Premium Plan

Our Premium Plan is the best we offer because it includes accounting, bookkeeping, tax, and advisory services, all you need for your business.

We take care of everything for you, providing various services and deliverables from financial reporting to planning, strategy, and business management. You will be receiving more reporting information, strategic planning, and feedback or business coaching.

You will have access to real-time data on your business in a format that makes it easy for business owners to read and gives you enough critical information about your business performance, allowing you to have measurable targets to track the performance.

Also, this plan includes planning and forecasting so that you have set business goals to track. Planning leads to growth, and the ability to see plan-versus actual financial data regularly will help you make intelligent business decisions. You get valuable reports to help you manage your business and support to help you understand your numbers, make the best decisions, and achieve your goals.

Additionally, you will receive a customized quarterly estimated tax review every quarter based on your income and two tax planning meetings to discuss the best tax savings strategies specifically for your business, such as Hiring your kids, Augusta Rule, Home Office Expenses, Pension Plan, and others. We offer audit protection in our premium plan because you can be audited on a RANDOM basis. Most audits will have nothing whatsoever to do with fraud or negligence; minor year-to-year fluctuations in results may be enough to trigger a full audit. You will automatically be covered for this year’s tax return.