Empower & Excel Bundle
Unlock the highest level of potential within your business with our Empower & Excel Bundle, combining high-level financial management with personalized strategic planning. This comprehensive package provides everything you need to achieve sustainable growth and long-term success. Empower your business with expert support and customized solutions. Here’s what you get:
Day-to-Day Bookkeeping: Ensure every transaction is accurately recorded and categorized with tax savings in mind, giving you peace of mind and more time to focus on your business.
Reconciliation & Review: Keep your accounts in perfect balance with monthly reconciliations, preventing discrepancies and ensuring financial accuracy.
Invoicing & Bill Payment (including contractor [1099] payments): Simplify your accounts receivable and payable processes, ensuring timely payments and efficient financial operations. Includes 1099 prep and filing for your contractors)
Payroll Accounting for W-2 Employees: Manage your payroll efficiently with expert payroll accounting services, ensuring accuracy and compliance.
Inventory Tracking: Keep your inventory in check with precise tracking, helping you manage stock levels and optimize your supply chain. Includes adding products and services in your accounting software, as needed.
Monthly Financial Statements Review (6 reports of your choice): Choose the financial reports that matter most to you and receive detailed monthly reviews, providing critical insights into your business’s performance.
Customized Reports: Get tailored reports that focus on your specific business needs, offering valuable information to guide your decisions.
Quarterly & Annual Income Tax Filings: Stay compliant with all tax requirements with timely and accurate quarterly and annual tax filings, minimizing your tax burden and avoiding penalties.
Sales Tax Filings (if needed): Ditch the confusion with our comprehensive sales tax filing services. We’ll track your nexus status, current sales tax liability, & keep you informed on what you’ll owe and when. Experience the simplicity of accurate & timely sales tax filings so you can say goodbye to amended filings and penalties and hello to seller freedom!
Unlimited Financial Health Updates: Receive continuous updates on your financial status, empowering you to make informed decisions at any time.
Quarterly & Annual Cash Flow Forecasting: Gain control over your finances with detailed cash flow forecasts, allowing you to plan effectively and avoid cash shortages.
Monthly Budgeting: Stay on track with detailed monthly budgets that provide a clear financial roadmap and help you manage resources effectively.
Financial Analysis: Receive comprehensive financial analysis to understand your business’s performance and make data-driven decisions.
Cash Flow Analysis: Understand your cash flow patterns and identify opportunities to optimize liquidity and financial health.
Advanced Advisory Services: Access high-level advisory support to address complex financial challenges and drive growth.
Monthly Strategy Meetings: Engage in regular strategy meetings to review progress, address challenges, and adjust plans to ensure ongoing success.
SWOT Analysis: Leverage SWOT analysis to identify strengths, weaknesses, opportunities, and threats, guiding your strategic decisions and growth initiatives.
Additional Services as Requested: Access additional financial management services as needed, ensuring comprehensive support for your business. Maybe you want to make sure you can afford a larger purchase ling-term without breaking the bank, a one-time financial analysis can be completed to determine whether or not this is the right time to invest in that larger purchase or maybe you’re applying for a loan and need a reports package prepared for a certain time period. Whatever your one-time financial need, we’ve got your back!
Personalized Tax Plan: Optimize your tax strategy with a personalized tax plan that minimizes liabilities and maximizes savings, allowing you to keep more of your hard-earned money.
Personalized Growth Plan: Develop a tailored growth plan that aligns with your business goals and strengths, providing a clear roadmap to success and ensuring sustainable growth without burnout.
Unlock the highest level of potential within your business with our Empower & Excel Bundle, combining high-level financial management with personalized strategic planning. This comprehensive package provides everything you need to achieve sustainable growth and long-term success. Empower your business with expert support and customized solutions. Here’s what you get:
Day-to-Day Bookkeeping: Ensure every transaction is accurately recorded and categorized with tax savings in mind, giving you peace of mind and more time to focus on your business.
Reconciliation & Review: Keep your accounts in perfect balance with monthly reconciliations, preventing discrepancies and ensuring financial accuracy.
Invoicing & Bill Payment (including contractor [1099] payments): Simplify your accounts receivable and payable processes, ensuring timely payments and efficient financial operations. Includes 1099 prep and filing for your contractors)
Payroll Accounting for W-2 Employees: Manage your payroll efficiently with expert payroll accounting services, ensuring accuracy and compliance.
Inventory Tracking: Keep your inventory in check with precise tracking, helping you manage stock levels and optimize your supply chain. Includes adding products and services in your accounting software, as needed.
Monthly Financial Statements Review (6 reports of your choice): Choose the financial reports that matter most to you and receive detailed monthly reviews, providing critical insights into your business’s performance.
Customized Reports: Get tailored reports that focus on your specific business needs, offering valuable information to guide your decisions.
Quarterly & Annual Income Tax Filings: Stay compliant with all tax requirements with timely and accurate quarterly and annual tax filings, minimizing your tax burden and avoiding penalties.
Sales Tax Filings (if needed): Ditch the confusion with our comprehensive sales tax filing services. We’ll track your nexus status, current sales tax liability, & keep you informed on what you’ll owe and when. Experience the simplicity of accurate & timely sales tax filings so you can say goodbye to amended filings and penalties and hello to seller freedom!
