Choose a service tier that aligns with your business’s needs and objectives.
If you’re considering scheduling a discovery call or are here to learn more about our firm, take a look at our three basic service tiers—Essential, Growth, and Enterprise.
Most firms that have moved past the start-up phase start with Growth, but it’s up to you. Select the tier that makes sense, and we’ll get started.
Essential
Professionalize your business with tax, accounting, and support services that form the foundation for future growth.
Tax
Annual Business Tax Preparation
Individual Tax Preparation Discount
Tax Compliance
Annual Strategic Tax Planning Meeting
Quarterly Tax Payment Estimates
IRS Representation
Accounting
Quarterly Account Reconciliation
QuickBooks Online (QBO) Optimization*
Account Reconciliation
Designated Support Staff
End-to-End Accounting Services
Financial
Monthly Financial Statements
Financial Insights
Strategic Financial Forecasting
Key Performance Indicators (KPIs)
Customized Business Performance Metrics & Action Plans
Advisory
Year-Round Email Support
Phone Support In Addition to Email
Yearly Strategy Review Call
30-Minute Monthly Strategy Call
Access to Wealth Management Partners
CFO Services
Financial Leadership & In-Depth Analysis
Plans for Cost Reduction & Efficiency Across Departments
Monthly CFO Strategy Review Call
* Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.
Growth
Reduce taxes, lower costs, increase profits, and get the data you need to make more profitable decisions.
Tax
Annual Business Tax Preparation
Individual Tax Preparation Discount
Tax Compliance
Semi-Annual Strategic Tax Planning Meeting
Quarterly Tax Payment Estimates
IRS Representation
Accounting
Quarterly Account Reconciliation
QuickBooks Online (QBO) Optimization*
Monthly Account Reconciliation
Designated Support Staff
End-to-End Accounting Services
Financial
Monthly Financial Statements
Financial Insights
Strategic Financial Forecasting
Key Performance Indicators (KPIs)
Customized Business Performance Metrics & Action Plans
Advisory
Year-Round Email Support
Phone Support In Addition to Email
30-Minute Monthly Strategy Review Call
Access to Wealth Management Partners
CFO Services
Financial Leadership & In-Depth Analysis
Plans for Cost Reduction & Efficiency Across Departments
Monthly CFO Strategy Review Call
* Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.
Enterprise
Achieve long-term organizational goals with comprehensive tax, accounting, financial, CFO, and advisory services.
Tax
Annual Business Tax Preparation
Individual Tax Preparation**
Tax Compliance
Year-Round Strategic Tax Planning
Quarterly Tax Payment Estimates & Planning
IRS Representation
Accounting
Quarterly Account Reconciliation
QuickBooks Online (QBO) Optimization*
Bi-Weekly Account Reconciliation
Designated Support Staff
End-to-End Accounting Services
Financial
Monthly Financial Statements
Financial Insights
Strategic Financial Forecasting
Key Performance Indicators (KPIs)
Customized Business Performance Metrics & Action Plans
Advisory
Year-Round Email Support
Phone Support In Addition to Email
30-Minute Monthly Strategy Call
Access to Wealth Management Partners
CFO Services
Financial Leadership & In-Depth Analysis
Plans for Cost Reduction & Efficiency Across Departments
Monthly CFO Strategy Review Call
* Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.
** For up to two owners.
Testimonials
“Jeremy revealed errors in our financial practices that we couldn’t see and that had cost us a lot in profit and payroll. Even if you’re a CEO and founder who built your company from the ground-up, everyone has blind spots or biases. Jeremy broke down the barrier between operations and finance, and that’s helped us grow in a sustainable way.”
Private Client
Fort Worth
How can we help?
Our dedicated tax professionals respond within 24 hours.
