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One Service Includes Everything
Get a Full Accounting Team for a Fraction of the Cost
For the cost of a part time admin, you can get tax planning, bookkeeping, payroll and year-end tax returns. Because every business is different, we build a flat monthly fee around your exact needs—no surprise add-ons, no timed-based fees.
We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.
Provide an in-depth analysis of your taxes, financial situation and accounting system.
We'll create a comprehensive tax reduction plan for the current year and the future, identifying how to keep more of what you make.
We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.
We'll set you up on the best payroll, and either run it for you or equip your staff to do it.
We'll pay in your taxes throughout the year according to the tax plan, which eliminates year end surprises. Never overpay or build up a huge tax bill.
We'll provide monthly or quarterly reports and management dashboards for key performance indicators.
We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.
We'll close out your books and perform high levels of year end reporting.
We'll make year end tax season a breeze since we've done all the bookkeeping, tax payments & tax plans.
We'll prepare & file your taxes.
We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.
