COMPREHENSIVE BUSINESS SOLUTIONS

OUR BUSINESS PACKAGES COME IN ALL SHAPES AND SIZES.

Clients tell us that our Comprehensive Business Solutions (CBS) program gives them the time they need to run their businesses, grow their businesses—and actually enjoy being in business! That was our aim when we launched the innovative program in 20TK.

With CBS, clients leave their accounting, taxes, and compliance to us. We charge a flat monthly fee that includes:

•  A team that’s tailored to your needs
•  Scheduled financial reporting
•  On-demand advice for financial decisions
•  A bespoke selection of services
•  Fixed monthly pricing

The CBS Team:

You are assigned a dedicated Engagement Team consisting of:

• A partner who plans the strategy and ensures the highest performance from the team

• A manager who is highly experienced and credentialed in your industry, to ensure all deliverables occur smoothly and on a timely basis

• A staff that ensures consistent communications occur between you and the Team

Features & Packages

Silver
Gold
Platinum
Business and/or Personal Tax Returns
Business and/or Personal Tax Returns
Business and/or Personal Tax Returns
Business and/or Personal Tax Returns
Bookkeeping on QuickBooks® Online or Desktop
Bookkeeping on QuickBooks® Online or Desktop
Bookkeeping on QuickBooks® Online or Desktop
Bookkeeping on QuickBooks® Online or Desktop
Payroll on QuickBooks
Payroll on QuickBooks
Payroll on QuickBooks
Payroll on QuickBooks
Phone calls (up to 15 minutes)
Phone calls (up to 15 minutes)
Phone calls (up to 15 minutes)
Phone calls (up to 15 minutes)
Internal Financial Statements
Internal Financial Statements
Internal Financial Statements
Internal Financial Statements
1099 Preparation and Submission
1099 Preparation and Submission
1099 Preparation and Submission
1099 Preparation and Submission
Tax Notices and Correspondence
Tax Notices and Correspondence
Tax Notices and Correspondence
Tax Notices and Correspondence
Secretary of State Filings
Secretary of State Filings
Secretary of State Filings
Secretary of State Filings
Annual Benchmarking (KPI)
Annual Benchmarking (KPI)
Annual Benchmarking (KPI)
Annual Benchmarking (KPI)
Corporate Minutes Service
Corporate Minutes Service
Corporate Minutes Service
Corporate Minutes Service
Annual Compiled Financials (without disclosures)
Annual Compiled Financials (without disclosures)
Annual Compiled Financials (without disclosures)
Annual Compiled Financials (without disclosures)
Quarterly Financial Health Analysis (FHA)
Quarterly Financial Health Analysis (FHA)
Quarterly Financial Health Analysis (FHA)
Quarterly Financial Health Analysis (FHA)
Financial Planning Consultations (as needed)
Financial Planning Consultations (as needed)
Financial Planning Consultations (as needed)
Financial Planning Consultations (as needed)
Annual Advisory Consultation
Annual Advisory Consultation
Annual Advisory Consultation
Annual Advisory Consultation
Virtual CFO Service: Bill Payment and Accounts Payable
Virtual CFO Service: Bill Payment and Accounts Payable
Virtual CFO Service: Bill Payment and Accounts Payable
Virtual CFO Service: Bill Payment and Accounts Payable
Virtual CFO Service: Invoicing and Accounts Receivable
Virtual CFO Service: Invoicing and Accounts Receivable
Virtual CFO Service: Invoicing and Accounts Receivable
Virtual CFO Service: Invoicing and Accounts Receivable

Explanation Of Services

Annual Advisory Consultation

Strategic advice that included coaching, goal-setting and long-term planning.

Annual Compiled Financials (without disclosures)

Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.

Financial Planning Consultations (as needed)

Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.

1099 Forms

Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.

Secretary of State Filings

Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.

Tax Notices and Correspondence

Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.

Virtual CFO Service: Accounts Receivable

Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.

Annual Benchmarking

An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.

Corporate Minutes Service

An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.

Internal Financial Statements

An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.

Quarterly Financial Health Analysis (FHA)

An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.

State and Local Filings

An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.

Virtual CFO Service: Accounts Payable

An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.