Best For: Companies with annual revenue over $1,950,000, plus companies with payroll over 21 people, larger law firms and healthcare providers, franchisees, and successful small and medium-size businesses.
Level Includes
- Unlimited forms and states
- Individual income tax return for a sole owner
- Estimated tax calculation based on safe harbor method, bank reconciliations (if applicable)
- Up to 15 fixed assets
- May have a foreign parent and/or one or more foreign partners/shareholders
- Up to four shareholders/partners in a business
- D&A transactional review (not an assurance service) is included.
Pricing
| Service Track | Bronze | Silver 1 Service | Gold 2 Services | Platinum 3 Services | Diamond All 4 Services |
|---|---|---|---|---|---|
| Audit Proofing | $4399 to $6899 | $5899 to $8399 | $7299 to $9799 | $8699 to $11199 | $9999 to $12499 |
| Accounting | $4399 to $6899 | Starting from $6900 | Starting from $10350 | Starting from $14250 | Starting from $17250 |
| Analytical | $4399 to $6899 | Starting from $9500 | Starting from $14250 | Starting from $17150 | Starting from $21875 |
| Outsourced CFO | $4399 to $6899 | Custom Quote | Custom Quote | Custom Quote | Custom Quote |
| Heavy Duty | From $4399 to $6899 | Starting from $23450 | Starting from $31450 | Starting from $39750 | Starting from $48950 |
| Light Duty | $4399 to $6899 | N/A | N/A | N/A | N/A |
Additional Notes:
- Bronze tier is exclusive to the Starter Level, offering services on an a-la-carte basis for businesses needing specific financial management solutions.
- From Silver to Diamond, each tier provides a progressively comprehensive suite of services, designed to cater to businesses with increasing complexity and strategic financial needs.
- Prices may vary based on a detailed review of prior year returns and supporting documents. Opting for individual services incurs a cost at least 15% higher than bundled services.
- Custom Quote services under the Outsourced CFO track are tailored to meet the strategic financial management and planning needs of your business.
Track & Service Listing
Accounting
Efficiently manage your financial records and streamline your bookkeeping tasks with our comprehensive accounting services.
- Books cleanup for up to two years back
- Books transactional review
- Ongoing bookkeeping
- Initial books setup or existing setup review
Analytical
Unlock valuable insights and optimize your financial strategies with our tailored analytical solutions.
- Tax planning for owners, partners, and shareholders
- Tax planning for business entities
- Key Performance Indicator (KPI) analysis and dashboard
- Cash flow planning
Audit Proofing
Shield your business from audits and IRS scrutiny with our meticulous audit-proofing techniques.
- Reasonable salary determination for C and S Corporation shareholders
- Deduction sanity check vs industry averages
- Supporting document tracking app consulting
- Shareholder or partner basis calculation/reconstruction
Outsourced CFO
Access top-tier financial expertise without the overhead costs of a full-time CFO.
- Raising capital
- Sophisticated financial reporting, analysis, and graphs
- Operational optimization, including cost reduction strategies
- Custom report building