Small Business Service Plans

We provide year-round services for small businesses and not just at tax season. Because our goal is to be your trusted CPA small business advisor, we offer three levels of optional service plans for small businesses. This will give you complete access to us for twelve months during the year so that we can keep your business compliant, help you to maximize operational performance and profit, as well as provide realistic business solutions. With our service plans, you’ll pay a flat monthly fee each month during the year.

Level 1 – Compliance (outsourced accounting, payroll, and tax return preparation for your business)

Level 2 – Financial Analysis (includes Level 1 services plus a detailed analysis of the financial health and strategic planning for your business)

Level 3 – Outsourced Controller/ CFO (includes Level 1 and 2 services plus oversight of the financial operations and performance measurement of your business)


We can custom design an annual service plan to meet the needs of your small business.  For more information, please call our office today at (727) 391-7373.