Are you ready to take your business to the next level with comprehensive financial analysis and strategic tax planning?
Our Elite Suite offers advanced financial insights and tailored tax strategies to help established businesses optimize their performance and maximize their profitability.
What's Included?
Monthly Bookkeeping
Leave the number crunching to us. Our team will handle all aspects of your monthly bookkeeping, including reconciling your bank and credit card statements, classifying transactions, and ensuring accuracy.
Quarterly Meetings
We'll review and discuss your financial statements, assess your key performance indicators, and provide valuable insights to help you understand how to use your financial data to improve the bottom line.
Payroll Setup + Training/Support
We will assist in setting up your payroll with our partner ADP and train you on using it. Your payroll taxes and quarterlies will be will automatically paid and filed along with W2’s at year end.
Key Performance Indicators (KPIs)
Gain a deeper understanding of your business's performance metrics with our KPI analysis, and see how you measure up against businesses of similar size in your industry to identify areas of improvement.
Monthly Financials
Gain insight into your business's financial health. We'll prepare monthly balance sheets and profit and loss statements to help you track your finances and make informed decisions.
Revenue and Expense Analysis
Get a clear picture of your revenue sources and expenses to identify opportunities for growth and cost savings.
Email and Call Support
Need assistance? We've got you covered. Our team is just a call or email away, with a 24-48 hour response time to address any questions or concerns you may have.
Tax Projections
Plan ahead with confidence. We'll provide tax projections to help you anticipate your tax liabilities and make strategic financial decisions.
Cash Flow Analysis
Gain a deep understanding of your business's cash flow dynamics with our cash flow analysis. We'll help you identify areas of strength and opportunities for improvement to ensure optimal cash management.
Identify Tax Strategies
Minimize your tax liabilities and maximize your tax savings with our expert tax planning services. We'll analyze your financial situation and identify applicable tax strategies to help you keep more of your hard-earned money.
But wait, there's more! We also offer individual tax returns starting at $495, corporate tax returns starting at $1,500, and personalized tax strategies billed at a percentage of tax savings to help you maximize your financial efficiency.
This package is for established businesses...
Looking for In-Depth Analysis & Implementation of Tax Planning
If you're a well-established business seeking advanced financial analysis and strategic tax planning, our Elite Suite is tailored to cover all of your needs.
Owing More Than $10,000 in Taxes After Filing
If you owed a substantial amount in taxes after filing, we can help you plan better and reduce your tax liabilities.
Operating for 5+ Years with Annual Revenues of $750,000+
If you have been in business for over five years and are generating significant revenue, our Elite Suite offers the comprehensive support you need to optimize your finances.
Feeling They are Paying More in Taxes Than Necessary
If you've always felt that you were paying more in taxes than you should, our expert tax strategies can help you minimize your tax burden and maximize savings.