Are you feeling overwhelmed by the complexities of managing your business finances?
Our Pro Suite is designed to provide comprehensive financial insights and support, empowering you to make informed decisions and drive your business forward. Your monthly financial reports will provide you with timely insights into your business' performance.
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.
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.
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.
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.
Corporate Tax Return Prep
Stay compliant and stress-free during tax season. Our experts will prepare and file your corporate tax return accurately and on time, ensuring you maximize deductions while
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 business owners...
Spending More Than 5 Hours a Week on Financial Management
Don't let financial tasks eat up your valuable time. Our Pro Suite is ideal for business owners who want to streamline their financial management and focus on growing their business.
Overwhelmed and Need Help Making Educated Decisions
If you're feeling swamped with financial tasks and need guidance to make informed decisions, our Pro Suite is here to support you!