Our Small Business Package is designed to move all the peripheral work out of your way so you can spend your time on your core business and build a successful business. It is a value packed one-stop-shop arrangement with a reasonable and fixed monthly fee. The Small Business Package includes accounting, business tax preparation and planning, individual tax preparation and planning, payroll setup and assistance with payroll questions, sales taxes (if applicable), business property tax filings, and other small business services as a bundled arrangement. This arrangement is very popular with our small businesses and provides them not only with peace of mind, but also with effective reports to run their business with.
Our Small Business Package provides you with clarity in your business model and as a result your decisions will be more time efficient.
Because of this comprehensive approach, we will know your business model and needs, so you do not spend time calling multiple people for different business needs in a disconnected way. The Small Business Package ensures that you receive a 360-degree, high quality service from an experienced accounting firm, while you minimize your time requirements. The accounting package includes the following services:
Monthly Accounting and Bookkeeping
Business Income Tax Preparation & Planning, including quarterly tax estimates
Payroll Services
Sales taxes
Property tax filings
Other services such as annual filings with your state
Unlimited discussion of your routine business questions with no additional fees
Reduces your costs due to the efficiencies of bundled services.
Allows you to spend time on your business operations, core operations and development rather than on professional work that you are not familiar with.
Results in a high quality of work due to having a more comprehensive understanding of your business through a professional firm.
Have a designated accountant who knows all three areas of your business well. If your business does not need all components of the business package, we can design a program that provides only the services that you need.
See trends, data visualization, KPIs
Vendors and customers analysis
Find answers to our question about our consulting coverage options" to “Find answers to your questions about our tax preparation and planning services.
We'd like to hear more about your tax or accounting situation.
Evidence shows that businesses that use accounting data effectively do much better in revenue growth and profitability. Further, business owners who use accounting reports have a distinct advantage over their competitors.
The reports from your accounting system help make informed business decisions by analyzing trends, boosting revenue, and cutting costs to improve profitability. They also aid in tax planning to minimize your annual tax bill.
Our competitive advantage is our focus on using the accounting system as your strategic partner, providing valuable insights for better decision-making and enhanced profitability.
Our firm’s pricing is structured to deliver high value at a reasonable price. Our value proposition is appealing for that reason. Each business has unique needs, and we will determine the pricing that best fits your business during our initial meeting.
A Certified Public Accountant (CPA) is a licensed professional with deep expertise in accounting and taxation. Hiring a CPA for your small business ensures compliance with tax laws, accurate financial reporting, and strategic financial guidance to grow your revenue, profitability, and net worth. It also helps you perform tax planning to minimize your tax bill.
CPAs specialize in tax preparation as well as planning, ensuring that your business complies with tax regulations and takes advantage of available deductions. They navigate complex tax codes to minimize your tax liability and optimize your financial position.
Accountants offer a range of services, including small business accounting, bookkeeping, financial statement preparation, payroll processing, and advisory services. They help businesses maintain accurate financial records and make informed financial decisions.
Bookkeeping involves recording daily financial transactions, while small business accounting encompasses a broader scope, including financial analysis, budgeting, and strategic planning. Accountants use bookkeeping data to provide a comprehensive financial overview.
Tax planning is critical because it redirects cash flow from paying taxes to increasing the business owners’ net worth. 40% of small business owners overlook year-round tax planning, which leads to unnecessary tax burdens. CPAs develop proactive tax plans that consider credits, deductions, and legal structures to minimize your tax liability.
Proactive tax planning allows small businesses to identify opportunities for tax savings, reduce financial risks, and enhance overall financial performance. CPAs help businesses take full advantage of tax changes as well as existing tax benefits offered to small business owners.
Look for a CPA with expertise in small business accounting, tax planning, and relevant industry experience. Consider their reputation, credentials, and commitment to staying updated on tax regulations to ensure comprehensive and reliable services. In a survey by Intuit, 89% of small business owners reported they are more successful when working with a proactive accounting professional (not just at tax time).
Yes, CPAs provide holistic financial reporting and business strategic services, including budgeting, forecasting, and virtual CFO services. Their expertise extends beyond taxes to help small businesses achieve long-term financial goals and business succession/exit strategies.
