Running a business is demanding enough without the added stress of juggling bookkeeping, tax deadlines and financial reports. That's why our annual accounting packages are designed to give you complete financial coverage for the year — everything you need, bundled into one simple plan.
What's Included:
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Monthly bookkeeping and financial reports
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Sales tax filings (where applicable)
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1099 filings
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Annual business tax return
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Annual tax planning and strategy session included in most packages
Why Businesses Love the 12-Month Packages
- 1. Simplified Budgeting
- No more unpredictable tax-season bills. With fixed monthly payments, your costs stay consistent all year long — making it easier to plan, budget, and avoid surprises.
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- 2. Proactive Financial Management
By maintaining your books each month, we can identify potential issues early, keep your records spotless, and ensure tax season is smooth and stress-free.
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- 3. Year-Round Tax Strategy
Tax planning isn’t just a one-time task. Our annual strategy sessions help you throughout the year, so you can strategize with our team and make informed decisions to reduce your tax liability.
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- 4. Concierge-Level Support
- Our package clients get more than basic bookkeeping — they get priority access and proactive outreach from our team. We’re not just here to react when problems arise; we’re here to anticipate your needs and guide you forward.
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- 5. A True Partnership
We believe great accounting is built on communication. If something isn’t working perfectly, we want to know. That’s how we continue to improve and deliver the best possible experience for your business.
Peace of Mind, All Year Long
When you choose our 12-month accounting package, you’re choosing peace of mind. You’ll have a trusted team that knows your business, looks out for your best interests, and keeps you on track through every season — so you can focus on what you do best: growing your business.
Ready to simplify your finances and gain a true accounting partner? Get in touch with us today to learn how our 12-month package can make a lasting difference for your business.