Small business membership plans to strengthen your financial future 

Small Business Plans

We offer plans based on your needs to help you strengthen the financial future of your small business.  Receive the peace of mind that comes from having a finance and accounting professional dedicated year-round to help you succeed.  

Monthly Coaching:  We meet with you virtually to develop and implement your tax and financial plans, and to help you and your business to succeed.  
Tax Planning:  We assist you to develop and implement a tax plan. 
Financial Planning: We work with you to develop and execute your financial plan.
Tax Return: We help you to submit your tax return.
15% Discount: You receive 15% off of our accounting and payroll services.
IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
Year-Round Tax Support: We are available year-round to help with your tax questions.

As a small business owner, stop worrying about and start building your bright financial future. 

Most small business owners lose $500,000 to $5,000,000 because they don't invest in their financial future!

Use the strategies that billionaires use to grow and protect their money.  

Minimize your taxes

Keep more of your money

Improve your credit 

Build your business credit

Protect your personal finances

Grow and protect your money

Manage your accounting & payroll

Learn about our Accounting Services

Your business needs your full-time attention. Bookkeeping and accounting is our passion.  We handle your books, so can focus on what you excel at. 

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