Unlimited Financial Health Updates: Receive continuous updates on your financial status, empowering you to make informed decisions at any time.
Quarterly & Annual Cash Flow Forecasting: Gain control over your finances with detailed cash flow forecasts, allowing you to plan effectively and avoid cash shortages.
Monthly Budgeting: Stay on track with detailed monthly budgets that provide a clear financial roadmap and help you manage resources effectively.
Financial Analysis: Receive comprehensive financial analysis to understand your business’s performance and make data-driven decisions.
Cash Flow Analysis: Understand your cash flow patterns and identify opportunities to optimize liquidity and financial health.
Advanced Advisory Services: Access high-level advisory support to address complex financial challenges and drive growth.
Monthly Strategy Meetings: Engage in regular strategy meetings to review progress, address challenges, and adjust plans to ensure ongoing success.
SWOT Analysis: Leverage SWOT analysis to identify strengths, weaknesses, opportunities, and threats, guiding your strategic decisions and growth initiatives.
Additional Services as Requested: Access additional financial management services as needed, ensuring comprehensive support for your business. Maybe you want to make sure you can afford a larger purchase ling-term without breaking the bank, a one-time financial analysis can be completed to determine whether or not this is the right time to invest in that larger purchase or maybe you’re applying for a loan and need a reports package prepared for a certain time period. Whatever your one-time financial need, we’ve got your back!
Personalized Tax Plan: Optimize your tax strategy with a personalized tax plan that minimizes liabilities and maximizes savings, allowing you to keep more of your hard-earned money.
Personalized Growth Plan: Develop a tailored growth plan that aligns with your business goals and strengths, providing a clear roadmap to success and ensuring sustainable growth without burnout.
Unlock the highest level of potential within your business with our Empower & Excel Bundle, combining high-level financial management with personalized strategic planning. This comprehensive package provides everything you need to achieve sustainable growth and long-term success. Empower your business with expert support and customized solutions. Here’s what you get:
Day-to-Day Bookkeeping: Ensure every transaction is accurately recorded and categorized with tax savings in mind, giving you peace of mind and more time to focus on your business.
Reconciliation & Review: Keep your accounts in perfect balance with monthly reconciliations, preventing discrepancies and ensuring financial accuracy.
Invoicing & Bill Payment (including contractor [1099] payments): Simplify your accounts receivable and payable processes, ensuring timely payments and efficient financial operations. Includes 1099 prep and filing for your contractors)
Payroll Accounting for W-2 Employees: Manage your payroll efficiently with expert payroll accounting services, ensuring accuracy and compliance.
Inventory Tracking: Keep your inventory in check with precise tracking, helping you manage stock levels and optimize your supply chain. Includes adding products and services in your accounting software, as needed.
Monthly Financial Statements Review (6 reports of your choice): Choose the financial reports that matter most to you and receive detailed monthly reviews, providing critical insights into your business’s performance.
Customized Reports: Get tailored reports that focus on your specific business needs, offering valuable information to guide your decisions.
Quarterly & Annual Income Tax Filings: Stay compliant with all tax requirements with timely and accurate quarterly and annual tax filings, minimizing your tax burden and avoiding penalties.
Sales Tax Filings (if needed): Ditch the confusion with our comprehensive sales tax filing services. We’ll track your nexus status, current sales tax liability, & keep you informed on what you’ll owe and when. Experience the simplicity of accurate & timely sales tax filings so you can say goodbye to amended filings and penalties and hello to seller freedom!
Unlimited Financial Health Updates: Receive continuous updates on your financial status, empowering you to make informed decisions at any time.
Quarterly & Annual Cash Flow Forecasting: Gain control over your finances with detailed cash flow forecasts, allowing you to plan effectively and avoid cash shortages.
Monthly Budgeting: Stay on track with detailed monthly budgets that provide a clear financial roadmap and help you manage resources effectively.
Financial Analysis: Receive comprehensive financial analysis to understand your business’s performance and make data-driven decisions.
Cash Flow Analysis: Understand your cash flow patterns and identify opportunities to optimize liquidity and financial health.
Advanced Advisory Services: Access high-level advisory support to address complex financial challenges and drive growth.
Monthly Strategy Meetings: Engage in regular strategy meetings to review progress, address challenges, and adjust plans to ensure ongoing success.
SWOT Analysis: Leverage SWOT analysis to identify strengths, weaknesses, opportunities, and threats, guiding your strategic decisions and growth initiatives.
Additional Services as Requested: Access additional financial management services as needed, ensuring comprehensive support for your business. Maybe you want to make sure you can afford a larger purchase ling-term without breaking the bank, a one-time financial analysis can be completed to determine whether or not this is the right time to invest in that larger purchase or maybe you’re applying for a loan and need a reports package prepared for a certain time period. Whatever your one-time financial need, we’ve got your back!
Personalized Tax Plan: Optimize your tax strategy with a personalized tax plan that minimizes liabilities and maximizes savings, allowing you to keep more of your hard-earned money.
Personalized Growth Plan: Develop a tailored growth plan that aligns with your business goals and strengths, providing a clear roadmap to success and ensuring sustainable growth without burnout.