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Assets: Acquire many. Be one.
In any organization, financial management is key to the foundation of progression and longevity.

 

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Accounting & Bookkeeping

Tax Preparation

Tax Planning & Strategy

Clean Up & Turn Around Management

Bookkeeping & Accounting

Solo-Entrepreneur
$333-$555/month


For:
Simple Tax Planning
Low Level Complexity 
1-5 Employees/Contractors


Included:
Bookkeeping Services
Basic Payroll
Insight & Guidance Consulting
Tax Reduction Strategic Planning
Business Tax Preparation (Schedule C or 1120S for S-Corps)

Small Business
$555-$999/ month

For: 
Mid-Level Strategic Tax Planning
Multiple Accounts
5-20 Emplo
yees/Contractors

Included:
Bookkeeping Services
Basic Payroll
Insight & Guidance Consulting
Tax Reduction Strategic Planning
Business Tax Preparation (S-Corp, C-Corp, Partnerships/Multi-Member LLC)
Quarterly Development Sessions

Ascending Businesses
Established Businesses Expanding & Elevating
$1,111-$2,333+/month

For:
Complex Accounting
Higher Transactions
Outsourced Services

Included:
Bookkeeping Services
Payroll Support & Year End Filings
Quarterly Tax Reduction Strategic Planning
Business Tax Preparation (S-Corp, C-Corp, Partnerships/Multi-Member LLC and Sales Tax if applicable)
Monthly Development Sessions
Outsourced Accountant/Development Consultant

 

Non-Profit Organizations
Start-Ups
$333-$888

For:
Start Ups (Year 1-3)
0-5 Employe
es
Low-Mid Complexity for Fund Accounting

Included:
Bookkeeping Services
Chart of Accounts set up & Maintenance
Program/Project Devel
opment (Budget & Operations)
Preparation of Organization's Taxes-990N/990EZ/990

Payroll Set Up & Support

Non-Profit Organization
Established

$888-$2,333

For:
Years 3+
5+
Employees
Mid-High Complexity for Fund Accounting

Included:
Bookkeeping Services
Specialized Reporting
Chart of Accounts Maintenance

Program/Project Development (Budget & Operations)
Preparation of Organization's Taxes-99
0 EZ/990/990PF

Audit Support

Payroll Support
Grant Readiness and Writing Assistance
Outsourced Full-Service Accountant Option
Board Meeting Attendance Option

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