Introducing: Cash-Flow-Friendly Monthly Subscription PackagesComplete Financial Health For Practices Of Every Size
No contracts. No surprises. Ever.
| Vitality(Growth and Development) | Visions(Projections & Planning) | Vitals(Compliance - Bookkeeping & Taxes) | |
|---|---|---|---|
Advisory | |||
Tax Reduction Strategy Planning | Quarterly | Mid Year and Fall | Annual |
Email & phone support as necessary and within the scope of current services |  | | |
Quarterly online (‘virtual’) business review meeting with comprehensive guidance for growth | |  | |
Cost control: expense monitoring, analysis and advice | Unlimited | 5 key expenses | |
Enhanced credit control | Optional | | |
KPI Analysis & Budget Creation | Optional | | |
Tax | |||
Business entity federal and state income tax return prep | | | |
Business tax, property tax, annual report, franchise tax (if applicable) | | | |
Reasonable Compensation Planning | | | |
Small Business Tax Deduction Optimization | | | |
Prepare and file sales tax return | | | |
Prepare and file Forms 1099 | | Up to 5 | |
Financial statement preparation | Monthly | Monthly | Quarterly / Annually |
MANAGEMENT REPORTING | |||
Full management reporting every month | | | |
Notice Response (IRS and State) | | | |
ACCOUNTING | |||
Reconcile bank and credit card accounts | Monthly | Monthly | Quarterly / Annually |
Validate general ledger accuracy | | | |
Maintain fixed asset schedules and loan amortization | | | |
Precision accounting with accruals & prepayments | | | |
OPTIONAL ADD-ONS
QuickBooks/Xero SubscriptionsBill.com processingQuickBooks Online Set-UpAdditional Third Party AppsCustom management reportingIndividual Income Tax Returns for Business OwnersBudget CreationClass tracking/reporting
