Small Business Basic – Accountant in Your Pocket Skip to main content

Business growth begins with proper financial management

And we're here to help

82% of businesses fail from poor money management

Don't become another stat


Small Business Plans

(For less than $1 million in revenue and less than 100 employees)

What Included?

Bookkeeping Cleanup by a CPA

Books out of balance? Transactions missing? Your CPA will clean it up. The first 5 hours are billed at $50/hour, with any additional hours billed at a 25% discount.

5, 30-minute Consults

Need to talk to your CPA ? Utilize 5, 30 minute consultations throughout the year. Use these meetings for tax planning, cost mitigation, investment analysis, and so much more.

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 Examinations

10 financial business documents (up to 15 pages each) examined each year (max 3 per month) with additional documents at $85 each.

25% Discount on CPA Services Outside of Benefits

Should the service you need fall outside of your benefits plan, you can enjoy your CPA's services at a 25% discounted rate

Tax Planning

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

Tax Filing

After your tax planning is complete, your CPA will provide to you 3 hours of tax preparation at $50/hour. When proper tax planning has been done with your consults, your actual tax filing fee can be as low as $25.

Ongoing Bookkeeping

If you are needing ongoing bookkeeping services, we will assign you a bookkeeper at a rate of $45/hour.

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