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Executive Package
Complete Financial Management for Business Owners
The Full Executive Package
Complete Financial Management for Business Owners
Running a business requires more than just keeping the books balanced. It demands strategy, accuracy, and a trusted partner who understands your financial landscape. Our Executive Package is designed for business owners who want complete peace of mind knowing every aspect of their accounting, tax, and compliance is managed with precision.
We go beyond traditional bookkeeping. This all-inclusive package gives you the full power of an outsourced accounting and advisory department, tailored to your business size, industry, and growth goals.
What is Included
Monthly Accounting & Financial Reporting
We provide complete monthly accounting and financial statement preparation — ensuring your books are accurate, organized, and compliant. You’ll receive detailed profit and loss reports, balance sheets, and cash flow summaries to help you make data-driven decisions.
Bank Reconciliation
Each month, our team reconciles all bank and credit card accounts to maintain accuracy and detect discrepancies early. This process ensures your records align perfectly with your financial institutions, providing clarity and confidence in your financial position.
Monthly or Quarterly Consulting
Your business deserves strategic guidance, not just reports. We provide regular consulting sessions to review performance, discuss growth opportunities, and address operational or financial challenges. Together, we turn numbers into insights and insights into action.
Full-Service Payroll Management
We handle your payroll from start to finish, including employee setup, direct deposits, payroll tax filings, and year-end forms (W-2s, 1099s, etc.). Our payroll service ensures accuracy, compliance, and timely processing so you can focus on managing your team.
Comprehensive Tax Planning
Our proactive tax planning approach helps you minimize tax liability throughout the year, not just at tax time. We develop tailored strategies to optimize deductions, credits, and entity structure so you can maximize after-tax profit and plan ahead with confidence.
IRS & State Compliance
We monitor all your federal and state compliance obligations to help you stay current and avoid penalties. From sales tax filings to payroll reporting and corporate renewals, we ensure your business remains in good standing year-round.
Business Tax Notice & Audit Representation
Even if you already handle compliance, formalize audit defense and tax correspondence as part of the executive plan.
Annual Tax Preparation
When tax season arrives, everything is already organized. We prepare and file your federal and state tax returns, business and individual, accurately and efficiently. You’ll have full visibility into your filings, along with expert support if the IRS or state requests additional information.