Silver Package
Ideal for businesses in the early stages that need basic control and tax compliance.
Monthly and Annual Package
-
Basic monthly bookkeeping
-
Direct communication regarding transactions
-
Use of the accounting system (license paid by the client)
-
Corporate tax preparation
-
Basic review of licenses and permits
-
Strategic tax planning
-
Payroll management
-
Ongoing audit advisory
-
IRS account monitoring
Silver
Gold Package
Designed for business owners seeking strategy, tax efficiency, and comprehensive professional support. This package offers the best balance between price and value. Includes everything in the Silver Package, plus:
Monthly and Annual Package
-
Includes everything in the Silver Package, plus:
-
Personalized strategic tax planning
-
IRS account monitoring
-
Full payroll management
-
Renewal of business licenses and permits
-
Year-round strategic support
Gold
Diamond Package
For companies with high volume or multiple entities requiring intensive attention and advanced reporting.
Monthly and Annual Package
-
Includes everything in the Gold Package, plus:
-
Customized quarterly financial reports
-
Monthly 1:1 consulting with the CFO
-
Annual internal audit
-
Priority support in less than 24 hours
-
Direct representation before the IRS in complex cases
DIAMOND