Review the starting point
Consider the entity, prior returns, payroll and business plans against the actual financial record.
Tax planning
A tax plan that belongs in your business plan.
Coordinate tax planning with your books, cash needs and business structure. Review what applies, agree on the work and give implementation a clear owner.
Add-onsThe planning record
- Business & entity
- Understand
- Books & prior returns
- Review
- Relevant opportunities
- Evaluate
- Implementation
- Assign
Illustrative structure. Your scope is agreed together.
Specific to your business
Connect the decisions.
Finding an opportunity is only the beginning.
A useful plan needs current records, a decision about eligibility and somebody responsible for the work. We define that scope with you and coordinate around the professionals already involved.
What the work includes
Make the responsibility clear.
Evaluate what fits
Identify the planning questions that matter to this business, including structure, compensation, retirement arrangements or accounting methods where relevant.
Plan the implementation
Set out the steps, responsibilities and records needed to carry out the agreed work.
An important part of the scope
Preparation and planning have different jobs.
Required tax preparation sits in Compliance. Elective tax planning implementation is an add-on because eligibility and the work vary by business.
An existing relationship with a tax preparer can remain part of the plan. Responsibilities are agreed before work begins.
The handoff
Know what comes
from each side.
Agree on the inputs and responsibilities so the recurring work has a practical rhythm.
- 01
You provide
Prior returns, entity information and the decisions you are considering.
- 02
We evaluate
The opportunities and implementation work that fit your records.
- 03
We agree
Who owns each step, including coordination with your existing preparer.
One catalog. Your scope.
Build around what
your business needs.
Start with the record underneath the work. Add the required support and the elective services that fit.
- 01
Core
The foundation
Bookkeeping and reconciliation, bill entry and coding, invoicing and aging. Job costing is optional and metered.
- 02
Compliance
Built to code
The services required by your contracts, government, surety, insurer or lender. Only the items that apply to your business.
- 03
Growth
The finish out
Elective budgets, forecasts, capacity models and scenarios that support your next decisions.
- 04
Add-ons
Bolted on
Tax planning implementation, payroll processing, bill pay and collections follow-up are scoped separately.
Before either side commits
Start with your
actual books.
The free Financial Risk Assessment is required before we agree to work together. We review the risks and opportunities, then define the services your business needs. You keep the findings and the plan whether or not you go further.