
YOUR PARTNER IN BOOKKEEPING
WE EXTEND VALUE THROUGH:
Comprehensive services packages include: monthly accounting, sales tax filings, 1099s, annual tax advisory, and business tax return filing with K-1s.
Our goal is to provide comprehensive services for all our clients!
BUSINESS ADVISORY SERVICES
BOOKKEEPING SERVICES
TAX SERVICES
PAYROLL SERVICES
PLATINUM ACCOUNTING
INCLUDES EVERYTHING IN THE GOLD PACKAGE PLUS:
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Weekly Accounting Specialist Check-in: designed to keep your books in perfect order.
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Monthly Accounting Business Partner (ABP) Check-in: an opportunity to gain valuable, high-level insights about your financials and cash flow analysis. Designed for owners who want actionable insights to drive success.
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Fathom Dashboard and training for custom reports, KPI’s, cash flow analysis, and consolidated reporting (for multiple entities).
- Biannual Tax Planning & Strategy Consultations
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Reports by the 15th
GOLD ACCOUNTING
INCLUDES EVERYTHING IN THE SILVER PACKAGE PLUS:
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Assigned Accounting Business Partner: High-level financial oversight, quarterly check-ins to align financial strategy with business goals, feedback regarding target KPIs, industry benchmarks, and best practices.
- Tax Planning and Strategy Consultation (annually)
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Business Tax Preparation
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Reports by the 20th
SILVER ACCOUNTING
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Bricks & Minifigs Accounting*: Monthly Financial Reports, Benchmarking & Trend report, Full Accrual Accounting
- Sales Tax Filing
- WC audit reports
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1099 Management and Filing
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Support: Accounting Specialist Monthly 15 min Book Review: designed to keep your books in perfect order.
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Reports by the 25th
- Tax-ready Books (to pass on to your tax preparer)
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*Bricks & Minifigs Accounting includes monthly categorization & reconciliation of books, journal entries to break out revenue by source, and
inventory entries if desired. Includes franchise reporting.
Includes up to 4 accounts with under 200 transactions total per month, (+$25 each additional account)

