CASHFLOW

[ $300/week ]

Expense Management

♦ Everything above PLUS...

♦ Done-For-You bookkeeping with Accounts Payable bill pay

♦ Peace of mind knowing your bills get paid with money left over

♦ Pay your 1099 subcontractors

♦ Categorize and reconcile bank & credit card transactions

♦ Track your Quarterly Estimated Tax Payments account

♦ Online weekly-updated Expense Reporting Dashboard

EXTRA:  We pay your Accounts Payable subscription

PROFIT

[ $500/week ]

Income & Expense Management

♦ Everything above PLUS...

♦ Done-For-You bookkeeping and accounting with peace of mind included free

♦ Manage your Accounts Payable and Accounts Receivable

♦ Communicate with customers who are behind on their payments to you

♦ Experience less stress knowing your income is greater than your expenses

♦ Track and manage money inflows and outflows

♦ Get our bookkeeping & accounting «20 point peace of mind checklist»

♦ Monthly «Know Your Numbers» financial performance report

EXTRA:  We pay your Accounts Payable & Accounts Receivable subscription

GROWTH

[ $800/week ]

Income & Expense Mgmt • Budgeting • Forecasting • Website Analysis • Growth Strategies • Tax Prep

♦ Everything above PLUS...

♦ FREE FOREVER tax preparation & filing (...or at least while you're a customer)

♦ A dedicated accountant overseeing your day-to-day financial operations

♦ Website review, recommendations, and writing

♦ Work with our Website Designer to update your website to get more customers

♦ Monthly benchmark targeting plus cashflow and profitability analysis

♦ Monthly status report covering cashflow | profit | growth

♦ Monthly strategy call focused on profit and growth

♦ Quick results and peace of mind knowing you're no longer stuck

EXTRA:  Monthly call with our Business Growth Strategist

«TAX»  ADD-ON

[ $150/month ]

(or get it free—see CALL page)

Never worry about taxes again...while also lowering your tax bill

◊ Business and Personal tax returns

◊ Monthly  tax savings/deductions report

◊ Quarterly  tax estimate reminders

◊ Yearly  tax return review conference call

◊ Mid-year  tax planning and strategies

◊ Year-round  tax support via email & text

«PAYROLL»  ADD-ON

[ $200/month ]

(or get it free—see CALL page)

We'll handle it — you stop stressing about “making payroll”

◊ Use payroll by Gusto, Onpay or QB Payroll

◊ Create and file end-of-year W2, W3 and 1099 forms

◊ Manage your weekly payroll budget

◊ Maintain your payroll roster, benefits, changes to payroll info

◊ Process employee payroll on your schedule

CATCH-UP / CLEAN-UP

[ $100/month for 1 year ]

(or get it free—see CALL page)

Is your bookkeeping behind, disorganized, incorrect?

◊ Review and update your Chart Of Accounts

◊ Organize and restore the accuracy of your financial records

◊ Reconcile (up to 1 year) all bank and credit card statements

◊ Stop making bad business decisions based on inaccurate info

◊ See the true financial health of your business

NOTE:  You must be using Digits or QuickBooks or Xero