GROWTH PACKAGE
This package enhances financial performance visibility and improves forecasting and tax planning. You’ll streamline payroll and receivables while gaining the tools to manage growth with control, clarity, and confidence.
It's ideal for businesses ready to transition from messy operations to structured, scalable systems.
Full-Service Bookkeeping & Tax Compliance
Includes everything in the Foundation Package, and
Quarterly Financial Reviews
Quarterly financial reviews to spot trends, address concerns, and keep you ahead of the curve.
Strategic Tax Planning (Twice Annually)
Proactive planning sessions to reduce tax liability, optimize deductions, and avoid surprises.
Estimated Tax Payment Planning
We calculate and guide your quarterly tax payments to ensure you're covered and never overpay.
Payroll Processing (Up to 10 Employees)
We handle accurate, on-time payroll including direct deposit, tax withholdings, and filings.
1099 Preparation & Filing (Up to 15 Vendors)
We prepare and electronically file your 1099s for contractors and vendors — no missed deadlines.
Entity Structure Guidance
Assess your business and recommend the most tax-efficient structure: LLC, S-Corp, or C-Corp.
Retirement Tax Strategy & Roth Conversion Guidance
Strategic support for SEP IRAs, Solo 401(k)s, and other small business retirement plans.
We help assess whether a Roth conversion aligns with your long-term tax and income goals.
Budget vs. Actual Reporting
Track your performance with side-by-side monthly comparisons against your forecasted goals.
Accounts Payable & Receivable Support
We help you track incoming payments and manage outgoing bills to maintain strong cash flow.
