Here’s What Working With Us Looks Like After the Onboarding Stage:
Monthly
Bookkeeping & Financial Reports
At the beginning of each month, we request the documents we need to complete your bookkeeping. Throughout the process, our team will stay in touch to ensure everything is accurate and complete. Once that’s done, you’ll receive clean, accurate financial statements so you always know where things stand.
M2C2: Meaningful Monthly Client Communication
This is a check-in with real, relevant insights based on the latest performance of your business. We’ll share what’s working, what might need attention, and anything else that helps you stay in the know and ahead of the game—with context that actually means something for where you are right now.
Quarterly
Proactive Tax Planning
Every quarter, we take a fresh look at your tax picture and provide:
- Updated tax projections
- Estimated payments to keep you ahead of the IRS
- Tailored tax strategies based on what’s happening in your business
- A tax planning meeting to review and explain it all
This level of proactive planning is included in Tax Planning Core or Elite packages. If you're on Tax Planning Lite package, we’ll still provide estimated tax payments using the safe harbor method based on your prior-year tax return.
Annually
Year-End Tax Planning Meeting (Nov–Dec)
Before the year ends, we meet to finalize your tax strategy. This is the most important planning conversation of the year. We look at every possible move to minimize your tax bill and lock it in before December 31.
Tax Return Filing (Mar–Apr)
Once tax season arrives, there are no surprises. We simply take everything we’ve worked on during the year and prepare your business and personal returns—quickly, accurately, and stress-free. Just compliance, no chaos.
Anytime You Need Us
Ongoing Advisory Support
Questions, decisions, or unexpected changes? We’re here for all of it. You’ll have access to ongoing advisory and can schedule additional meetings as needed—because business isn’t always predictable, and we don’t expect you to do it alone.
This isn’t a once-a-year relationship.
We’re with you year-round—planning ahead, keeping things clean, and making sure you always feel in control of your finances and your taxes.