Accounting & Business Advisory Services
Tax &
Advanced Tax Planning
VIRTUAL CFO and
TAX PLANNING SERVICES
FOR SMALL BUSINESSES
" Succesful entrepreneurs have learned how to spend their time working ON their business, instead of all their time working IN their business"
- Michael Gerber
Best Selling Author: E-Myth
" At some point in your business it will begin to cost you money if you are the one spending all the time tracking it"
- Tram A. Phan
Owner: Bookkeeping & Tax Express
servIceS you can CHOOSE from
Tax Preparation and Advanced Tax Planning
Quarterly or Semi Annual
- Includes two Tax Planning Meetings: Once in Q4, another during tax time (more if requested)
- Includes both Business and Personal Tax return
- A review of Profit and Loss Statements, potential Tax Liability and recommendations to assist in reducing your tax liability before the tax year ends
- Access to our network of Estate Planning, Tax Planning, Retirement Planing and Business Planning Specialists
- Guaranteed response time to email/phone call inquiries within 48 hours
Bookkeeping:
Monthly or Quarterly
- Record financial transactions
- Produce transaction reports
- Prodice balance sheets
- Cost comparisons: income statements, and totals by account
- Reconciliation and Audit
- Guaranteed response time to email/phone call inquiries within 48 hours
Accounting & Business Advisory:
Quarterly or Semi Annual
- Includes bookkeeping services
- Income statements, balance sheets and Profit & Loss statements
- Provide Forecasting reports
- Meet twice annually to discuss and provide recommendations to assist with business planning, budget plan, finance planning and growth recommendations.
- Guaranteed response time to email/phone call inquiries within 48 hours
Elite Level: Virtual CFO
Includes All Services Previously List
& Monthly Meetings
- Bookkeeping
- Accounting & Advisory Services
- Tax Prep and Advanced Tax Planning
- Monthly Meetings
- Guaranteed response time to email/phone call inquiries within 24 hours
Each service is billed monthly or quarterly. Pricing is based on the amount of communication desired and the volume of transactions being recorded.
OUR VALUE PROPOSITION
REGULAR COMMUNICATION +
PROACTIVE PLANNING
REMAINING COMPLIANT REQUIRES YOU ACCURATELY TRACK HISTORY.
REMAINING RELEVANT REQUIRES YOU PREPARE FOR THE FUTURE.
Most firms will wait to meet with you in March/April (or September/October) to review whatever documents you have brought in and determine what options are left to help you reduce tax before you file. This is referred to as backward looking, reactive advice. For the average wage earner, this may be enough.
The higher earning wage earner or profitable business owner can often benefit from more advanced planning. Advanced planning can save thousands (if not 100's of thousands) of dollars in taxes.
FOR THAT REASON, OUR FIRM HAS DEDICATED A LARGE PART OF OUR PRACTICE TO SUPPORT CLIENTS WHO ARE INTERESTING IN PLANNNG AHEAD, THROUGH PROACTIVE AND HOLISTIC ADVISORY SERVICES.
Engage in our monthly or quarterly services and we will:
- Provide ongoing and regular communications before you file taxes.
- Make the time to meet with you quarterly or bi annually to track current year revenue and review year end options.
- Will ask you about your long term business and financial goals and see how our team of specialists can help sync your tax plan with your long term financial plan and estate plan.
- Provide access to a network of specialists that focus on busines advisory services, advanced Estate Planning, Insurance Planning and Retirement Planning.
Importante Note: Proactive planning is a team effort that requires additional effort from both the tax professional, bookkeepers and the client. Before engaging in these service, it's important that the client be willing to commit additional time and resources to provide ongoing data and multiple conversations throughout the year.
