Medium Sized Business-Basic – Accountant in Your Pocket Skip to main content

The larger your business gets, the more support you'll need.

And we're here to help

Larger revenues, payroll, and taxes can get overwhelming very quickly

Get the support you need to sustain

For businesses with $1 – $10 million in revenue and 100 – 500 employees


What Included?

Budgeting & Forecasting

Get realistic estimates of how much revenue you will have and what expenses are to come. The first 5 hours are billed at $50/hour, with any hours following billed at a 25% discount rate.

5, 30-minute Consults

Need to talk to your CPA more in-depth? Utilize 5, 30 minute consultations throughout the year.

Advice and Research

Have a general question on your finances? We'll conduct the research and get you a qualified answer.

5 Collection Letters Per Year

With $85 charge per additional letter

Financial Document Examination

10 financial business documents (up to 10 pages each) examined each year (max 3 per month) with additional documents at $85 each.

25% Discount on CPA Services Outside of Benefits

Should you be audited or investigated by the IRS, your CPA will guide you. Limitations on hours do apply.

Tax Planning

Get a realistic estimate of what you'll owe in taxes each filing.

Tax Preparation

After your tax planning is complete, your CPA will provide to you 3 hours of tax preparation at $50/hour.

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