::: Advanced Package :::

“I need help on a monthly or quarterly basis with my accounting and/or payroll.”

Ongoing consultation for the financial health of your business. We provide “course correction” and advice to help you catch potential problems early on. We will constantly seek ways to capitalize on tax saving opportunities.
What is included :

  • Monthly or quarterly accounting/bookkeeping services.
  • Payroll preparation services.
  • Summer and fall tax planning checkups–review the accounting and look for issues.
  • Ongoing review of financial status to formulate year-end tax reduction plans.
  • One 30-minute phone/email consultation per month.


What is not included:

  • Unlimited consultation and support.
  • Brainstorming sessions.
  • Financial Goal Setting.
  • Business Planning.
  • Bill Payment services.


Go back to Packages Page


Ready to sign up for our Advanced Package? Call us at (323) 262-9292
or CLICK HERE to Contact Us.