Small Business Plus – 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 50 employees)


What Included?

Bookkeeping Cleanup by CPA

Books out of balance? Transactions missing? Your CPA will clean it up. The first 8 hours are billed at $50/hour, with any additional hours billed at a 25% discount.

10, 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.

10 Collection Letters Per Year

With $85 charge per additional letter

Financial Document Examinations

15 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.

IRS Audit Support

Get a letter from the IRS? Unsure of what you need to do? Our CPAs can guide and advise you on how to proceed to put you on the right path with 5 hours of assistance, followed by a scaled amount of hours billed at $50/hour.

Tax Preparation

After your tax planning is complete, your CPA will provide to you 5 hours of tax preparation at $50/hour.

Ongoing Bookkeeping

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

Save 10%