The Finance Suite
Year-round tax and bookkeeping support to give you a rock solid financial foundation and help you save on taxes.
The Finance Suite is our next-level integrated tax, bookkeeping, and reporting service for six figure business owners looking for ongoing support as their business - and cash flow - grows.
As your business grows to six figures and you start hiring a team, you suddenly find yourself with a LOT more moving parts to deal with as CEO.
Not only does your tax bill increase as your profits grow, but you have a lot more cash coming in the door - and a lot more going back out.
To manage your business effectively and have the information you need to make CEO decisions quickly, you need to keep your finances maintained.
Enter: The Finance Suite!
The Finance Suite is perfect for the online or service-based business owner who wants confidence in their numbers as they grow to multi-six and seven figures, expand their team, and increase cash flow.
You'll get an integrated finance team - so gone are your days of playing the middle man between your bookkeeper and tax accountant. Here's what's included:
👉 Monthly bookkeeping & reconciliations: Our expert team will handle all aspects of your bookkeeping each month in QuickBooks online to keep your financials organized and up-to-date.
👉 Financial reports: Each month, you'll get financial statements showing your current financial picture so you can see how much money you're making. Your controller will also provide an overview of your financial performance each month!
👉 Tax planning + strategy: You'll get quarterly one-on-ones with your tax strategist CPA to update your financial and business goals and plans, and strategize on what you can do to save on your tax bill.
👉 Quarterly reviews + estimates: Our tax team will review your financials every quarter, proactively inform you if we see any opportunities to save on taxes, and calculate how much you need to set aside for taxes based on your individual business and tax plan.
👉 Financial strategy: Refine your personal and business financial goals and customize a strategy to get you there with quarterly CFO strategy meetings and annual budgeting.
👉 Year-round support: You get unlimited email support and weekly office hours with your accounting and tax team, so we can really get to know your business and answer your financial and tax questions as they come up.
We're here to save you money and make your finances seamless and stress-free.
Investment: Starts at $1,500 per month. Most clients invest $2,000-$3,000 per month, depending on business size and complexity. Weekly payments available.