Accounting is least valuable when it’s a once a year thing. You need Intrapreneurs on your team, not dime a dozen yearly filing fees.
The “Value Add” Service
“Value Add” comprehensively covers bookkeeping, payroll management, regular tax planning and business strategy meetings and quarterly reviews of financial statements. Whether for you as an individual or your business, we’re your team.
You have a vision of where you want to take your company, investments and wealth. By working with you throughout the year, we’re able to make sure you’re staying on target to achieve that vision.
Say goodbye to end of the year surprises once and for all and say hello to growing wealth.
Who our expertise is best suited for
Business and Investing require specific expertise in order to know how to maximize them.
There are more ways to increase your wealth than ever today and ever more complex vehicles, innovative new types of assets and financial structures that require more than the average accountant to take care of.
These areas require hands on experience, research and thorough expertise in order to maximize so that a great investment doesn’t become lost because of misunderstood legalities.
Investing in Crypto? Keeping track of trades, gains and transactions is difficult.
Being able to track your gains and losses easily enables us to maximize your tax strategy and whether you do business with us or not, we recommend accointing to make the process easy for you. Due to our knowledge of handling crypto, we have a referral partnership with accointing. Click the link below and you’ll receive a discount on any services and even get some services free.
Independent and free sales reps & contractors move the economy.
Not a W-2 employee, and “their own business,” sales reps and contractors need solutions crafted for them, rather than paint-by-numbers advice and strategies meant for traditional employees.
services list & pricing
Comprehensive, complete, affordable and scalable.
Value Add Service
Fee includes bookkeeping and payroll management (Excluding fees) for individual and personal management company/business.
Also includes 1 hour tax planning meeting every other month (up to 6 in a year),quarterly accounting review (monthly financial statements available through QB Online and Client Account (Canopy), Touchpoints through emails, texts, and/or quick answer phone calls.
Cost is comprised of $250/monthly tax fee and $250/mo+ accounting fee. Fees vary due to additional accounting, bookkeeping, and payroll needs.
Specialty Premium Services
Specialty Premium Services are billed at an hourly rate of $200/hr. Each session is designed to be highly focused around problem solving and being action oriented so you can produce results immediately.
Included in filing fees are two tax planning meetings. Topics of discussion include financials, investments, business setups (*cost of business setup not included), preliminary tax returns, etc. (Costs will be increased for the 2022 tax filings to $300 – Personal and $400 – Business.)