Nine service lines and three plans that build on each other — so the back office grows at the same pace the business does.
Each tier contains everything in the tier before it. Nothing is rebuilt when you move up.
The foundation: reconciled accounts, monthly reporting, planning and a return you can stand behind.
Everything in Basic, plus a fully handled payroll function.
The full back office, with quarterly and year-end reviews of your key performance indicators.
Reconciled accounts, monthly reporting, planning and tax preparation.
Everything in Basic, plus a fully handled payroll function.
The full back office with quarterly KPI reviews.
We use Refund Advantage as our third-party financial institution to secure the most expeditious return at the best possible rate to the client.
We pride ourselves on encouraging patience, and discourage high interest-rate third-party lending for income tax refund loans.
We look for all possible deductions to reduce both your individual and your business tax bill.
Filed electronically and tracked, with an assessment appointment available before the season gets busy.
Take one, take a plan, or take the whole back office.
Accurate financial reporting and insights for better decisions. Monthly statements, budget reports and reconciliations that actually balance.
Stay organised with precise, up-to-date records. Bills, payments, card expenses, receipts, expense reports and contractor 1099s.
Strategic tax planning to minimise liabilities and maximise savings — decided during the year, not discovered in April.
Timely and accurate tax returns for individuals and businesses, e-filed, with every available deduction pursued.
Reliable payroll processing so you can focus on growth: agency remittance, payroll tax returns, W-2s, garnishments, electronic pay records.
IRS negotiation and resolution with confidence. Representation when a notice, an audit or a balance needs answering.
High-level financial strategy without the full-time cost. Virtual CFO oversight, forecasting and the KPI review that follows it.
We make it easy to start your business the right way — entity choice, filings, notary and the first set of books.
Operational support and solutions to help your business grow, including business planning, consulting and grant writing.
A token of appreciation for the loyalty, trust and support of our clients. Sign up for any of the services we offer.
If you have no employees on payroll, the Basic Plan usually covers it: reconciliations, monthly statements, budget reports, tax planning and tax preparation. Add Premium when you start running payroll, and Gold when you want the day-to-day bookkeeping off your desk entirely. The one-hour business needs assessment exists to answer exactly this.
Both. Individual income tax e-filing is its own service, and there is a dedicated one-hour individual tax assessment you can book. We look for all possible deductions on individual returns the same way we do on business ones.
It means appointments are available outside the standard nine-to-five, including evenings and weekends. Most owners cannot close the shop to sit with an accountant mid-afternoon, so we do not ask them to.
Yes. Reconciling electronic transactions into QuickBooks is part of the account reconciliation work included from the Basic Plan upwards.
Enrolled Agent services cover IRS negotiation and resolution. Bring the notice to a business tax assessment and we will tell you what we would do about it.
Book the one-hour business needs assessment. We will look at what you have and tell you honestly what you need.
