Core Service Plan

We understand the challenges and complexities that come with running a business while also relying on it for your family income. That’s why we’ve developed our comprehensive Core Service Plan – a tailored solution designed to meet the unique needs of businesses in this situation. By merging essential financial services into one cohesive plan, we provide you with the support and guidance you need to thrive at a predictable cost well below the range of other options.

What’s Included in Our Core Service Plan?

• Weekly Bookkeeping: Keep your financial records accurate and up-to-date with our weekly bookkeeping services. We’ll handle transaction posting and reconciliation, ensuring that your books reflect the true financial health of your business.
• Monthly Reports and Metrics Meeting: Gain valuable insights into your business performance with our monthly reports and metrics meetings. We’ll review key financial metrics, discuss trends, and identify areas for improvement, empowering you to make informed decisions that drive growth and profitability.
• Quarterly Tax Planning: Stay ahead of your tax obligations with our quarterly tax planning services. Our tax experts will help you minimize your tax liability, identify tax-saving opportunities, and ensure compliance with changing tax laws and regulations.
• Annual Income Tax Preparation: Simplify tax season with our annual income tax preparation services. We’ll prepare and file your business and personal tax returns accurately and efficiently, maximizing deductions and credits while minimizing your tax burden.

Why Choose Our Core Service Plan?

• Comprehensive Coverage: Our Core Service Plan combines essential financial services into one convenient package, saving you time, effort, and resources. With everything you need in one place, you can focus on running your business with confidence.
• Tailored Solutions: We understand that every business is unique. That’s why we customize our services to fit your specific needs and circumstances. Whether you’re a sole proprietor, small business owner, or family-run enterprise, we’ve got you covered.
• Expert Guidance: Our team of experienced professionals is here to provide you with expert guidance and support every step of the way. From bookkeeping to tax planning, we’ll help you navigate the complexities of business finance with confidence and ease.
• Peace of Mind: With our Core Service Plan, you can rest easy knowing that your financial affairs are in good hands. We’ll handle the details so you can focus on what matters most – growing your business and providing for your family.

Enhanced Service Plan

Elevate your business to new heights with our Enhanced Service Plan, designed to provide comprehensive support and strategic guidance tailored to your unique needs. Building upon the Core Services Plan Elements, our Enhanced Service Plan offers the following additional features:

• Weekly Meetings: Stay on track with regular weekly meetings covering budget reviews, metric analysis, tax planning updates, and strategic discussions to drive your business forward. This is essential for businesses that are moving quickly through growth processes and both seeking and tracking change.

• Fractional CFO Services: Gain access to a dedicated Fractional CFO, starting with a 5-hour/month plan block for in-depth financial analysis, strategic planning, and decision-making support. The value of having a virtual or fractional CFO is far beyond the cost at those points in your business growth process where you are taking new ground or encountering uncharted territory.

• Daily Bookkeeping Cycle: Ensure accuracy and timeliness in your financial records with a daily bookkeeping cycle, providing real-time insights into your financial health. The volume of transactions and need for timely accuracy are essential for larger revenue and transaction businesses.

• Accounts Payable & Accounts Receivable Support: Streamline your financial operations with dedicated support for accounts payable and accounts receivable, ensuring smooth cash flow management. Don’t pay employee wages or distract your non-finance team members with this work. We will take this burden off your plate and make it a streamlined process.

• Slack Communication Integration: Enhance collaboration and communication with seamless integration of Slack, allowing for quick and efficient exchange of information and updates between our team and yours.

With our Enhanced Service Plan, you’ll receive the personalized attention and comprehensive support necessary to drive growth, optimize financial performance, and achieve your business goals. Let us help you take your business to the next level.

Get Started Today

Ready to streamline your financial management and take control of your business’s future? Partner with us through our Core or Enhanced Plans or even a custom plan fit right for you. Contact us today to learn more about our offerings and schedule a consultation. Let us be your trusted partner in success, supporting you every step of the way.