TYCOON PACKAGE
This is package is for the serious businesspeople who are looking to build an empire. It all started small, but now you have a substantial, and often complicated business. It wasn’t, and still isn’t easy, but with a business smarts, guts, determination, more hard work than most people would be willing to do, and the right people around you – nothing is impossible for you.
With success means more moving parts, more things in motion, and more potential for problems to develop. The larger and more successful you are the more important the finer details and smaller points become in determining your continuous profitability. The difference between saving thousands and losing thousands can be as simple as not monitoring the critical aspects of company finance for a relatively short period of time, and then having to scramble to try to reverse the “negative domino” effect that can occur.
Those business owners that choose this package know that frequent professional monitoring of your books and company financial operations your books will maximize cash flow, lock in profitability and eliminate stress and problems at tax time.
The Tycoon Package includes everything that is offered in the Start-ups/Fix-ups and Entrepreneur Packages plus:
1. Monthly Impact Sessions
Is your CPA your most trusted advisor? Maybe it’s time to have your investment in your accounting not only keep you safe from the IRS, but, help you get a real ‘return’ from that most important of business relationships!
Once per month we will sit down, review all your goals with a particular emphasis on reviewing expenses and monitoring your marketing efforts and then work through any challenges. Goals that are set, but, not measured and adjusted don’t result in more profits.
2. Complete Tax Bundle
You didn’t go into business to be an accountant…make tax time a breeze by letting me handle everything. I’ll take care of:
• Constant tax monitoring and coaching
• Sales tax return prep
• Preparation of property tax returns
3. Marketing Advisory Services
Smart business owners know that the money is made with their marketing, however, they often forget to detail how they make that money through a written marketing plan. You will receive help developing a marketing and business-building plan to make your business stand out from the crowd and attract customers.
Technology is moving fast. And your customers’ needs and demands are becoming more technology-driven all of the time. To be one step ahead of the average business owner you need a deeper understanding of what it takes to bring your business into the 21st Century in terms of marketing, technology utilization, and financial control.
We’ll also check in periodically to see how your marketing efforts are going. Based on what has been accomplished, what is working and what is not, and the progression of the marketing plan we will decide which steps you need to take next.
4. Profit Maximization Consulting
A lot of money can be left on the table in any business. We will examine prior year tax returns, analyze budgets and other financial documents to discover any recoverable assets.
Additionally, the more frequent meetings and strategy sessions provided at the Tycoon level take the Intel and Financial Analysis process to the next level. Your monthly strategy sessions with Micah Fraim help to identify either problems or opportunities – allowing you to react quickly to solidify your business success.
5. CPA Hotline
Get direct, personal, VIP access to your CPA when YOU need it. Knowing that you have the direct involvement of our firm in your business as needed via The Tycoon Package means that you are talking to someone who knows your business intimately. It’s like having an expert insider, a part-time Chief Financial Officer at your disposal, without having the large expense of hiring an employee with that level of expertise.
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.
