(For less than $1 million in revenue and less than 100 employees)
SMALL BUSINESS BASIC
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.
