Owner-operated businesses may have employees, but the business owner is making all consequential business decisions. Our introductory offerings, our Starter Package, is a high value entry level offering that focuses on your record keeping, tax compliance, and tax strategy. Our Starter Clients all have their payroll managed, all quarterly tax compliance handled, and we meet twice a year on tax strategy. The affordable Starter Compliance Package is designed to manage all aspects of owner-operated business accounting that revolves around taxes.
Many of our small business clients have improved their business performance by implementing Profit First. Profit First is an innovative system developed by Mike Michalowicz focusing around the psychology of money. Profit First is a methodology guiding owner operated businesses to manage cash flow, forcing profitability. The system is a mixture of accounting, financial planning, and business coaching. Many CPA Firms shy away from these firms because of the slightly increased complexity from the variety of bank accounts. We work with our Profit First Clients in a supportive role, and can even recommend other Profit First Professionals to help with the related bookkeeping, onboarding, and coaching requirements.
Learn more about: Starter Package