Year-round tax and accounting 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 toward seven figures, 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 run your business effectively, maintain high profit margins, manage your cash, and have the information you need to make CEO decisions quickly, you need to keep your accounting and taxes squeaky clean & start implementing a financial strategy for your business.
Enter: The Finance Suite!
The Finance Suite is perfect for the agency owner or practitioner who wants confidence in their numbers as they grow to 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.
👉 Dedicated Team: Our dedicated team of CFOs, CPAs, accountants, and bookkeepers will get all up in your business - in a good way! We operate as an integrated team, so gone are the days of you playing the middle man.
👉 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 $2,000 per month with an initial onboarding fee. Most clients invest $2,500-$3,500 per month, depending on business size and complexity. Weekly payments available.
Working with the Young + Co team has been one of the best investments...
I've made in my business! I don't have to worry about the day to day finances, because I know there are very smart, intelligent folks who have it taken care of. The level of partnership that I have with the team is great, and supports the growth and success of our company, even in things that may not even directly deal with finances. Sarah and the team truly value the people that they work with and want to see them succeed - and that shows in the level of care, and attention and detail that they give throughout our partnership.
SHARISE JOHNSON | SMJ COMMUNICATIONS
When I left the corporate life to start my own business...
The part that made me most nervous was no longer having a finance function to do regular reporting and add a strategic financial lens to the business decisions being made. I was thrilled to find Young + Co, who not only fills that need, but who offers multiple products so they can grow with my business. If you are thinking about working with them on your business, do it. You won't regret it.
KATHRYN VALENTINE | WORTHMORE STRATEGIES