive bookkeeping to ensure tax compliance and maximum tax savings and would like professional accounting and financial advice throughout the year, consider our Peloton Plan. At a minimum you will free up a lot of your time and reduce your stress knowing we are taking care of your necessary back-office functions and compliance needs. Find out if our Peloton Package suits your business’s needs by reaching out to us today.
TELL US ABOUT YOURSELF