STEP#1:

Business Diagnostic & Tax Strategy Intensive

One-Time Engagement | $3,000

Gain clarity, uncover hidden opportunities, and create a roadmap for greater profitability and tax efficiency.

Our Business Diagnostic & Tax Strategy Intensive is a comprehensive review designed for business owners who want more than tax preparation. We take a deep dive into your financials, tax position, business structure, cash flow, and growth strategy to identify opportunities that can increase profits, reduce taxes, and improve long-term business performance.

STEP#2

• Pay $475 Monthly [1-2 bank/credit card accounts & under 50 transactions per month]
• Pay $750 Monthly [2-4 bank/credit card accounts & 50-150 transactions per month]
• Pay $1,150 Monthly [4+ bank/credit card accounts & 150-300 transactions per month]

Most business owners don't have a bookkeeping problem—they have a visibility problem.

When your financial records aren't current, it's difficult to know where your business stands, how much to set aside for taxes, or whether you're missing opportunities to reduce what you owe.

This CPA-led system combines bookkeeping, tax preparation, tax planning, and ongoing support into one streamlined service designed to help you stay organized, compliant, and financially confident year-round.

YOUR COMPLETE BUSINESS FINANCIAL FOUNDATION

• Full-service quarterly bookkeeping, including bank and credit card reconciliations, cash balance tracking, expense reimbursement reports, and audit-ready customized financial reports
• Federal and state business tax return preparation and filing
• Federal and state personal tax return preparation and filing
• Annual Business Tax Reduction Plan designed to identify potential tax-saving opportunities
• Quarterly estimated tax calculations and payment guidance
• Accounting software subscription included
• Audit-ready records maintained securely year-round
• Ongoing email support from a CPA-led team
• 24/7 secure client portal access for document sharing and storage

WHY BUSINESS OWNERS CHOOSE THIS BUNDLE

• Eliminate tax season surprises with proactive year-round planning
• Stay organized with accurate, up-to-date financial records
• Gain visibility into your business performance and cash flow
• Reduce compliance risks with audit-ready documentation
• Receive guidance on quarterly tax payments and tax-saving opportunities
• Spend less time managing paperwork and more time growing your business

THE RESULTS

A more organized business, greater confidence in your numbers, fewer tax-related headaches, and a trusted CPA-led system working behind the scenes to help keep your business on track year-round.

STEP#1 

Business Diagnostic & Tax Strategy Intensive

One-Time Engagement | $3,000

Gain clarity, uncover hidden opportunities, and create a roadmap for greater profitability and tax efficiency.

Our Business Diagnostic & Tax Strategy Intensive is a comprehensive review designed for business owners who want more than tax preparation. We take a deep dive into your financials, tax position, business structure, cash flow, and growth strategy to identify opportunities that can increase profits, reduce taxes, and improve long-term business performance.

STEP#2

• Pay $950 Monthly [1-2 bank/credit card accounts & under 50 transactions per month]
• Pay $1,250 Monthly [2-4 bank/credit card accounts & 50-150 transactions per month]
• Pay $1,450 Monthly [4+ bank/credit card accounts & 150-300 transactions per month]

Most business owners don't need another bookkeeper—they need a trusted financial partner.

This comprehensive CPA-led solution combines bookkeeping, tax preparation, tax reduction strategies, financial reporting, and year-round advisory support into one integrated system designed to help you stay organized, reduce tax surprises, and gain complete visibility into your business finances.

YOUR COMPLETE BUSINESS GROWTH SYSTEM

• Full-service monthly bookkeeping, including bank and credit card reconciliations, cash balance tracking, expense reimbursement reports, and audit-ready customized financial reports 
• Full-service payroll processing for all owners and employees, including direct deposit, payroll tax filings, Forms W-2, W-3, and 1099 preparation and filing
• Monthly or quarterly sales tax filings for one state or taxing jurisdiction
• Annual business tax returns + integrated personal tax filing for the owner 
• Quarterly estimated tax calculations and payment guidance
• Annual Business Tax Reduction Plan
• Full implementation of tax-saving strategies identified throughout the year
• Proactive tax advisory and ongoing tax assessments
• Customized Profit & Loss Statements and Balance Sheets
• Accounting software subscription included
• Audit-ready records maintained securely year-round
• Ongoing email support
• 24/7 secure client portal access for document sharing and storage

WHY BUSINESS OWNERS CHOOSE THIS BUNDLE

• Stop wondering how much you'll owe in taxes
• Identify and implement tax-saving opportunities throughout the year
• Maintain clean, organized, audit-ready financial records
• Gain visibility into profitability and cash flow
• Make decisions using accurate financial data—not guesswork
• Reduce compliance risk and avoid costly surprises
• Save time by consolidating bookkeeping, tax preparation, tax planning, and advisory support under one CPA-led system

THE RESULTS

More financial clarity. More tax-saving opportunities. More confidence in your numbers.

