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Packages & Pricing

Business Tax & Accounting Services

Does your CPA or Accountant provide you with pro-active tax planning ideas? That's our specialty, reach out today to get a no-cost tax analysis.

1

Essential Services

Essential Services include on-going tax-planning & consulting, bookkeeping, payroll, compliance, and annual tax preparation & filing.

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- Low Complexity

- Annual Support Meeting

- Secure Communication Portal

- ​Personal Client Coordinator

Up to $750 / per month

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2

Controller Services

Affordable Services includes the simple services, plus on-going support for A/R, A/P, collections and subscription spend monitoring.

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- Medium Complexity

- Quarterly Support Meeting

- Secure Communication Portal

- Personal Client Coordinator

Up to $4,000 / per month

3

Fractional CFO Services

Comprehensive Services includes clean-up projects, audit services, financial planning & analysis, estate planning, etc...

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- High Complexity

- Monthly Support Meetings

- Secure Communication Portal

- Personal Client Coordinator

Contact Us For Details

01

DISCOVERY MEETING

First step towards simplifying your financial operations.

 

You'll learn how our integrated approach to payroll, bookkeeping, and tax services can save you time and reduce stress by streamlining your processes under one roof.

 

During the meeting, we'll explore how our expertise can specifically address your needs.

02

VALUE ANALYSIS

Gaining access to your tax filings and bookkeeping records is crucial for us to offer you a comprehensive value analysis tailored to your business needs.

 

By understanding your financial landscape, we can pinpoint opportunities to streamline operations, cut costs, and boost profitability, ensuring that our services provide measurable benefits and help drive your business forward.

03

PROPOSAL & DECISION

Once we have a clear understanding of your financial situation from your tax filings and bookkeeping records, we'll craft a tailored proposal outlining specific solutions designed to optimize your financial operations.

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This proposal will provide a roadmap for decision-making, highlighting how our services can directly benefit your business, support your goals, and enhance overall efficiency.

Small Business Tax Credits

FREE 30 MINUTE CONSULTATION

Ready to get started with SmartCloud Tax & Accounting?  Book your advisory call today, just click this link!

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What's Included in our Outsourced Accounting Model?

We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.

Provide an in-depth analysis of your taxes, financial situation and accounting system.

We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.

We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.

We'll provide monthly or quarterly reports and management dashboards for key performance indicators.

We'll close out your books and perform high levels of year end reporting.

We'll make year end tax season a breeze since we've done all the bookkeeping, tax payments & tax plans.

We'll create a comprehensive tax reduction plan for the current year and the future, keep more of what you make.

We'll pay in your taxes throughout the year according to the tax plan, which eliminates year end surprises.

We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.

We'll prepare & file your taxes.

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