Monthly Service Plans
Business
Ensuring Your Business Sense Saves You Dollars and Cents.
WE ARE PROUD TO SERVICE OUR FRENCH-SPEAKING COMMUNITIES ESTABLISHED THROUGHOUT CALIFORNIA.
Tax Compliance
- Business Tax Return: Federal + Home state included. Additional fee charged for additional states
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- Two check-ins and tax updates notifications (Q2 & Q4)
- Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
- Business Tax Return: Federal + Home state included. Additional fee charged for additional states
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- Two check-ins and tax updates notifications (Q2 & Q4)
- Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
- IRS or state notice resolution – Review and Response (up to 2 per year)
- Business Tax Return: Federal + Home state included. Additional fee charged for additional states
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- Two check-ins and tax updates notifications (Q2 & Q4)
- Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
- Books ready for tax
- Business Tax Return: Federal + Home state included. Additional fee charged for additional states
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- Tax Planning & Ready to Advise (Personal only)
- Quarterly research & forums
- Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
- IRS or state notice resolution (up to 2 per year)
- 100% up to tax consultation
- Business Tax Return: Federal + Home state included. Additional fee charged for additional states
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- Tax Planning & Ready to Advise (Business & Personal)
- Company Setup Benefits Analysis
- Quarterly Check-ins and tax updates notifications
- Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
- IRS or state notice resolution (up to 2 per year)
- 100% up to tax consultation
- Business Tax Return with international schedules (Form 5471, 8865, 8858, 1116, 2555, FBAR)
- Tax processing & filing
- Evaluate eligibility for tax treaty benefits and totalization agreements
- Assist with special pricing documentation and intercompany transactions
- Technical support for notices
- Evaluation of international corporate structures for tax optimization
- Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
Bookkeeping
- Thorough review of historical financial transactions
- Identification of accounting inconsistencies
- Bank statement and ledger reconciliation
- Cleanup of duplicate or erroneous entries
- Preparation of accurate financial statements reflecting historical data
- Data entry for all business transactions
- Tax processing & filing
- Reconciliation for bank, credit cards, loans accounts
- Maintain general ledger and sub-ledgers as needed
- Prepare monthly financial reports
Accounting Services
- Verification of bookkeeper’s recorded entries
- Review of chart of accounts
- Ensure adherence to current accounting standards
- Training and guidance on best accounting practices as needed
- Verification of uncategorized items (income and expenses)
- Error correction and process improvement recommendations
- Supervision of in-house bookkeeper
- Accounts Payable Workflow Setup
- Payment Management
- Vendor Management
- Reporting & Controls
Advisory
- Discovery & Planning: Prepare analysis trial balance and planned year-end adjustments
- Documentation & Controls: Document key financial processes (revenue, expenses, controls, IT)
- Policy Review & Coordination
- Audit Support & Monitoring: Prepare PBC (Provided by Client) lists and requests, conduct pre-audit walkthroughs and mock interviews
- Prepare investor pitch deck financials
- Analyze current market conditions and industry trends
- Build dynamic financial models that capture your unique business performance
- Develop investor-ready narratives
- Prepare comprehensive financial reports with actionable insights
- Calculation of Burn Rate, Runway and investor-other metrics
Tax Compliance
Basic Compliance – Business clients
Business Tax Return: Federal + Home state included. Additional fee charged for additional states
Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
Two check-ins and tax updates notifications (Q2 & Q4)
Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
Optimal Compliance – Business clients
Business Tax Return: Federal + Home state included. Additional fee charged for additional states
Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
Two check-ins and tax updates notifications (Q2 & Q4)
Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
IRS or state notice resolution – Review and Response (up to 2 per year)
Optimal Compliance & Books ready for tax – Business clients
Business Tax Return: Federal + Home state included. Additional fee charged for additional states
Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
Two check-ins and tax updates notifications (Q2 & Q4)
Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
Books ready for tax
Tax Compliance & Advisory – Business clients
Business Tax Return: Federal + Home state included. Additional fee charged for additional states
Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
Tax Planning & Ready to Advise (Personal only)
Quarterly research & forums
Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
IRS or state notice resolution (up to 2 per year)
100% up to tax consultation
Optimal Compliance & Advisory – Business clients
Business Tax Return: Federal + Home state included. Additional fee charged for additional states
Personal Tax Return: Federal + Home state included. Additional fee charged for additional states
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
Tax Planning & Ready to Advise (Business & Personal)
Company Setup Benefits Analysis
Quarterly Check-ins and tax updates notifications
Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
IRS or state notice resolution (up to 2 per year)
100% up to tax consultation
Compliance for U.S. expatriate clients with international income streams
Business Tax Return with international schedules (Form 5471, 8865, 8858, 1116, 2555, FBAR)
Tax processing & filing
Evaluate eligibility for tax treaty benefits and totalization agreements
Assist with special pricing documentation and intercompany transactions
Technical support for notices
Evaluation of international corporate structures for tax optimization
Phone Calls/Emails Support throughout the Year – not resulting in separate stand alone advisory offering
Bookkeeping
Book Cleanup
Thorough review of historical financial transactions
Identification of accounting inconsistencies
Bank statement and ledger reconciliation
Cleanup of duplicate or erroneous entries
Preparation of accurate financial statements reflecting historical data
Bookkeeping (customized per transaction volume and needs; for clients who do not have an in-house bookkeeper)
Data entry for all business transactions
Reconciliation for bank, credit cards, loans accounts
Maintain general ledger and sub-ledgers as needed
Prepare monthly financial reports
Accounting Services
Accounting support (ideal for businesses who have their in-house bookkeepers)
Verification of bookkeeper’s recorded entries
Review of chart of accounts
Ensure adherence to current accounting standards
Training and guidance on best accounting practices as needed
Verification of uncategorized items (income and expenses)
Error correction and process improvement recommendations
Supervision of in-house bookkeeper
Accounts Payable and Vendor Management
Accounts Payable Workflow Setup
Payment Management
Vendor Management
Reporting & Controls
Advisory
Financial Statement Audit Readiness
Discovery & Planning: Prepare analysis trial balance and planned year-end adjustments
Documentation & Controls: Document key financial processes (revenue, expenses, controls, IT)
Policy Review & Coordination
Audit Support & Monitoring: Prepare PBC (Provided by Client) lists and requests, conduct pre-audit walkthroughs and mock interviews
Investor-ready financial statements
Prepare investor pitch deck financials
Analyze current market conditions and industry trends
Build dynamic financial models that capture your unique business performance
Develop investor-ready narratives
Prepare comprehensive financial reports with actionable insights
Calculation of Burn Rate, Runway and investor-other metrics