Best for: Entrepreneurs, single-member LLCs, and small to mid-sized businesses that need dependable compliance without the complexity or cost of a full tax department.

Our Basic Tier keeps your business in good standing with the IRS and state agencies year-round. We handle the recurring filings that small businesses often overlook, so you can focus on running your business, not chasing deadlines.

Includes:

ACCOUNT RECONCILIATION SERVICES

1. Reconciliation of all bank accounts

2. Revenue recognition accounting & reconciliation of accounts receivable (ASC 606)

3. Lease accounting & reconciliation (ASC 842)

4. Fixed asset reconciliation & depreciation accounting

5. Reconciliation of accounts payable

ADVISORY SUPPORT

1. Prepare monthly financial statements including:

   • Book Asset Schedule, and

   • Lease Asset Schedule

2. Prepare monthly budget reports

3. Tax planning

4. Access to CPA / CFO for general business and individual consulting

5. Monthly / quarterly video conference to review key performance measures

TAX COMPLIANCE SERVICES

1. Sales & Use Tax Filings – monthly or quarterly state sales tax returns filed accurately and on time

2. Quarterly Estimated Tax Payment Calculations – Federal and state estimates prepared and tracked