Monthly Plans

You just got started, congratulations! You are probably somewhat intimidated and unsure about how this whole business ownership works. Don't sweat it, we have your back. We will review your bookkeeping and prepare your tax compliance. As well as have year round planning conversations to make sure you are on track. 

Included:

Annual Business & Personal Tax Return

Bi-Monthly Payroll (1 Employee)

Quarterly Payroll 

Annual Payroll Reconciliation

1x Designated tax strategy meeting

Office Hours

Your business is no longer a dream and a wish. You have some respectable income and are working at getting the right team in place and expanding. This is great! You need a little more attention but probably don't need full time support. Let us save you money. We will be back office functions and provide quarterly CFO services while keeping you on track with your taxes. 

Included: 

Acorn package plus

Monthly Bookkeeping Review

Payroll accounting (2-10 emp)

Quarterly CFO

Multi state

You make some serious income and have a great team in place. Most likely have your own accounting team and are really looking for ways to optimize. We can help you think about how to pass down your generational wealth, plan for a transaction, and expand your organizational structure. 

Included:

Open for discussion

All Sapling items (as needed)

You have a great accounting team and you don't need someone to help with your books. We can take care of your income tax compliance. Let's discuss expectations and timing so we can conquer your taxes together. 

• min 1040($750)
• min 1065/1120S ($1,800)
• Tax Strategy call ($750)

Entity type consulting

New Entity Checklist

Bookkeeping Template/Initial chart of accounts in Quickbooks

Set up Payroll (if applicable) 

April - July. Call into a open forum with a group of your peers and ask your tax questions. Each session will begin with a general business/accounting topic and end with open Q&A. This is a great place to help each other and crowdsource creative solutions to your problems.  

You know about computers and apps, you probably know a lot about taxes but lets just face it, the do it yourself tax apps are terrible and it is hard to get your CPA to call you back. This deal is for you.

• 83(b) elections - Yup!
• K1s from side investment(up to 5) - no problem
• Creative ways to save on taxes - You got it!
• Bitcoin - we prefer Ethereum
• A CPA who wants to build your empire - Let's Grow!

Cost segregation is a useful way to accelerate tax deductions. It is most commonly used in real estate and upon purchase of new companies. 

Download our easy to use template and receive a video explaining how to use. 

Need more support: Schedule a 1on1 call to help you complete your first month. ($150)

Perfect for small business that has a low volume of transactions and does not want to pay for Accounting Software yet.