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  • Monthly Accounting Services
  • Monthly Financial Statement Preparation
  • Shared Accountant + Tax Advisor + Business Advisor
  • Annual Financial Statement Preparation
  • Payroll Support as needed, not payroll preparation
  • Respond to annual Workers Comp audits
  • File annual Personal Property Tax Return
  • Proactive Tax Planning
  • Business Tax Preparation
  • 2 hours/month of high-level Strategic advice
  • Budget Preparation
  • Limited AP & AR Support
  • Cash Flow Forecasting
  • Bi-annual Variance Analysis
  • Annual Finance Strategy Meeting
  • KPI metrics

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