We offer flat monthly fees for the services that work for you.
No surprise bills. No sticker shock.
Cloud Basic
This option is great for consultants!
- Subscription to Quickbooks Online
- Annual financial statements and corporate tax return
- Annual business health checkup
- Annual budget setup and analysis
- Tax support
Cloud Premium
You're a big player and you need an advisor who has an intimate understanding of your business.
- Subscription to Quickbooks Online
- Annual financial statements and corporate tax return
- Monthly Skype calls with CPA business advisor
- Monthly business health checkups
- Quarterly budget setup and analysis
- Quarterly cashflow projection and analysis
- Tax support
- Unlimited access to CPA business advisor
Cloud Plus
Maybe you have shop and a crew or a busy office. Or maybe you're building your online empire. Regardless of the form your business takes, you want to give more attention to the financial side of things.
- Subscription to Quickbooks Online
- Annual financial statements and corporate tax return
- Quarterly business health checkups
- Semi-annual budget setup and analysis
- Tax support
- Unlimited access to CPA business advisor