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THE GRAND TOUR PLAN
Advanced Accounting and Advisory Services for Small Businesses
Our Grand Tour Plan handles all your back-office bookkeeping and accounting needs and puts us in the best position to provide proactive guidance to you and your business throughout the year. We develop a customized business advisory plan to ensure we provide the business consulting and coaching you need to help you develop the best version of your business. We’ll ensure that you remain in compliance with all local, state, and federal taxes – income, property, and sales taxes. You and your team will always have someone to turn to for accounting, business, and tax guidance.
WHAT SERVICES ARE INCLUDED IN THE GRAND TOUR PLAN?
The Grand Tour Plan is our most advanced service plan and is designed to provide customized business advisory services in addition to all the accounting and tax services needed from a small business owner. The following are some of the services included in the Grand Tour Plan:
Preparation of monthly financial reports
Asset depreciation upkeep
Loan amortization upkeep
Weekly general ledger maintenance
Bill pay services
Preparation of all entity tax returns – income taxes, sales taxes, personal property taxes
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 communicate with our Grand Tour Plan clients at least once each month to discuss in detail the following:
Long-term and short-term business objectives
Strategic initiatives – reviewing opportunities and challenges
Budgeting & Forecasting Assistance
Advanced Reporting
Business income projections
Business tax projections
Individual tax projections
Operating Trends
Planned asset purchases
Tax saving strategies
Training recommendations
Working capital analysis
IS THE GRAND TOUR PLAN FOR YOU?
If you feel like your business is stuck, or if the growth and success of your business has you working way too much, the Grand Tour Plan may be right for you. Leverage our years of experience helping small businesses through the various phases of growth to help you breakout from the pack and truly realize the best version of your business. Find out if our Grand Tour Plan suits your business’s needs by reaching out to us today.
TELL US ABOUT YOURSELF