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THE DOMESTIQUE PLAN
Small Business Tax Experts
As a small business owner, you might be wondering whether outsourcing your accounting needs may be too cost prohibitive, especially if you already have a bookkeeper on your payroll. We’re here to tell you it doesn’t have to be. Our Domestique Plan will provide your business with the accounting and financial support it needs without crippling your budget. In fact, with our tax experts at your side, you’ll more likely to come out on top due to the money saved on tax savings and the avoidance of tax penalties. Not to mention all the time you’ll save, which you should use to focus on growing your business.
WHAT SERVICES ARE INCLUDED IN THE DOMESTIQUE PLAN?
Although our Domestique Plan is not as comprehensive as our Peloton or Grand Tour Plans, it still provides a variety of services that will significantly benefit your company. These services include:
Three hours of assistance with QuickBooks or Xero every quarter
Three hours of general ledger and financial statement maintenance every quarter, including account reconciliations
Preparation of financials statements every quarter
Business and Individual tax and year-end compliance assistance
24-hour access to a secure online portal hosting all your financial documentation
Audit and notice retainer to ensure professional representation should you be audited
We will also provide tax planning services at least one time each year concerning the following:
Business income projections
Business tax projections
Individual tax projections
Operating Trends
Tax saving strategies
WHAT ARE THE COMMITMENTS & COSTS OF THE DOMESTIQUE PLAN?
Every client’s needs are different, so we structure our fees to reflect that. We customize all our services, including package plans, to meet the specific needs of every client. You will receive a quote for the fee when we put together a proposal. After working together for 90 days, we will review the services that we have provided and adjust the fee accordingly. For more detailed information about the commitments and costs of our Domestique Plan, contact us so that you can speak with one of our team members.
IS THE DOMESTIQUE PLAN FOR YOU?
If you already have an onsite bookkeeper, then the Domestique Plan can provide the additional support you need. Our team will provide professional advice and guidance on all things concerning tax and accounting. At the very least, our Domestique Plan will give you the peace of mind knowing that you’ll have support remaining compliant, submitting your tax returns, and that you are maximizing your tax savings opportunities.
TELL US ABOUT YOURSELF