Small Business Premium – 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

Books out of balance? Transactions missing? Your CPA will clean it up. The first 12 hours are billed at $50/hour, with any additional hours billed at a 25% discount.

15, 30-minute Consults

Need to talk to your CPA ? Utilize 15, 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.

15 Collection Letters Per Year

With $85 charge per additional letter

Financial Document Examination

20 financial business documents (up to 15 pages each) examined each year (max 5 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 10 hours of assistance, followed by a scaled amount of hours billed at $50/hour.

Ongoing Bookkeeping

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

Tax Preparation

After your tax planning is complete, your CPA will provide to you 5 hours of tax preparation at $50/hour. When proper tax planning has been doing with the consults, the filing can cost as low as $25.

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