Level 1 — Core Compliance
Includes:
annual tax return
monthly bookkeeping (basic)
monthly bank reconciliation
annual financial statement prep
email support
annual check-in
Level 2 — Growth Advisory
This package is designed for owners who seek a higher level of support, providing all Core Compliance services along with:
bookkeeping
payroll coordination
quarterly planning
quarterly financial statements
quarterly F2F data review
estimated taxes
faster support
owner guidance
Level 3 — Premium Strategic
Tailored for owners who value insight and CFO-level thinking, this level includes all Growth Advisory services as well as:
proactive tax strategy
monthly calls / meetings
monthly KPI review
entity optimization
cash flow planning
direct access
tax minimization
CFO-level thinking
Level 4 — Project Work - Fee Depends on Scope
Examples of project work may include:
cleanup of books
IRS issue response
entity conversion
multi-year catch-up
workflow redesign
setup and install computerized accounting systems
setup & install automated payroll systems
setup & install automated inventory systems