Business Tax, Consulting & Profitability Management in Cary NC
Do you want to STOP:
-
Guessing if your profitable?
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Stressing over cash flow?
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Surprises for taxes owed?
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Spending unproductive time bookkeeping?
We can help you START:
- Launching into profitable growth!
- Proactively managing your cash!
- Planning for taxes!
- Unleashing your valuable time!
HOW WE HELP YOU
Foundation:
We build quality financial data
We make the complex simple
We save you time
Profitability:
Improve profit margins
Maximize tax efficiency
Budget profitable growth
Strategic:
Proactive business expansion
Owner exit strategies
Optimize capital
Sample Annual Budgets
Select Advantage Membership
Starter
$5,000+Annually
- Businesses < 5 Employees
- Annual Services Only
- Video Reviews
- Email Support
- Annual Recommendations
Pro
$10,000+Annually
- Businesses 5-10 Employees
- Quarterly Tune Ups & Planning
- ZOOM Meetings
- Staff Support
- Quarterly Proactive Planning
Premium
$20,000+Annually
- Businesses > 10 Employees
- Hands-On weekly Services
- Meet Your Way
- Partner Hotline
- Continual Profit, Tax, and Accounting Solutions
Client Services Include:
- Annual income tax return preparation, filing, review, and consultation
- Annual tax projections and planning
- Review of prior year’s tax returns (first time clients)
- Quickbooks Online Subscription: 30% discount off retail prices
- Business accounting, profitability review, and recommendations
- Bill.com discounted access, free setup & training (transaction fees apply)
- Secure online portal with tax return access and storage
- Convenience of virtual or in-person meetings
- Frequent tax tips on Facebook and blog
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