Established Business

In this phase of your business we focus on reaching your next goal. We help you keep up with the necessary compliance tasks, but also provide you with additional information to help you better understand your business finances and assess your progress toward your goals. 

Prepackaged plans include:

Monthly outsourced accounting

Business tax preparation

Year end 1099 issuance

Payroll (up to 5 people included)

Sales tax filing

Quarterly business and goal assessment

Access to a key performance indicator (KPI) dashboard

Yearly budget 

Additional add-ons available

Starts at $1,000/mo.

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