Accounting Packages

The Pilot

Everything included in The Captain below, plus:

  • Monthly Planning and Review Meetings
  • Monthly Cash Flow Analysis
  • Annual Goals & Business Development Meeting
  • Comprehensive Exit Strategy Planning & Implementation
  • Mergers & Acquisition Consulting

Choose the Pilot when you’re ready to build an empire.

Captain

Everything included in The Driver below, plus:

  • Quarterly Planning and Review Meetings
  • Annual Tax Reduction Planning
  • Marketing Effectiveness Analysis
  • “Outsourced” Services, including:
    • Quarterly Cash Flow Analysis
    • Annual Budget Development
    • Annual Budget vs. Actual Review
    • Annual Controls Review
    • Annual Technology Review

Choose the Captain when you want a long term advisor and a map to sustainable growth.

Driver-only

  • Monthly Accounting
  • Annual income tax return preparation for business and business owners
  • Payroll Processing
  • Bill Payment Service
  • Monthly Sales Tax Filing
  • Annual Personal Property Tax Declaration Filing
  • Twice annual review meetings

Choose the Driver when you need to focus on running your business, leave the rest to us

See a Full Description of Services

Get In Touch

weekdays  

9AM - 5PM

 

Contact Info

Address

3 Boulder Avenue
Old Greenwich, CT 06870