Quarterly 60 minute strategic advisory session designed for growth-focused business owners. We review financial performance, cash flow positioning, tax strategy, distributions, and 90-day goals. This is proactive planning and financial alignment not bookkeeping execution.
-Great For New Businesses
-Monthly Reconciliation of up to 2 business accounts whose quantity expenses don’t exceed 150 transactions in a month
-Quarterly Check-ins with Accountant Advisor
Includes 9 products
Small Business Guide to TAX CREDITS
WATT Preferred Partner List
Understanding Your P&L
1099 GUIDE
75+ TAX WRITE OFFs GUIDE
Tax Planning Questions
ESTIMATED TAXES FOR SMALL BUSINESS
Key Performance Indicators Every Small Business Needs To Know