Monthly accounting services and one-time products
for event rental companies who want greater clarity around their numbers
Let us help you find the plan that's right for you
One-time options are perfect for the event rental company owner who wants to take advantage of our expertise without switching CPAs
Tax Plan
Rollout
$18,985
What it is:
We will help you put the tax plan into place and execute the tax strategies
Who it's for:
Business owners wanting to lock in tax savings right away
What it does:
Roll out core strategies such as:
Tax plan for current year & beyond
Deduction review & strategy planning
Legal entity optimization
Optimizing retirement solutions
Tax Plan
Blueprint
$9,500
What it is:
Walk away with a tax plan you can take to your current CPA to implement and execute
Who it's for:
Business owners not wanting to change their CPA but wanting to draw on our expertise
What it does:
Provides a blueprint of your current tax plan and beyond including:
Deduction review & strategy planning
Legal entity optimization
Optimizing retirement solutions
Power
Hour
$597
What it is:
One hour cram-session where we can talk through any number of issues currently facing your business.
Who it's for:
Business owners looking for clarity right now
What it does:
Provides clarity on your burning questions such as:
Am I paying the lowest amount of taxes?
When should I become an S-corp?
Can you look through my QuickBooks® to make sure I'm doing this right?
Am I paying myself the right amount? I should pay myself like an employee...right?
Our monthly services are built specifically for event rental companies with $750K+ in revenue.
Our clients are ready for more…
They want more from their accountant
A clear view of their business operations and profit
They are ready to save tens of thousands of dollars in taxes
Elite
$2,495
What it is:
Tax planning and strategy
What it does:
Maximize tax savings
Who it’s for:
Event rental companies exceeding $150,000 in net income, who sense their current CPA may not fully meet their needs, and are seeking to optimize tax planning with advanced strategies, saving tens of thousands of dollars in taxes
Includes:
Business tax preparation
Individual tax preparation
Tax agency notice response
Bookkeeping
Management reports
Business insights video
Tax plan for current year & beyond
Reasonable compensation analysis and optimization
Deduction review and strategy planning
Core strategy implementation
Power
$9,500
What it is:
Monthly bookkeeping
What it does:
Take bookkeeping out of your court
Who it’s for:
Event rental companies that don't have their own bookkeeper or prefer consolidating their operations, and want clear insights into their monthly business performance in simple terms
Includes:
Business tax preparation
Individual tax preparation
Tax agency notice response
Bookkeeping (monthly)
Management reports (monthly)
Business insights video (monthly)
Essential
$597
What it is:
Bookkeeping Oversight
What it does:
Keep tabs on your business in terms you understand
Who it’s for:
Event rental companies with a bookkeeper, seeking backup support and want clear insights into their quarterly business performance in simple terms
Includes:
Business tax preparation
Individual tax preparation
Tax agency notice response
Bookkeeping (quarterly collaboration)
Management reports (quarterly)
Business insights video (quarterly)