From tax filings to full-service bookkeeping, we'll work together to bring your business success.
The most cost-conscious way to leverage your books.
- Transaction coding
- Account reconciliation
- Customized management reporting & metrics
- Email & phone support
- Periodic review meetings
- Bookkeeping clean-ups
- From $400/month
MONTHLY ACCOUNTING + PLANNING
For established businesses ready to rise to the next level. The ultimate plan to leverage your books and your adviser includes all monthly accounting features (as needed) plus the following:
- Incorporate year-end planning, year-round.
- Tax projections
- Set and track milestones, KPI’s and performance metrics
- Monthly delivery of customized financial statements
- Meet quarterly with your adviser to check up on your business, evaluate results, and implement next steps.
- Adviser works seemlessly alongside in-house accounting staff or external bookkeeper, banker, and attorney
- From $1,000/month
SET-UP + Training
Do you enjoy keeping your own books but are ready to organize beyond a spreadsheet or shoebox? We can help with software selection, set-up, and training.
- Determine best accounting solution for your business
- Conversion and set-up
- Introductory training
- Inquire for a quote
Need help choosing the right plan for you, or have a unique situation?
Please call us at 816-301-4538 for a tailored consultation.