Total financial oversight and high-level strategy.
*Bookkeeping: High-capacity support (200–500 transactions & 5–8 accounts).
*Advanced Tracking: Multi-entity/class tracking and accrual adjustments.
*Business Filing: Both Business and Personal returns included. After 6 months of service.
Tax Strategy: Quarterly estimated calculations and EOY "Optimization Sprints."
Strategic Advisory: Advanced tactics (Augusta Rule, Optimized Payroll).
CFO Oversight: Monthly forecasting for taxes, hiring, and distributions.
Audit Defense: Fully managed, end-to-end protection.
*Support: Real-time Phone and Zoom access for big decisions.
*Deliverable: Monthly Strategic Partnership sessions with "what-if" modeling.