Best For: Companies with annual revenue between Between $650,000 and $1,950,000, plus companies with payroll for 2 to 21 people, and all companies with Inventory/Cost of Goods Sold cycle. Best for multi-state e-commerce sellers.
Level Includes
- Main business return (1120, 1120S, or 1065) with federal plus three 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
Exclusions and Restrictions
- D&A transactional review (not an assurance service) isn’t included
Pricing
| Service Track | Silver 1 Service | Gold 2 Services | Platinum 3 Services | Diamond All 4 Services |
|---|---|---|---|---|
| Audit Proofing | $4699 to $6699 | $5799 to $7799 | $6899 to $8899 | $7999 to $9999 |
| Accounting | Starting from $5500 | Starting from $8250 | Starting from $11250 | Starting from $13650 |
| Analytical | Starting from $7500 | Starting from $11250 | Starting from $13750 | Starting from $17500 |
| Outsourced CFO | Custom Quote | Custom Quote | Custom Quote | Custom Quote |
| Heavy Duty | Starting from $18750 | Starting from $25125 | Starting from $31750 | Starting from $39125 |
| Light Duty | N/A | N/A | N/A | N/A |
Additional Notes:
- The Bronze tier is exclusive to the Starter Level, offering services on an a-la-carte basis. This option is perfect for businesses looking for targeted financial assistance.
- Silver to Diamond tiers provide progressively comprehensive bundles, accommodating businesses as they grow and their needs evolve.
- Prices may vary based on the review of prior year returns and supporting documents. Each service purchased individually will result in at least a 15% higher cost.
- Exact fees for Custom Quote services under the Outsource CFO track will be provided after a detailed review of your business’s specific requirements.
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