SMALL BUSINESS ACCOUNTING

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We Help You Take Control of Your Finances so You Can Focus on Your Business
We’re accountants and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning.
That’s why we’re here.
Leave the Accounting to Us.
When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.
Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

PLATINUM ACCOUNTING
INCLUDES EVERYTHING IN THE GOLD PACKAGE PLUS:
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Monthly Financial Reports (including cash flow)
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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).
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Reports by the 15th

GOLD ACCOUNTING
INCLUDES EVERYTHING IN THE BASIC PACKAGE PLUS:
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Monthly Accounting* Includes 2+ third-party apps. Modified accrual accounting.
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Sales Tax Filing
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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. -
WC Audit Reports
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Reports by the 20th

BASIC ACCOUNTING
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Monthly Accounting* Includes one third-party app. Monthly financial reports. Modified cash accounting. (No sales tax)
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1099 Management and Filing
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Tax Planning & Strategy
Consultation (annually) -
Business Tax Preparation
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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
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Ideal for lower-use entities and holding companies with 4+ child entities.
Strategic tax planning
and financial forecasting
Business tax returns
Profit statements
and balance sheets
Accounting systems set-up
Chart of Accounts and General Ledger