Services We Provide
Turn-Key | "PicoCFO"
Turn-Key Bookeeping, Accounting function for small business and personal "CFO" for Small Businss Owner. Proactive Dialogue on Tax Planning, Business Decision Making, Plan Implementation.
*** Includes Tax Prep for Business & Personal Return for Business Owner(s)***
Cost - $500-$2,000/mo
Tax Planning | Review
Review Prior Year Tax Return, Consultation on Goals,and Cash Flows. Implement Tax Plan to reduce tax liability.
No cost to review prior year return and initial consultation.
Cost - Custom
Tax Preparation
One - Time Tax Prep Filing. Accurate filings with appropriate schedules and secure data vault for document upload.
**** No Ongoing Consultation | No Active Planning ***
Cost - $350-$2,000/yr
Consulting
Special Projects - Ad Hoc Requests:
Accounting System Implementation, Start Up Consulting, Due Diligence (Business Purchase, Real Estate Purchase, Cash Flow Forecasting, Financial Modeling, Etc.)
Cost - Custom