We’ll design a tax, accounting, & advisory package that’s customized to your business needs.
A bookkeeper to save you time and provide tax-ready financials.
A tax adviser to save you money and keep you compliant.
A business advisor to help you build a sustainable, scalable business.
Periodic meeting to review of finance strategy with a CPA. Includes a review of:
Monthly transaction categorization and reconciliation of financial accounts to prepare tax-ready financial statements.
Delivery of a customized financial reporting package to your email.
Periodic calculation of burn rate, preparation of cash flow forecasts, and help with managing expenses.
Identification and tracking of Key Performance Indicators (KPIs) to measure performance and inform operational changes.
Periodic meeting to review of tax reduction strategies through proactive dialogue, tax modeling and scenario analyses. Sample strategies include:
Periodic updates to a tax model to estimate your annual tax liabilities.
Assistance with making quarterly estimated tax payments through payroll withholdings and/or direct payment to the IRS or state taxing authorities.
Filing of your annual personal state & federal tax returns to keep you compliant and up-to-date with the IRS and state taxing authorities.
Filing of your business' annual state & federal tax returns to keep it compliant and up-to-date with the IRS and state taxing authorities.
Defense of your federal corporate and individual income tax returns and attendance at all audit appointments with the IRS.
Research of tax law to determine if you are eligible for a particular tax deduction or planning strategy.
Ongoing review of your monthly pay runs and payroll tax filings through Gusto.
Ongoing guidance, analysis, and calculations to pay yourself in compliance with IRS guidelines as a S corporation shareholder-employee.
Periodic review of section 199A deduction phaseouts in conjunction with tax planning to determine appropriate adjustments to business owner salary.
On-demand, proactive support from a CPA specialized in self-employment tax, accounting, and financial matters to maximize your deductions, stay compliant, and plan ahead.
On-demand, proactive support from a professional bookkeeper to ensure your business financials are accurate and IRS-compliant.
Periodic meetings over Google Meet or Zoom to discuss tax & finance action items.
Monthly subscription to Fathom for cash flow forecasting, budgeting, and KPI monitoring.
Assistance in building up a Zap in Zapier to automate your processes.
Monthly subscription to Gusto to run your payroll.
Monthly subscription to QuickBooks Essentials to do your bookkeeping.
No problem. We can be flexible and design a process that works for you.
If your bookkeeping is behind, we can get your bookkeeping up-to-date and accurate.
We can help with bill payments, invoicing clients, segment tracking, or other intricacies.
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First, we ensure your business is setup properly with your state and the IRS. We’ll also understand your business and long-term objectives. We’ll start right away on implementing any tax avoidance strategies.
Your bookkeeper will prepare your monthly financials. If you need help with other accounting tasks, such as invoicing and bill pay, we’ll take those off your hands. If we need clarification from you, we’ll get in touch.
Your CPA will check in quarterly, at a minimum, to review tax strategy items and update your tax model. You’ll have the opportunity to connect directly to talk through any issues that are top-of-mind.
We’ll file your annual business tax returns using the tax-ready financials we prepared through ongoing bookkeeping. We’ll also file the business owner’s personal tax returns.
You’ll have on-demand answers to tax your “how do I do this?” questions. We also raise issues as we find them while doing your accounting and tax work. We’ll keep you compliant and in-the-know.
Augur makes your tax and accounting pain free and gives you peace of mind.
