Bookkeeping

Updated Monthly

Updated Weekly

Updated Weekly

Financial Statement Preparation

✔

✔

✔

Preparation of 990

✔

✔

✔

Estimated Tax Payment Calculations

Safe harbor calculations only.

Semi-annual projections with adjustments as needed.

Quarterly, forward-looking estimates tied to cash flow and planning.

Financial Review and Tax Planning Calls

One scheduled quarterly review call.

Monthly reviews with ongoing access for strategic discussions.

Tax Notice Resolution

✔

✔

✔

Cash Flow Forecasting

✔

✔

Receipt Management

✔

✔

Availability for questions

Email-only support, with responses within 2–3 business days.

Email, response within two business days + limited phone support + scheduled quarterly calls.

Priority access by email or phone, with next-day response.

Financial Statement Deliverable Date

End of Month

15th of the month

10th of the month

Monthly Investment

Starting at $795

Starting at $995

Starting at $1,295