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Lead with Financial Vision
Pick the perfect Tax and 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.
- Books Reconciled
- Financial Statements
- Dedicated Accounting Team
- Bill Pay Services
- Annual Budgeting
- Cash Flow
- 20/20 CFO Report
- CFO Strategy Sessions
Accountant Hindsight
- Books ReconciledQuarterly reconciliation
- Financial StatementsQuarterly
- Dedicated Accounting Team
- Bill Pay Services
- Annual Budgeting
- Cash Flow
- 20/20 CFO Report
- CFO Strategy Sessions
Controller Insight
- Books ReconciledMonthly reconciliation
- Financial StatementsMonthly
- Dedicated Accounting Team
- Bill Pay Services
- Annual Budgeting
- Cash FlowMonitoring
- 20/20 CFO Report
- CFO Strategy Sessions
CFO Foresight
- Books ReconciledWeekly reconciliation
- Financial StatementsMonthly
- Dedicated Accounting Team
- Bill Pay Services
- Annual Budgeting
- Cash FlowForecasting
- 20/20 CFO ReportKPI, benchmarking, goals
- CFO Strategy SessionsQuarterly