Did you know what else we can help you with? Explore some of the options we offer!
AP & AR Services
Tired of paying your bills manually? Overwhelmed with the back office function?
We offer full service Bill Pay and Accounts Receivable services starting at $250/month.
Payroll Management
Payroll can be complicated as you continue to hire W2 employees, especially when they reside in various states.
We offer full Payroll Management for our business clients who use the Gusto platform and are seeking to reduce the stress of payroll and ensure proper compliance.
Gusto Payroll Management is offered in tiers and starts at $500/month.
Accounting Dashboard & Forecasting
Interested in diving into the metrics of your business further? Do you want to understand where you will be in 3, 6 or 12 months from now?
Consider adding Forecasting to your experience - Forecasting and "Lite CFO" are custom priced based on the complexity of your business. Drop us a line on your needs in Soraban and let's discover how we can add more value to your business!
Tax Planning Implementation
The implementation of tax planning is an ongoing process that does not stop for entrepreneurs and investors once the planning is done. Below are examples of services we offer to meet you where you're at and ensure your planning is executed properly.
- Entity Formation
- Amended Returns (for taxes filed prior to working with us)
- Intercompany Contracts
- Company Plan Documents
- Shareholder Loans
Check out our starting pricing for Implementation!
Specialty Tax Studies
Are you a real estate investor? Innovative business owner? From time to time, your team may recommend further investigation into certain areas of the tax code which require specialized studies to claim lucrative tax credits.
We offer the following custom-priced studies:
- Cost Segregations (up to a $1M purchase price)
- Research & Development (R&D) Tax Credit Studies
- Employee Retention Credit (ERC) Studies