Subscription Based Pricing
Bookkeeping & Advisory
Taxes
Bookkeeping
$995 / month
Peace of Mind
Clarity on Financial Health
Regular bookkeeping provides clear insights into your financial performance. You’ll have answers to essential questions, such as:
• How much money are we making? Regularly tracking income and expenses helps you understand your profitability and cash flow.
• Are my books “tax return ready?” Keeping accurate records ensures that you are prepared for tax season, reducing the stress and potential for errors.
• How are we performing against our goals? Bookkeeping allows you to measure progress toward your financial goals, helping you identify areas for improvement.
Better Decision-Making
Time Savings
Compliance and Accuracy
Enhanced Tax Preparation
Financial Planning
Key Benefits:
- How much money are we making?
- Are my books "tax return ready?"
- How are we performing against our goal?
Accounting
$1,575 / month
Enhanced Financial Management
Clarity on Profitabilty
You’ll receive detailed insights into your financial performance, helping you answer critical questions like:
• How much money are we making? Regular analysis of income and expenses provides a clear picture of profitability.
• What are our business’s margins? Understanding your margins helps identify areas for improvement and cost management.
Goal-Oriented Strategies
Advisory services support you in setting and tracking milestones to achieve your objectives, allowing for proactive adjustments:
• What milestones do I need to hit to achieve X goal? With tailored strategies, you can map out the necessary steps to reach your targets.
Performance Monitoring
Stay informed about how your business measures up against established goals:
• How is our business performing against your goal? Regular performance reviews help you identify successes and areas needing attention.
Optimal Payroll Strategies
Expert guidance on payroll can streamline your processes and ensure compliance:
• How should we pay our people? Tailored payroll strategies can enhance employee satisfaction and retention while optimizing costs.
Improved Decision-Making
Time and Resource Efficiency
Customized Solutions
Key Benefits:
- How much money are we making?
- What are our business’s margins?
- What milestones do I need to hit to achieve X goal?
- How is our business performing against your goal?
- How should we pay our people?
Growth
$3,250 / month
Comprehensive Financial Insights
Gain clarity on essential financial metrics, empowering you to answer critical questions:
• How much money are we making? Understand your overall profitability through regular financial reviews.
• What are our business’s margins? Analyze your profit margins to identify strengths and areas for improvement.
Goal Tracking and Performance Evaluation
Stay focused on your objectives and measure your progress:
• What milestones do I need to hit to achieve X goal? Set clear milestones and develop actionable plans to reach them.
• How is our business performing against your goal? Regular performance assessments keep you aligned with your strategic vision.
Payment and Contractor Management
Streamline your payment processes and ensure compliance:
• How should we pay our people? Receive guidance on optimal payroll strategies tailored to your workforce.
• What contractors do I need to give a 1099 to at the end of the year? Ensure compliance with tax regulations and accurate reporting.
Accounts Receivable and Payable Tracking
Stay on top of your cash flow and financial obligations:
• How much money do my customers owe me and how long have they owed it for? Monitor outstanding invoices to manage cash flow effectively.
• How much money do I owe vendors? Keep track of payables to avoid late fees and maintain good vendor relationships.
Competitive Benchmarking
Understand your position in the market:
• How does our business stack up against other businesses like ours? Gain insights into industry standards and identify growth opportunities.
Owner Compensaion Strategies
Determine fair compensation for business owners:
• How much should we pay the owners of the business? Establish competitive and sustainable compensation strategies.
Tax Planning
Plan your tax payments effectively:
• How much money should I pay in taxes throughout the year? Strategize tax payments to minimize liabilities and avoid surprises.
Expense Management
Control and attribute your expenses accurately:
• How do we reimburse employees for out-of-pocket expenses? Implement clear reimbursement policies to ensure employee satisfaction.
• How do we make sure the spending doesn’t get out of control? Establish budgets and monitoring systems to keep spending in check.
• How do we make sure those expenses are attributed to the correct customers? Use detailed tracking systems to allocate expenses accurately, enhancing profitability analysis.
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Key Benefits:
- How much money are we making?
- What are our business’s margins?
- What milestones do I need to hit to achieve X goal?
- How is our business performing against your goal?
- How should we pay our people?
- What contractors do I need to give a 1099 to at the end of the year?
- How much money do my customers owe me and how long have they owed it for?
- How much money do I owe vendors?
- How does our business stack up against other businesses like ours?
- How much should we pay the owners of the business?
- How much money should I pay in taxes throughout the course of the year?
- How do we reimburse employees for out of pocket expenses?
- How do we make sure the spending doesn’t get out of control?
- How do we make sure those expenses are attributed to the correct customers?
Compliance
$1,550 / year
We will get your tax return filed and analyze some tax strategies:
Key Advantages
1 Personal Tax Return
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Tax Return Review via Loom Recording
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Quarterly Estimated Tax Calculations — Safe Harbor Only
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Tax Optimization Checklist — Annual
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Quarterly Tax Savings Newsletter
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Tax Strategy Call — Annual
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Guaranteed Turnaround Times — 6 Weeks
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Tax Return Extension — Firm's Discretion
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Point of Contact — Staff Accountant
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Business Return — $2,000 a la carte add-on
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Proactive
$5,000 / year
Faster turnaround time, and we will help you optimize your tax situation periodically throughout the year:
Key Advantages
1 Personal Tax Return
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Tax Return Review via Loom Recording
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Quarterly Estimated Tax Calculations — Safe Harbor Only
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Tax Optimization Checklist — Quarterly
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Quarterly Tax Savings Newsletter
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Tax Strategy Call — 4 Weeks
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Guaranteed Turnaround Times — 6 Weeks
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Tax Return Extension — Client's Discretion
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Point of Contact — Manager or Above
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Personalized Tax Plan
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Government Notice Response
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Email Support - Basic
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Business Return — $2,000 a la carte add-on
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Advisory
$15,000 / year
Fastest turnaround time, audit protection and we work closely with you throughout the year:
Key Advantages
1 Personal Tax Return
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Tax Return Review via Loom Recording
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Customized Quarterly Estimated Tax Calculations
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Tax Optimization Checklist — Monthly
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Quarterly Tax Savings Newsletter
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Tax Strategy Call — 4 Weeks
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Guaranteed Turnaround Times — 2 Weeks
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Tax Return Extension — Client's Discretion
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Point of Contact — Manager or Above
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Personalized Tax Plan
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Government Notice Response
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Email Support - Premium
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Tax Audit Support
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Business Return — $2,000 a la carte add-on
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Why Work with Us
Our Core Focusâ„¢
Our core values guide our actions and decisions, ensuring we consistently deliver exceptional service and build trustworthy relationships that benefit our customers.
Purpose / Cause / Passion
Niche
Thank you for talking me off of a cliff. It is very much appreciated, you saved me hundreds of thousands of dollars. You are worth every penny.
Thomas Kuoh
Kuoh Photography
If you need someone to grow your business the correct way, your first call should be to Better Numbers. Your second call can be to your clients.
Mike Wilcox
Khronos
This team has made our business more profitable (by more than 50%), and they have been valuable partners in helping our marketing agency growing smarter.
Heather Bragg
Bragg Media