Products and Services
How do we deliver our products and services? We deliver a 4-tier service deliver approach.
Tier 1 – Targeted Customized Model
Tier 2 – Outsourced Accountant - Comprehensive Package
Tier 3 - Outsourced / Fractional CFO – Premium Service
Tier 4 - High-Net-Worth Client Advisory Service
Tier 1 – Targeted Customized Model
- Pick and choose individual products & services.
- Our subject matter experts will work with you to tailor individual products & services based on your current needs and preferences. Pricing is based on individual products & services picked.
Tier 2 – Outsourced Accountant - Comprehensive Package
- Our subject matter experts will provide you a world class outsourced accountant comprehensive service throughout the year. Service is performed throughout the year and billed monthly at a fixed amount. Service is inclusive of accounting & bookkeeping, payroll, annual tax preparation, and tax planning. Detail of services -
- Accounting and Bookkeeping
- Classify and record financial/accounting transactions throughout the year
- We will prepare your quarterly financial statements – Profit & Loss, Asset & Liabilities, Owners Equity, and Cashflow Statements
- Payroll
- Establish payroll services, check payments, direct deposit, and provide payroll reporting.
- Assist our clients address compliance around payroll.
- File quarterly payroll IRS tax filings, annual W2, 1099, etc.
- Preparation of Annual Tax Returns
- Individuals & Families
- Company – S Corp, C Corp, Partnership, Schedule C, LLC
- Tax Strategy Planning
- We implement tax planning strategies throughout the year and work with our clients to prepare for tax legislative changes.
- Work with our clients to develop strategies throughout the year to achieve tax savings.
- Work with our clients to determine the optimal financial vehicles to invest surplus money within the framework of overall financial health and generational wealth.
- Accounting and Bookkeeping
- What value do clients gain by subscribing to the comprehensive product?
- By allowing us to serve you as an outsourced back-office accounting/finance partner, you will have the time to develop, manage, scale, grow, and optimize your business.
- We will track your spending habits throughout the year, which educate us on your cash outflows.
- We will provide you the pertinent information and key data metrics about your business throughout the year to allow you to make strategic decisions like growth initiatives, financing initiative, decisions on key performance indicators, hiring decisions, down-sizing decisions, buying/selling decisions, etc.
- We will work with you to eliminate red tape irritants and headaches so you can focus on operating your business.
- We will strive hard to save you a significant amount of money through our meticulous tax planning strategies, depending on your situation, as we are afforded the chance to work with you throughout the year to identify impacted areas.
- We will work with you to ensure that you remain in compliance with the tax laws of the IRS and the State.
- You will save a significant amount of money by hiring us as an outsourced accountant vs. hiring an accounting staff at a high compensation – both base and benefits.
- We offer fixed monthly competitive pricing.
Tier 3 - Outsourced / Fractional CFO – Premium Service
- This service is provided throughout the year and billed each month at a fixed amount.
- This service consists of the entire tier 2 plus the following elements.
- You get a financial partner and access to strategic financial guidance.
- We provide strategic cash management and cashflow analysis. We will analyze cash flows to determine the opportunities clients can adopt to optimize their business.
- We analyze financial data, identify trends, and provide actionable recommendations to drive growth and profitability.
- We collaborate with management to create budget and forecasting, and resource allocation.
- We assist management analyze and evaluate business risks and strategize to minimize their impact – market, regulatory, financial, industry risk.
- We will work with clients to establish strategies around accounts receivable.
- We will work with clients to establish strategies around accounts payable.
- We will work with clients to develop business plans, and growth strategies.
- We will provide clients with periodic education and training on accounting and tax regulatory changes.
- What value do clients gain by subscribing to the premium product? This is a high touch service level for clients looking to take their businesses to new heights and increase business profit exponentially.
Tier 4 - High-Net-Worth Client Advisory Service
- This service is reserved for high-net-worth individuals looking for strategies to save a substantial amount of money on their taxes. Pricing on this service is based on either percent of tax-saved or hourly charged strategy sections.
- High-net-worth tax planning and coaching
- Advanced tax strategies
- Real estate investment strategies
- Cost segregation – IRS Code 469
- Bonus depreciation / IRS Section 179
- Retirement strategies
- Tax advantageous entity set-ups, etc.
