Process & Plans

Our process starts with you.

Step 01

Discovery

Set up a meeting with us through Zoom online meeting to share your goals, aspirations and needs with us.


Step 02

Small Business Sample Packages

We take your input and customize real-time small business packages to fit your goals, aspirations, and needs. Your input generates 3 different small business package options. We review and explain 3 different options to you to ensure we have addressed all your objectives and important issues.


Platinum

Financial Statements (Monthly)
Annual Corporate tax return
Sales Tax Filings – Quarterly
Bookkeeping – (100 – 150 transactions) (Weekly)
Financial Review Meeting (Monthly)
Email Support (Monthly)
Cloud Financial Software
Cloud Document Collection & Management Software
Secure email and file tax system
Budget & Forecasting Services

Gold

Financial Statements (Quarterly)
Annual Corporate tax return
Sales Tax Filings – Quarterly
Bookkeeping – (100 – 150 transactions) (Monthly)
Financial Review Meeting (Quarterly)
Email Support (Quarterly)
Cloud Financial Software
Cloud Document Collection & Management Software
Secure email and file tax system

Silver

Financial Statements (Annual)
Annual Corporate tax return
Sales Tax Filings – Quarterly
Bookkeeping – (100 – 150 transactions) (Quarterly)
Financial Review Meeting (Annual)
Email Support (Annual)
Cloud Financial Software
Cloud Document Collection & Management Software
Secure email and file tax system

Step 03

The Work Begins

If you’ve found a package that works for you. We train you on QB Online, introduce you to Apps, develop workflow that makes sense and support you with real-time collaboration.