At Accountability Services, our proprietary approach and concierge service packages drive your business to where you want it to be. An ideal fit for business owners seeking a personal relationship with their professional business advisory, we are eager to be partners in your success.
Let us help you develop an actionable strategic plan to achieve your long-term business goals and maximize your post-tax net wealth.
When it comes to your business, do you want to be strategic, proactive, or reactive?
Reactive Approach
Compliance
Get professional support to maintain compliance for business taxes.
- Tax Ready Review
- Business Tax Return
- Individual Tax Return
- Tax Planning Meeting
results:
- Compliance
Proactive Approach
Concierge Essentials™
Enhance financial clarity and plan for what’s coming. Spend time meaningfully on your business.
- Dedicated Accountant
- Monthly Accounting
- Local Tax Filings
- Quarterly Financial Performance Review
- Budgeting, Cash Flow Planning, and "What if" Scenarios
- Best Practices Education
- Tax Ready Review
- Business Tax Return
- Individual Tax Return
- Tax Planning Meeting
results:
- Well Informed Decision Making
- Avoid Risk and Tax Suprises
- Reliable Financials Delivered Monthly
- "Know" What You "Don't Know"
- An Expert in Your Corner
- Clarity & Confidence in Your Financials and Their Impact
- Compliance
Strategic Approach
Concierge MasterPlan™
Take a strategic approach to your business and control what happens next. Build a personal relationship with your professional advisors.
- Tax Estimates
- Dedicated CPA
- Full Access to Advisory Team
- Dedicated Accountant
- Monthly Accounting
- Local Tax Filings
- Quarterly Financial Performance Review
- Budgeting, Cash Flow Planning, and "What if" Scenarios
- Best Practices Education
- Tax Ready Review
- Business Tax Return
- Individual Tax Return
- Tax Planning Meeting
results:
- A Strategy that Aligns with Your Goals
- Maximize Business Value at Exit
- Maximize Tax Savings
- Well Informed Decision Making
- Avoid Risk and Tax Suprises
- Reliable Financials Delivered Monthly
- "Know" What You "Don't Know"
- An Expert in Your Corner
- Clarity & Confidence in Your Financials and Their Impact
- Compliance
Work ON your business, not IN it
Free up time to focus on core initiatives and grow your business. To get started, schedule a discovery call with our talented and experienced advisory team.
Extend business planning to your personal finances
Proactive solutions and strategic planning shouldn’t stop with your business. Explore our 1040 service packages to reduce your overall personal tax liability and reach your goals faster.
