Getting Serious

$375.00 every month

The membership package for those needing a more hands-on approach with their accounting and tax needs.

$4,500 Value!!

Assigned Point of Contact, Unlimited Text & Email, One 30-minute Call per Month, Exclusive Members Only Facebook Group Access, Monthly Members Only Webinar, Compliancy Monitoring, Federal & State Tax Preparation & E-filing, Protection Plus, QuickBooks Online Subscription, Quarterly QuickBooks Review, Be the First to Know about Promos & Launches, 15% Discount on Additional Services, 15% Discount on Additional Time

The membership package for those needing a more hands-on approach with their accounting and tax needs.

$4,500 Value!!

Assigned Point of Contact, Unlimited Text & Email, One 30-minute Call per Month, Exclusive Members Only Facebook Group Access, Monthly Members Only Webinar, Compliancy Monitoring, Federal & State Tax Preparation & E-filing, Protection Plus, QuickBooks Online Subscription, Quarterly QuickBooks Review, Be the First to Know about Promos & Launches, 15% Discount on Additional Services, 15% Discount on Additional Time

  • We will assign you a Client Success Manager (CSM) with our firm, that will get to know you and your business, provide you with personalized guidance, and build a lasting relationship, as your business grows.

    Having a single person work with you, ensures your CSM knows what is going on with your business instead of speaking with a different person each time.

  • Contact your Client Success Manager by text or email. Ask questions, get advice, and brainstorm for the future.

  • Schedule a 30 minute call with your dedicated CSM each month, to go over your questions and business issues.

    Do you have something that is troubling you and you need help navigating through it? Put a call on your CSM’s calendar to get answers and assistance.

  • For the most serious business owners! This group is for sellers that take this business venture and their future seriously, and strive to be the best at what they do. Get sneak peak information and exclusive access to promotions, discounts, and launches. Rely on our team in the group and the other members to discuss all things e-commerce.

  • Get relevant content during the calls. We will send out agendas in advance so you can decide what calls you want to join! Don’t waste your valuable time hopping on calls, for topics you’re not interested in.

    Participate in group Q&A sessions and group discussions, where members can ask questions about hot topics, troubling areas, and get group feedback. Maybe even hear from guest speakers on industry topics, tools, or business resources.

  • Let us monitor your compliancy tasks such as annual report due dates, registered agents, and more. We will provide alerts for report filings and deadlines, tax due dates and reminders, and other state specific requirements. We’ll even store copies of your LLC or Corp filings if you’ve formed a business with us and we will let you know how we can help you get these compliancy tasks completed!

  • Included in your plan is your personal 1040 tax return plus one Schedule C/E/F (that’s just tax talk for a sole Proprietorship or Single Member LLC portion of your return). Do you have multiple side hustles? That’s Okay! We can add those to the return for an additional fee.

  • Audit Assistance

    In the event of an audit, you will receive assistance from an experienced audit assistance professional who will work directly with you and the IRS to bring the matter to resolution.

    Denied Credit Assistance

    Get assistance with denied credits, such as Earned Income Credit, Child Tax Credits, and Education Credits.

    Identity Theft Services

    Get professional assistance in the event of Tax Return Identity Theft, and let a professional work with the IRS to get your return filed and obtain an Identity Protection PIN.

    Aside from IRS Identity Theft, you will have one full year from the time of return filing, to get assistance from Identity Theft Restoration Advocates who can provide comprehensive, personalized recovery services. They will provide you with all the components necessary to restore identity and prevent future incidences of identity theft.

    Tax Debt Assistance

    Do you owe tax debt? Let professionals help you work with the IRS to help resolve your outstanding debts.

  • Get a QuickBooks Online subscription, to ease the stress of tracking expenses. Use QuickBooks Online to automatically import all your banking and credit transactions.

    Use the QuickBooks App on your phone to snap photos of your receipts

    Track Mileage in the QuickBooks App to maximize your end-of-year tax deductions.

  • Get a quarterly review of your QuickBooks by one of our Bookkeepers. We will provide you with a report of inaccuracies, action items to improve your record-keeping, and feedback on how we typically handle specific types of transactions. Get a high-level view of your QuickBooks records.

    We will also send you a proposal for one of our qualified bookkeepers to complete the cleanup work for you.

    Get consistent monitoring of your records to ensure tax-readiness. We will also alert you when it is time to get help with your bookkeeping, based on benchmarks we see in the ecommerce industry.

  • Get early access when we roll out offers and discounts on services, software, subscriptions, and more. Clients will be the first to know when we launch new programs, products, and introduce our newest features.

    You'll also be the first to know about special discounts from our favorite creators including educational courses and more.

  • Do you want to get help with additional tasks like business formations, elections, reports, sales tax returns, and more? Great News! You can get 15% off extra services.

  • Did you already use your 30-minute call for the month or you need additional phone time to speak with a professional about your questions or a problem that came up? We've got that covered too!