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 quarterly strategy meetings to help established businesses optimize their performance and maximize their profitability.
What's Included?
Weekly Bookkeeping
Leave the number crunching to us. Our team will handle all aspects of your weekly 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.
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.
Xero Subscription
Simplify your accounting with Xero. We’ll set up and manage your subscription, giving you access to a user-friendly platform for invoicing, expense tracking, and real-time financial insights.
Corporate Tax Return
Confidently file your corporate taxes with expert assistance. We’ll handle the entire filing process, ensuring accuracy, compliance, and optimization of deductions and credits. Trust us to manage the complexities so you can focus on growing your business.
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.
Package Add-Ons
Individual Tax Return
Ensure your personal taxes are prepared and filed accurately and on time. We’ll handle your individual tax return with precision, ensuring compliance with the latest tax regulations while identifying opportunities to minimize your tax liabilities. Trust us to streamline the process so you can focus on what matters most.
Identify Tax Strategies
Discover opportunities to reduce your tax burden and save money. Our experts will thoroughly analyze your financial situation, evaluate your goals, and identify tax strategies tailored to your unique circumstances. With our guidance, you’ll have a clear roadmap to optimize your tax position.
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.
Implement Tax Strategies
Turn plans into action with our hands-on approach to implementing tax strategies. Once we’ve identified the best opportunities, we’ll work with you to execute these strategies effectively. From restructuring finances to leveraging deductions and credits, we’ll ensure your tax plan delivers maximum savings and long-term benefits.
Tax Projections
Plan ahead with confidence. We'll provide tax projections to help you anticipate your tax liabilities and make strategic financial decisions.
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.