Are you struggling to...
- Keep Quickbooks and Xero up to date?
- Understand what is happening to your cash?
- Live deposit to deposit?
- Have enough cash to cover daily operations?
- Price your menu or services?
Want to love your business again?
01
Book a call
02
Choose a plan
03
Meet Your Team
04
Know Your Numbers
Bookkeeping and Advisory Plans
KAC - Guidance
MANAGE BUSINESS BOOKS
- Reconcile electronic transactions into QuickBooks
- Reconcile Bank Accounts
- Reconcile credit card accounts
- Record necessary journal entries
- Basic business reports
TAX PREPARATION
- Corporate or Partnership Tax Preparation
- Forms 1099
- Franchise tax return and public information report
- Audit Protection (see engagement letter for details)
- Annual Tax Strategy Session
ADVANCED REPORTING
- Budget set-up
- Budget to Actuals Reporting
- Cash Flow Report
- Monthly KPI Report
- Monthly Tax Allocation
GUIDANCE
- Deep Dive Assessment (Where you are)
- Goal Setting (Where you are going)
- Custom Blueprint (How to get there)
- Monthly Checkpoints (Tour guide)
- Priority Support
STARTING AT $1,500/month
KAC - Insights
MANAGE BUSINESS BOOKS
- Reconcile electronic transactions into QuickBooks
- Reconcile Bank Accounts
- Reconcile credit card accounts
- Record necessary journal entries
- Basic business reports
TAX PREPARATION
- Corporate or Partnership Tax Preparation
- Forms 1099
- Franchise tax return and public information report
- Audit Protection (see engagement letter for details)
- Annual Tax Strategy Session
ADVANCED REPORTING
- Budget set-up
- Budget to Actuals Reporting
- Cash Flow Report
- Monthly KPI Report
- Monthly Tax Allocation
STARTING AT $1,000/month
KAC - Essentials
MANAGE BUSINESS BOOKS
- Reconcile electronic transactions into QuickBooks
- Reconcile Bank Accounts
- Reconcile credit card accounts
- Record necessary journal entries
- Basic business reports
TAX PREPARATION
- Corporate or Partnership Tax Preparation
- Forms 1099
- Franchise tax return and public information report
- Audit Protection (see engagement letter for details)
- Annual Tax Strategy Session
STARTING AT $650/month
Where are you going?
Our vision is simple: business owners should pay themselves first, enjoy financial stability and have time for life without their business becoming an overwhelming cash drain.
How to get there
We help business owners gain financial clarity and create a roadmap for your business through bookkeeping, advising, and tax planning. Make the right next step.
Where to Start
Begin your journey to financial freedom by scheduling a deep dive call with us. We will explore your business needs and craft a personalized plan.