1. Quarterly Impact Sessions

Once per quarter we are going to sit down face to face and take a ‘helicopter’ look at how your business is working and make sure we are on track to hit your goals. This meeting will not only evaluate progress, it will provide for new ideas and problem solving.

2. Tax Savings Strategies and Coaching

All too often, business owners don’t start thinking about reducing taxes until it’s time to file the tax return and at that point it is often too late to take advantage of the best strategies. The tax-related benefits of my involvement throughout the year include:

• Maximum tax savings and problem avoidance.

• Equipment or other purchases – timing evaluation and strategic optimization of equipment purchases or other large expenditures – from both tax and cash flow perspectives.

• Business expansion decisions.

• Timing frequency and payment amount of tax estimate payments. Stay within the requirements while still maximizing cash flow during the year. Advice that is specific to your business and needs.

• The greatest value added service – ongoing coaching to tie it all together

3. Business Profitability Intel & Financial Analysis Bundle

The EP gives you the information and input to keep a firm grasp on what is really going on in your business – and how to position you for even more success. It isn’t enough to have the numbers…you must know which to monitor closely and when to act.

4. Responding to IRS letters

It is almost an inevitability. If you have a business, the IRS will occasionally have questions or need clarification. Let’s face it; no one wants to deal with the IRS so let me do it for you. I know what to say, how to say it, how to handle the red tape and the bureaucracy.

5. Year-end Adjusting Accounting Entries

Even with the best of intentions your books can get a bit off balance. I’ll adjust your year-end financials to match your tax returns, bank statement balances, and loan balances.

6. Profitability Projections & Cash Flow Bundle

Being able to create and project cash flow throughout the year is vital. Together we can make projections and increase your cash flow so your business can run like a well-oiled machine.

7. QuickBooks Cleanup

There is a reason for ‘spring cleaning’: Every QuickBooks user (or other account software) can use a quick review of their entries to make sure simple mistakes don’t cause larger expenses. Let me do this for you quickly and accurately so you can stay focused on your business and greater profit.

Plus you can include these optional extras

• Option to include income tax return prep into monthly fee

• Payroll processing – everything done for you

• Micah Fraim, CPA turnkey bookkeeping service.

• Sales tax return prep