Business Owners Package

Integral CPAs Business Owners Package is focused on more than the numbers — it’s focused on helping you grow your business.

When you work with us, you’ll feel like you’ve brought a part-time chief financial officer on board for your company, offering expert guidance and unlimited support at a far lower cost than you’d pay for a full-time CFO.

We start by creating a foundation of understanding, so you know where you are and where you want to go. Then, we take a proactive approach to planning, building a strategy that will help you reach your goals and constantly monitoring your progress so there are no surprises.

Our comprehensive four-part client-care system includes the following:

1. Series of Initial Strategy Sessions
   This is designed to give us the total picture of your business, from the basics, such as how your business is structured, to more complex operational issues. We review your financial statements, record-keeping systems, your service providers, even your compensation. This knowledge will help us recommend the right strategies to reach your goals — and you’ll probably learn a few things about your business, too.

2. Proactive Monitoring
   We provide bookkeeping and accounting services, but we don’t stay behind the scenes. Every month, we’re in contact with our clients to go over financials, discuss specific issues and solve problems we uncover as we review their accounts and other reports. For example, we noticed one client’s profit margin dip significantly one month; after alerting them, we recommended steps to improve the situation. Our consistent monitoring is a powerful tool for forecasting, budgeting and even adjusting to market conditions.

3. Tax Planning
   We’ll have one or two tax-planning sessions where we work through our extensive tax-planning checklist with you, and then maintain regular communication throughout the year to eliminate surprises. Keeping your financials and bookkeeping with Integral CPA streamlines the entire tax-planning process — if your business situation changes, we can quickly regroup and consider shifting your tax strategies or even operational processes as needed.

4. Tax Preparation
   Of course, timely completion and filing of your tax return is included in the Business Owners Package. Our system means you can have confidence your business will pay only what it needs to, and nothing more.

The Business Owners Package also includes access to Integral CPAs secure online portal, which offers 24/7 cloud-based access to documents and filings, along with visibility to each and every transaction. You’ll even receive notifications when new documents are added, so you can stay on top of what’s going on in your business — and rest assured that we are, too.