The Right Fit!
Finding the right accounting firm that you can trust is the right move to gaining control of your finances. We are honored you are considering working with us.
Work With Us!
We pride ourselves on delivering tailored solutions that meet the unique needs of our clients. To make sure we’re giving you our absolute best, we’ve chosen to specialize in the Childcare Industry. This means we really get to know the ins and outs of your industry, which lets us offer super-targeted strategies and results-driven solutions.To serve you better, we specialize in partnering with clients who match the following profile:
- You’re a single-owner business, and or you operate as either an S-corp, Partnership, C-corp or LLC.
- You’re consistently making over $500k in annual revenue.
- You provide childcare or preschool services at a location other than your home.
- You’re dedicated to reaching your goals and building your business.
- You’re either using QuickBooks or open to transitioning (we’re here to lend a hand!).
- You’re not more than 2 years behind on your annual tax filings.
- You’re committed to creating financial security for yourself and your business.
If you see yourself in this description, we’d love to get to know more about you and your business in order to explore how we can support your business growth together!
Complete the form below so we can learn more about you and your business.
The Right Fit Application
🧠 Know before you go ~
We begin every new client relationship with an Initial Diagnostic/Account Setup ($1500) so that we understand your unique needs and can identify any areas that may require attention in order to create your roadmap for the upcoming year.
As we move forward, please keep in mind:
- The Diagnostic process takes approximately one month to complete before we can officially begin service.
- Bookkeeping cleanup may be required and an extra charge may be incurred based on our diagnostic review.
Sound good? Let’s begin! 🚀
| WHAT'S INCLUDED | COMPREHENSIVE TAX PREP | ON DEMAND CFO |
|---|---|---|
| Dedicated Account Manager | Yes | Yes |
| Annual Tax Prep & Filing - Business and Personal | Yes | Yes |
| Quarterly Tax Estimates and Payments | Yes | Yes |
| Semi Annual Tax Strategy Calls | Yes | Yes |
| 1099s for up to 10 Contractors | Yes | Yes |
| Personalized Tax Return Video Walk Through | Yes | Yes |
| Personalized Account Portal | Yes | Yes |
| Annual Reasonable Comp Salary | Yes | Yes |
| Year-Round Help Desk | Yes | Yes |
| Weekly Bookkeeping | No | Yes |
| Monthly Financial Reports | No | Yes |
| Monthly Financial Review Calls | No | Yes |
| Budgeting and Forecasting | No | Yes |
| Advisory Support | No | Yes |
| Client Success Roadmap | No | Yes |
