Annual Bookkeeping – Basic Compliance
Basic
Frequency: Annual
Annual bookkeeping and tax compliance for companies with low transaction volume. Designed for companies seeking annual compliance without ongoing monthly bookkeeping.
Accounting & Advisory Plans
Accounting support that matches the rhythm of your business.
Four plans, from annual compliance to monthly bookkeeping. Every plan coordinates your bookkeeping with your federal and state tax filings, and complements our strategic and international tax advisory.
Annual Bookkeeping – Enhanced Compliance
Basic Plus
Frequency: Annual
Annual bookkeeping and tax compliance for companies with higher transaction volume. Designed for companies seeking annual compliance without ongoing monthly bookkeeping.
Quarterly Bookkeeping & Compliance
Quarterly
Frequency: Quarterly
Quarterly bookkeeping and tax compliance for companies that benefit from periodic financial reviews and quarterly bookkeeping, without the need for monthly accounting.
Monthly Bookkeeping & Compliance
Monthly
Frequency: Monthly
Monthly bookkeeping and tax compliance for companies that require ongoing financial oversight and consistent reporting throughout the year. Designed for companies that require continuous bookkeeping support, monthly financial reporting, and ongoing tax compliance coordination.
Choosing the right rhythm
Annual — Basic & Basic Plus
Year-end bookkeeping and tax compliance for businesses that do not need monthly accounting. Basic suits low transaction volume and one bank account; Basic Plus handles higher volume and multiple accounts.
Quarterly
Quarterly bookkeeping and financial reviews, quarterly financial statements, estimated tax guidance when applicable, and one quarterly review meeting.
Monthly
Monthly bookkeeping and reporting for continuous oversight, with a review meeting each quarter and ongoing email communication.
Each engagement is evaluated individually and quoted according to transaction volume, accounts and needs. Terms are confirmed in writing before any work begins.
Facing an important decision?
Start with a strategic consultation. We will review your situation, identify the key questions, and outline how we can help.
Strategy Behind Every Decision.