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Lead with Financial Vision
Pick the perfect Tax or Financial Accounting package for your practice.
Tax Packages
Find the right package for you! We offer three options, tailored to your needs.
- Tax Return Preparation
- Quarterly tax savings newsletter
- Tax optimization checklist
- Health check-up & tax strategy calls
- Estimated quarterly taxes
- Tax payment / instalment reminders
- Tax Strategies
- Custom tax plan
- Government notice response
- Audit support
Tax Preparer
- Tax Return Preparation
- Quarterly tax savings newsletter
- Tax optimization checklistAnnual
- Health check-up & tax strategy callsMid-Year
- Estimated quarterly taxesSafe harbor
- Tax payment / instalment reminders
- Tax StrategiesEssential
- Custom tax plan
- Government notice response
- Audit support
Tax Planner
- Tax Return Preparation
- Quarterly tax savings newsletter
- Tax optimization checklistSemi-Annual
- Health check-up & tax strategy callsQuarterly
- Estimated quarterly taxesSafe harbor
- Tax payment / instalment reminders
- Tax StrategiesCustomized
- Custom tax planSemi-Annual
- Government notice response
- Audit support
Tax Strategist
- Tax Return Preparation
- Quarterly tax savings newsletter
- Tax optimization checklistQuarterly
- Health check-up & tax strategy callsMonthly
- Estimated quarterly taxesActual
- Tax payment / instalment reminders
- Tax StrategiesAdvanced
- Custom tax planQuarterly
- Government notice response
- Audit support
Financial Accounting Packages
Find the right package for you! We offer three options, tailored to your needs.
- Bookkeeping
- Financial Statements
- Dedicated Bookkeeping Team
- Bill Pay Services
- Cash Flow Forecasting
- 20/20 CFO Report
- Annual Budgeting
- CFO Strategy Sessions
Bookkeeper
- BookkeepingQuarterly reconciliation
- Financial StatementsAnnual
- Dedicated Bookkeeping Team
- Bill Pay Services
- Cash Flow Forecasting
- 20/20 CFO Report
- Annual Budgeting
- CFO Strategy Sessions
Accountant
- BookkeepingMonthly reconciliation
- Financial StatementsQuarterly
- Dedicated Bookkeeping Team
- Bill Pay Services
- Cash Flow Forecasting
- 20/20 CFO Report
- Annual Budgeting
- CFO Strategy Sessions
CFO
- BookkeepingWeekly reconciliation
- Financial StatementsMonthly
- Dedicated Bookkeeping Team
- Bill Pay Services
- Cash Flow Forecasting
- 20/20 CFO ReportKPI, benchmarking, goals
- Annual Budgeting
- CFO Strategy SessionsQuarterly