The cost for software systems is not included in the core packages but can be added on if desired.

Every package comes with limited email communication with our staff. What this means is that one time per month you can email with your accounting team any questions or concerns you have regarding your financials or tax situation. If you find you

need more frequent advice, we offer an unlimited support add on that is exactly as it sounds; you get unlimited email, phone and meeting support.

In addition to all of that, 2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom. We’re putting all our resources together in these meetings to determine if we can make any recommendations to help you and your business. You will receive a summary of the meeting and our recommendations after each meeting.

All our packages are free to get started as we get to know each other and ensure a great fit before any billing takes place. Once you have decided on the package that is right for you, we will send a Credit Card

Authorization Form along with your business owner package contract allows us to run your credit card each month at the agreed upon rate. We want to be flexible so you can pick the day it bills each month if desired. Once set up, it will automatically recur each month with no further action needed.

If you are incorporated as an S Corporation, the IRS requires you to run a payroll. In addition, if you pay someone to do work for your business you become responsible for deducting payroll taxes based on wages earned. These taxes are then required

to be paid to IRS and State agencies. Payroll reports are required to be filed quarterly and annually. Payroll processing is time consuming and often confusing. By outsourcing your payroll, you will have more free time and be less worried about whether you are in compliance with ever changing rules associated with payroll.

Bookkeeping is important for several reasons. First it is used as a tool in your businesses tax preparation. By keeping accurate records of your income and expenses you ensure taxes are paid only on your true net income. Bookkeeping also allows you to keep

a picture of how much your business earns and what you spend your money on. Having this info can assist you with setting future goals for profitability and/or sales. Having an accurate set of financials is imperative when attempting to secure business loans or establish business credit. In the event of an IRS audit, bookkeeping can be well worth the expense as IRS requires accurate financial records to be maintained. One last reason, by freeing up time you would spend trying to put together your financials will allow you to concentrate on running your business.

We are in the office Monday – Friday from 9-5pm. However, we do a lot of work on weekends when time constraints demand it – especially during tax season. We typically do not hold meetings on weekends. If you have a

need for contact with us over the weekend, please send an email.