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One Monthly Fee. Full-Service Accounting.
EVERY MONTH
Bookkeeping and reconciliation
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Financial Statements
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QBO Management
EVERY QUARTER
Tax Planning Meeting
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Financial Performance Review
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Proactive Advisory
EVERY YEAR
Tax Return Preparation
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Year-end Close
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Filing and Compliance
Most CPAs only see your business twice a year. We are in your numbers every month, which means fewer surprises, better decisions, and a tax return that is already halfway done before January. Our model is built around long-term relationships, not transactions.
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