INTEGRATED PACKAGES
One Partner, Total Control
Stop managing fragmented vendors; start scaling with unified financial intelligence. We consolidate your corporate compliance and personal tax into a single, high-performance engine.
ACCOUNTING
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Accounting Basis
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Monthly Bank & CC Reconciliation
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Monthly Financial Statement
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Cash flow Analysis
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Multi-Entity Consolidations
STRATEGY & REGULATORY
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Annual Tax Planning Session
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KPI Dashboards & Advanced Insights
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Cross-country tax compliance
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Transfer Pricing & PE Risk Analysis
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Monthly CFO Strategy Briefing
PAYROLL & HR OPS
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Full-Service Payroll Processing
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Federal, State & Local Tax Filings
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W-2 & 1099 Generation
SALES TAX
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Single State
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Multi-State Sales Tax & Nexus
ANCILLIARY COMPLIANCE
Franchise Tax, CCLTT, BIRT, SOS Annual Reports, Tobacco Taxes, Business License Fees, CRT, etc.
STANDARD
CASH BASIS
Yes
Yes
Yes
No
Yes
No
No
No
No
Yes (Up to 5 employees)
Yes
Yes
Yes
No
No
ADVANCED
ACCRUAL BASIS
Yes
Yes
Yes
Yes (Up to 20 companies)
Yes
Yes
No
No
No
Yes (Up to 20 employees)
Yes
Yes
Yes
Yes (Up to 5 states)
Yes
ELITE
CASH BASIS
Yes
Yes
Yes
Yes (20+ companies)
Yes
Yes
Yes
Yes
Yes
Yes (20+ employees)
Yes
Yes
Yes
Yes (5+ states)
Yes
