Peace of Mind Package
About This Service
Who it's for: Growing small businesses that need tax-ready books, regular reporting, and strategic guidance — not just data entry.
What you get:
- Monthly categorization of all business transactions
- Monthly account reconciliation
- Monthly financial reporting, so you always know where your business stands
- Quarterly advisory/strategy meeting to help you plan ahead and make informed decisions
Support: Email or phone response within 48 hours, plus 5 hours per year of dedicated IRS/audit support — so you're covered if questions ever come up.
Terms: Flexible 30-day cancellation. Backed by a satisfaction guarantee — if you're ever unhappy, your most recent month is refunded, no questions asked.
True peace of mind: accurate books, clear reporting, and a partner in your corner when it matters most.
Deliverables
Analysis of Income and Expenses to save more money and grow income. Includes Everything in Tier 1 & Tier 2 AND State business tax submissions included Quarterly filings & reporting included Monthly accountability / strategy meeting (virtual) Full business budget creation + monthly review Quarterly business growth & financial optimization consultations Proactive financial recommendations to: Increase profit Reduce expenses Improve long-term sustainability Goal & KPI tracking support, tools, and reporting
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