The CONGLOMERATE PACKAGE is our highest level of service.  It includes everything in the other packages plus our MyCFO service.  MyCFO turns your CPA into your CFO helping you with everything from bank financing to analyzing business reports and financials.  It's just like having a financial officer of your own, without the high price or overhead.  This package includes:

  • Monthly Financial Statements prepared for you by our certified staff accountants
  • Quarterly Compilation Reports
  • Semi-monthly or weekly payroll including preparation of payroll tax returns
  • Business tax return preparation each spring by licensed CPA
  • Personal tax return preparation each spring by licensed CPA
  • Quarterly tax projections
  • 4 planning meetings per year with your tax advisor
  • MyCFO service (a $1,200.00 value)
  • Participation in the financial planning service and preparation of your financial plan
  • Setup of retirement plans(401k, SEP IRA, etc.) and personal investment accounts
  • Management of up to $100,000.00 of investments in our IAS

If you business needs the highest level of service, this is the plan you want.  We can't think of anything else to offer you or we would have it in here.

REVENUE $250,000.00- $400,000.00 (REVENUE > $400,000 you will need a custom quote)

MONTHLY FEE $335.00 /month