Services & Pricing

No more data entry | Cloud-based accounting allows us to connect remotely to download and record all transactions, keeping you up to date and providing you with monthly reports you need to make healthier financial decisions for your business.

Services

CFO Services

Tax Services

Budgeting and Planning
Cash Flow Management

KPI Reporting
Financial Reporting
Strategic Planning

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Tax Preparation

Tax Planning

Foreign Income Tax Preparation

Tax Problems (trusted partner)

  • Non-Filed Tax Returns

  • Back Taxes Owed

  • Payroll Tax Problems

  • IRS Leins, Levies, Wage Garnishments, Seizers, Payment Plans

  • Innocent Spouse Relief

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Bookkeeping Services

Categorize Bank Transactions
Monthly Reconciliation
Accounts Payable/Receivable
Provide Monthly Reports
Payroll Management
Sales Tax Management

Custom Cloud-Base Accounting Software

 

Plans

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Please contact us for custom pricing

Basic Plan

-Set-Up Cloud-based acct.*

-Sync & record up to 2 accounts (bank/credit card)

-Bank & Credit Card Reconciliation

-Quarterly Meeting

-Unlimited email Q&A

 

*Extra services:

-Payroll *if needed

-Sales Tax *if needed 

Starting at $399 month

payroll & sales tax service price not included in price above

*additional fees (paid to software company separately)

Financial reports sent monthly

Advanced Plan

-Set-Up Cloud-based acct.*

-Sync & record up to 4 accounts (bank/credit card)

-Bank & Credit Card Reconciliation

-Monthly Meeting

-Unlimited email Q&A

 

*Extra services:

-Payroll *if needed

-Sales Tax *if needed 

Starting at $399 month

payroll & sales tax service price not included in price above

Custom Plan

Suitable for Your Needs

Strategic loves customization. We know not all business are one size fits all.

 

Whether you know what you are looking for or have questions on what best fits your budget, we got you!

Jump on a call with our lead accountant to get your custom plan and quote.

TBD

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