Total CPA Package

Service Descriptions​

• Tailored Guidance: Receive personalized consultations focused on your business vision, offering actionable insights and strategies to navigate the initial setup hurdles effectively.

• Streamlined Roadmap: Gain clarity and confidence with an all-in-one CPA service package that covers business type selection, accounting system setup, bookkeeping, financial planning & analysis (FP&A), tax planning, and tax preparation and filing—giving your business a strategic roadmap for compliance, smooth operations, and long-term growth from day one and beyond.​

Unused Consultation Hours

Any remaining meeting hours can be converted to alternative benefits that we offer. 

What We Offer

• In-depth Discussions and Analyses Meeting Sessions (Meeting hours: up to 10 hours/month): Personalized sessions discussing business plans, budget, and financial standing; addressing questions, future planning, and actionable next steps.

• Resources and Tools: Various automation tools such as email receipt extractor, etc. 

• Accounting System Set-up: We set up your accounting software and chart of accounts to match your business, ensuring clean books and smooth reporting from day one.

• Bookkeeping Services (1 company) 

• Business Tax Return Preparation and Filing Service (1 company) 

• Customer Support: Your questions, answered by real certified professionals.

• Detailed Analyses: Real-time FP&A.

• Detailed Reports with Actionable Plans: Quarterly Profit and Loss report, Balance Sheet, and FP&A reports.

Package price

$999 initial set-up fee + $1,499 monthly fee Subject to change based on clients' actual situations and requests.