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Small Business Success Program

Profitable Financial Advice

Do you have any of these headaches in running your small business?

business 360

  • Too Many Demands (Customers, Vendors, Employees, New Government Regulations)?
  • Increased Competition (Commoditization of your products or services)?
  • Not enough time in the day, working too many hours? (Decreased Quality of Life and not spending enough time with your family and loved ones?)
  • Not making enough money and paying too much in taxes?

As small business advisors and accountants we witness firsthand how the current economic conditions are affecting local small businesses. And, with the rise of the new economy, the rules of business from just a few years ago have fundamentally changed.

We find many small business owners are struggling to stay competitive and still earn a decent living from their business.

Let us help you get back more time

To be blunt, you can no longer be a jack of all trades. Businesses that want to survive must focus on their core areas of expertise, delivering their product or service and focusing on marketing and providing added value to their clients.

Outsourcing various areas of your accounting and tax responsibilities will free you up to spend more time generating revenue in your business.

It’s time for a better accounting service

As former small business owners ourselves we discovered that there was a missing link in the supply chain of accounting firms serving small businesses. At one end are H&R Block-style tax preparers who focus solely on preparing an annual tax return and provide little value in the way of tax planning and proactive business and accounting advice. At the higher end are expensive CPA firms that focus primarily on high net worth individuals and mid-size businesses; providing tax planning and auditing, but doing little to work proactively with the small business owner on day-to-day issues at a reasonable price point. Additionally, for business guidance the only real choice was the stable of overpriced management consulting firms charging in excess of $25k for most types of projects.

Our Solution

SuccessOur goal is to deliver an affordably priced solution that addresses the needs of most small business owners in the areas of bookkeeping, tax and small business advisory.We developed our 360 Small Business Success Package to specifically address this need in the marketplace.No more nickel and diming you for every phone call and email.

We have a fixed-price solution; you pay the same amount every month so you can budget your finances accordingly. This also helps smooth out your cash flow.

We translate the financial information we provide into plain English you can understand and data you can act on to run a better business.

You deserve your own CFO.

Like all larger businesses that have a full time CFO (Chief Financial Officer) on staff who helps guide the business to make correct financial moves, you as a small business owner deserve the same to help ensure your business is maximizing its potential.

Our package provides this level of expertise to your company on a part-time basis.

Tax Coaching

Unlike other accountants who just prepare your tax return once a year, we take the time to understand your tax situation and put together the best tax savings and planning strategies we can to help you pay the absolutely lowest tax liability legally allowed. No more unpleasant tax surprises.

Best of Breed Technology

In addition to being business advisors and accountants, we are also technologists.

We have many years of experience of putting the best of breed accounting technologies together to make businesses more efficient and profitable. You don’t have to be a techno geek to benefit from this; let us put our best of breed expertise to work for you.

Can you use:

  • Proactive Business Advice?
  • Proactive Tax Advice?
  • Better sleep at night?

Our Goal:

At the end of the day our goal is to help you accomplish your personal and business goals, help you increase your net worth and allow you the free time to pursue the things in life that are really important to you. Contact us today to find out if this program is a good fit for your business.

360 Small Business Success Program
Package Start-Up* Entreprenuer CEO Mogul
Initial Strategy & Start Up
Business Fiscal Exam x x x
Review Tax Returns x x x
Best Practices System x x x x
Goal Setting x x x x
Ongoing Items
Acting & QuickBooks Support x x x x
Tax & Bus Mngm Advice x x x x
Bookkeeping or QB Review x x x x
Outsourced Accounting Add On Add On Add On Add On
Capital Asset Depreciation x x x x
Sales Tax Returns x x x x
Tax & Business Updates x x x x
Access to Web Portal x x x x
CFO/Financial Coach
Financial Report Analysis
Annual x
Quarterly x
Monthly x
Budgets x x
Cash Flow Forecast x
CFO Monthly Hours 1 4
Year End Items Fee-TBD Fee-TBD Fee-TBD Fee-TBD
Annual Business Tax Returns x x x x
Annual Personal Tax Return x x x x
Year-end Tax Planing x x x x
Tax Plan (Customized) x x x
Year-end 1099’s x x x x
Annual Property Tax x x x
Business Analysis Report x x x
Quick Books for Success Included Included Included Included
Quick Books Intermediate 25% Off 50% Off 75% Off Included
Business Planning 25% Off 50% Off 75% Off Included
CEO Round Tables 25% Off 50% Off 75% Off Included
One Time Options
Financial Business Plan Varies Varies Varies Varies
Financial Business Model Varies Varies Varies Varies
Budget/Cash Flow Forecast Varies Varies Varies Varies
Monthly Options
Payroll Services Varies Varies Varies Varies
Hosted Desktop QuickBooks $50/Month $50/Month $50/Month $50/Month
QuickBooks Online by Intuit Varies Varies Varies Varies