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Learn moreIntentional Growth Package
Offering a robust line of products to meet your personal and business needs
Select a product
Who Are You?
Open minded?
Result driven?
Looking for guidance with people & processes?
Needing that operational drive with your team?
Ideal for business with $300k - $3M in revenue
- Maximizing your profitability
- Growing your team
- Improving the company culture
- Tax saving strategies
- Advisory services
- Gaining business clarity & direction
**A monthly all-inclusive package starting at $1,000. No more hourly rates that you cannot control.
includes:
Maximizing Profitability
- Providing maximum understanding of your financial reporting
- Reconciling bank & credit card accounts
- Review and reclassify transactions to ensure complete accounting compliance
- Monthly preparation and review of financial statement
People & Culture
- Payroll Services – including weekly/biweekly preparation, submitting payroll tax payments, quarterly filings and annual required forms
- Contractor & Vendor 1099’s
- Selection & guidance of retirement plans, team member benefits
Tax Savings & Advisory Services
- Bi-annual tax planning, utilizing comprehensive checklists
- Correspondence with tax agencies as needed
- Business tax return preparation
- Submission of sales tax and sales tax reports
- Preparing personal business property reports
-
Individual tax strategies & tax preparation
- *additional fees may apply
Business Clarity & Direction
- General business consulting
- Weekly Zoom Q&A meetings with all monthly clients
- Quarterly one-on-one meetings with business owners & our leadership team
- Access to 12 modules of building financial wealth available to entire team
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