Partnership Levels
Your Accounting Partner With Proactive Management & SUPERIOR Financial Intelligence
I work with business owners who want to leverage the tax system to unlock the profits in their business.
We Provide Three Levels of Service:
Gold
The Executive Package:
The executive package includes everything in the Bronze and Silver package, but also includes tax planning with me. I will develop a tax plan catered specifically to your business utilizing what the IRS not only has in place for taxpayers but also encourages taxpayers to do! That’s right- the tax code largely consists of incentives provided by the US Government. I will keep you and your business compliant, work through your issues with you, help you personally better understand your numbers AND develop a specialized tax plan catered to your business for you to legally pay as little tax as possible, keeping more money in your pocket for what’s important in your life.
Silver
The CEO Package:
The CEO package includes everything in the Bronze package, but also regular consulting with me. I will review your books at a minimum of 1-2 times per month to help you understand your numbers and better strategize for your business. What are your bottlenecks? Where are you spending too much or not enough? I will utilize my 10+ years of experience where I have consulted for hundreds of other businesses. This ensures you receive regular 1-1 phone calls/virtual meetings with me to get his guidance on how to accomplish your business goals.
Bronze
The Traditional Accountant Package:
This is our introduction package. We start with standard compliance items that will get your business in line with current regulations, including: tax return preparation, bookkeeping, sales tax filings, and any other standard filings specific to the client’s needs (additional fees required for payroll processing).
ARE YOU READY TO PARTNER WITH AN EXPERT TO KEEP YOUR BUSINESS COMPLIANT AND GROWING?
Click here to contact us and schedule an appointment to talk to me about your needs.