This package makes the most sense for sellers that currently have $100,000 or more in monthly sales consistently. The intent of this package is to create systems for your business to keep compliant, have reliable financial data AND have our team support you for your questions. Once your sales exceed $100,000 or more per month consistently we believe that you should fully outsource your Bookkeeping, Accounting, Sales Tax, and Income Tax workstreams and instead focus your efforts on other areas that can help your business grow, such as advertising, customer support, and product fulfillment.
Outsourced CFO
S-Corporation or C-Corporation Tax Structure Setup
Quickbooks Bookkeeping Including Income Statement, Balance Sheet, and Statement of Cash Flow
State Sales Tax Registration & Filings
Business Tax Return Preparation
Individual Tax Return Preparation
Slack Ongoing Support
Outsourced CFO
View Our Other Services
Exit Services
Due Diligence Services
Preparation of Seller Discretionary Earnings Report (SDE Report)
Partner With Our Team of Brokers To Find Qualified Buyers
Have Our Team Manage Communications With Prospective Buyers
Ecom CFO
Includes EVERYTHING in Outsourced CFO
Sales Tax Registration & Filings for 10 States
Payable & Receivable Accounting
Exit Ready Financials
Seller Discretionary Earnings Report (SDE Report)
How are we different?
one
We found our Niche
Most private practice CPAs take on any and all clients without regard to the type of individual and/or business. Our E-Commerce niche approach makes us a more valuable resource to your E-commerce business.
two
We dress different
We know that you don’t wear a suit and tie to work every day so why should you have an accountant that does so? We have a startup culture coupled with a virtual business model. All of our people – from staff level through the founder, work from home or in shared office spaces.
three
We work different
Many private practice CPAs run a “drop off” service business. Meaning that as their client, you likely only speak to them once a year when its tax return time, or worse, only when issues arise. Our core belief is that we can add more value to your business if we chat with you on an ongoing basis. Therefore monthly phone time is factored into our pricing to ensure that we are consistently speaking, maintaining our working relationship, and maintaining accounting/tax planning strategies.