Instead of reacting to your finances at tax time, you'll have a proactive system working year-round to help you stay organized, compliant, and positioned for growth. This is more than bookkeeping—it's a complete financial management solution designed to help your business operate smarter and keep more of what it earns.

STEP#1:

Business Diagnostic & Tax Strategy Intensive

One-Time Engagement | $3,000

Gain clarity, uncover hidden opportunities, and create a roadmap for greater profitability and tax efficiency.

Our Business Diagnostic & Tax Strategy Intensive is a comprehensive review designed for business owners who want more than tax preparation. We take a deep dive into your financials, tax position, business structure, cash flow, and growth strategy to identify opportunities that can increase profits, reduce taxes, and improve long-term business performance.

STEP#2:

[SEE BELOW- Starting at $2,500 per month]

Build Wealth. Maximize Profitability. Scale With Confidence.

Built for business owners who want more than compliance—and expect more than bookkeeping.

This elite CPA-led system combines accounting, tax planning, payroll, sales tax compliance, and strategic financial guidance into one integrated solution designed to help you increase profitability, improve cash flow, reduce tax exposure, and build long-term business value.

YOUR COMPLETE BUSINESS WEALTH-BUILDING SYSTEM

• Everything included in the Core and Premium Business Bundles
• Financial planning & wealth management alignment sessions (quarterly)
• Full audit protection and direct IRS/NYS notice representation included 
• Comprehensive bookkeeping, payroll, and sales tax management 
• Annual business tax returns + integrated personal tax filing for the owner(s) 
• Predictive Cash Management & Operational Budgeting 
• Annual Business Tax Reduction Plan
• Full implementation of tax-saving strategies identified through your tax reduction plan
• Proactive tax advisory services throughout the year
• Audit-ready financial reporting
• Accounting software subscription included
• 24/7 secure client portal access for document sharing and storage

WHY SUCCESSFUL BUSINESS OWNERS CHOOSE THIS BUNDLE

• Maximize tax-saving opportunities throughout the year
• Improve profitability with strategic financial oversight
• Gain greater visibility into cash flow and business performance
• Keep payroll, tax compliance, and financial reporting under one CPA-led system
• Maintain organized, audit-ready records year-round
• Reduce compliance risk and avoid costly surprises
• Make informed decisions using timely and reliable financial information
• Focus more time on growth, revenue generation, and leadership

THE RESULTS

A stronger business. Better cash flow. Greater profitability. More wealth.

Instead of simply maintaining compliance, you'll have a proactive CPA-led system continuously working to uncover opportunities, strengthen financial performance, optimize taxes, and support long-term business growth.

Gain the Financial Leadership of a Controller Without the Cost of a Full-Time Hire

As your business grows, bookkeeping alone is no longer enough.

You need accurate financial reporting, stronger internal controls, proactive tax management, and strategic financial guidance to help you make informed decisions and improve profitability.

Our Monthly Outsourced CPA Controller Package provides executive-level financial leadership without the overhead of hiring a full-time Controller or CFO.

YOUR OUTSOURCED CONTROLLER SOLUTION

• CPA-led financial oversight and strategic guidance
• Business tax preparation and filing
• Financial statement preparation and management review
• Budgeting, forecasting, and business planning
• Cash flow management and financial performance monitoring
• Supervision and oversight of daily bookkeeping activities
• Supervision and oversight of payroll processing
• Approval and oversight of billing and invoicing processes
• Management and oversight of Accounts Payable (AP), Accounts Receivable (AR), and General Ledger activities
• Month-end close management and account reconciliations
• Internal control reviews and process improvement recommendations
• Audit support, audit readiness, and liaison services
• Financial reporting, KPI monitoring, and management analysis
• Strategic financial decision support for business owners and leadership teams

WHY GROWING BUSINESSES CHOOSE THIS SERVICE

• Gain the expertise of a CPA-led Controller without the cost of a full-time executive hire
• Improve cash flow visibility and financial decision-making
• Strengthen internal controls and reduce financial risk
• Maintain accurate, timely, and audit-ready financial records
• Receive proactive tax guidance throughout the year
• Eliminate financial bottlenecks that slow business growth
• Create scalable financial systems that support expansion
• Free leadership time to focus on operations, sales, and profitability

THE RESULTS

A more organized business. Stronger financial controls. Better cash flow visibility. More confidence in your numbers.

Instead of reacting to financial issues after they arise, you'll have a dedicated CPA-led financial management system continuously monitoring performance, supporting strategic decisions, maintaining compliance, and helping position your business for long-term success.