.png)
Start building your financial wealth today. Contact 1-800-5040-CPA!
.png){kind=small}
Offering a robust line of products
to meet your personal and business needs
It’s like having your own accounting department
When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.
We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.
Choose the solution that is right for your business:
Includes:
Providing maximum understanding of your financial reporting
Reconciling bank & credit card accounts
Review and reclassify transactions to ensure complete accounting compliance
Monthly preparation and review of financial statement
People & Culture
Payroll Services – including weekly/biweekly preparation, submitting payroll tax payments, quarterly filings and annual required forms
Contractor & Vendor 1099’s
Selection & guidance of retirement plans, team member benefits
Tax Savings & Advisory Services
Bi-annual tax planning, utilizing comprehensive checklists.
Correspondence with tax agencies as needed
Business tax return preparation
Submission of sales tax and sales tax reports
Preparing personal business property reports
Individual tax strategies & tax preparation
*additional fees may apply
Business Clarity & Direction
General business consulting
Weekly Zoom Q&A meetings with all monthly clients
Quarterly one-on-one meetings with business owners & our leadership team
Access to 12 modules of building financial wealth available to entire team
Maximizing Profitability
Includes:
Strategic Planning & Review
Building a roadmap to an $8MILLON enterprise
SWOT & Competitor Analysis with our leadership experts
Overall business review with specific strategies and step by step checklists to help grow your business to the next breakpoint
Tax strategies & saving opportunities
Financial Assessment & Profit Maximization
Review of financial reports prepared by your internal accounting team
Evaluation of pricing strategies per product & its COGS
Assessment & creation of KPIs for your business and industry specific
Cash Management & Risk Assessments
Categorizing expenses to meet compliances
Accounts Receivables review and collection procedures
Accounts Payable policies and assessments
Monthly budgeting and forecasting guidance
Debt management
Internal controls & audits
​
Growth & Efficiencies
People, Product & Process – maximizing success
Best practices for hiring & team member retention
Associate accountability tools & incentive plans or bonus structures
General business consulting
Weekly Zoom Q&A meetings with all monthly clients
Monthly one-on-one meetings with business owners & our leadership team
Access to 12 modules of building financial wealth
Includes:
Team member & Partner
A dedicated team of experts that provide the tools, resources and guidance as your enterprise embarks on the billionaire journey!
Operations Marketing & Sales
Financial Planning & Booking Keeping
Payroll & Human Resources
Vision
Your dedicated team will work side by side with you on creating a vision for future of your business
Strategizing a step by step blueprint for your businesses individual needs to be implemented with a continued 30-60-90 plan
Creating systems that will grow your team both professionally and personally
Strategy
Weekly one-on-one meetings with business owners, your leadership team and our dedicated experts
Developing the accountability of each of your department heads and leaders to promote consistent progress and growth
Providing discipline & results
Inspire
Dedicated team of business consultants for any obstacles you may run into
Weekly Zoom Q&A meetings with all monthly clients
Access to 12 modules of building financial wealth available to entire team
Inspiring your leaders to build impactful decisions
