Small Business Accounting Packages
Scale your business without the accounting headaches.
Essential
ADVISORY
Tax Planning & Projection
(ANNUAL)
Access to your team with 72-hour response time
Business Advisory | Comprehensive Guidance for Business Growth
TAX
Business Entity Federal + State Income Tax Return Prep & Filing
Personal (1040) Tax Return Prep & Filing
Notice & Audit Protection (NAP)
Prepare/File Forms 1099 (up to 3)
Prepare and File Single-State Sales Tax Return
MANAGEMENT REPORTING
Financial Statement Preparation (MONTHLY)
Dashboard + Advanced Insights
Custom Reporting | Required reporting specific to parent companies, franchises, coaching programs
ACCOUNTING
Reconcile of Bank & Credit Card Accounts (MONTHLY)
Validate General Ledger Accuracy
Maintain Fixed Asset Schedules and Loan Amortization
Cash Accounting
Bill pay processing
TECH STACK
Accounting Software (QBO)
Payroll Service powered by YPD
Receipt Management (Dext)
Bill Payment (BILL)
ONBOARDING
Kickoff Call | Review deliverables, expectations, and establish client portal
Initial Strategy Session (ISS) | Understand business's current state of operations and financials, establish Chart of Accounts
Backwork | Clean up historical data to produce clean, up-to-date financials
QBO/Dext training sessions
Financial Statement Review Session (FSS) | Review/discuss original financial statements vs Kaizen-produced statements
($) = Optional Add-On
Plus
ADVISORY
Tax Advisory | Strategic Planning & Tax Optimization (QUARTERLY)
Access to your team with 24-hour response time
Business Advisory | Comprehensive Guidance for Business Growth
TAX
Business Entity Federal + State Income Tax Return Prep & Filing
Personal (1040) Tax Return Prep & Filing
Notice & Audit Protection (NAP)
Prepare and File Forms 1099
Prepare and File Multi-State Sales Tax Returns
MANAGEMENT REPORTING
Financial Statement Preparation (MONTHLY)
Dashboard + Advanced Insights
Custom Reporting | Required reporting specific to parent companies, franchises, coaching programs ($)
ACCOUNTING
Reconcile Bank & Credit Card Accounts (MONTHLY)
Validate General Ledger Accuracy
Maintain Fixed Asset Schedules and Loan Amortization
Modified Accrual Accounting
Bill Pay Processing
TECH STACK
Accounting Software (QBO)
Payroll Service powered by YPD
Receipt Management (Dext)
Bill Payment (BILL)
ONBOARDING
Kickoff Call | Review deliverables, expectations, and establish client portal
Initial Strategy Session (ISS) | Understand business's current state of operations and financials, establish Chart of Accounts
Backwork | Clean up historical data to produce clean, up-to-date financials
QBO/Dext training sessions
Financial Statement Review Session (FSS) | Review/discuss original financial statements vs Kaizen-produced statements
($) = Optional Add-On
Premier
ADVISORY
Tax Advisory | Strategic Planning & Tax Optimization (MONTHLY)
Access to your team with 24-hour response time
Business Advisory | Comprehensive Guidance for Business Growth
TAX
Business Entity Federal + State Income Tax Return Prep & Filing
Personal (1040) Tax Return Prep & Filing
Notice & Audit Protection (NAP)
Prepare and File Forms 1099
Prepare and File Multi-State Sales Tax Returns
MANAGEMENT REPORTING
Financial Statement Preparation (MONTHLY)
Dashboard + Advanced Insights
Custom Reporting | Required reporting specific to parent companies, franchises, coaching programs, and more
ACCOUNTING
Reconcile Bank & Credit Card Accounts (VARIABLE)
Validate General Ledger Accuracy
Maintain Fixed Asset Schedules and Loan Amortization
Full Accrual Accounting
Bill Pay Processing
TECH STACK
Accounting Software (QBO)
Payroll Service powered by YPD
Receipt Management (Dext)
Bill Payment (BILL)
ONBOARDING
Kickoff Call | Review deliverables, expectations, and establish client portal
Initial Strategy Session (ISS) | Understand business's current state of operations and financials, establish Chart of Accounts
Backwork | Clean up historical data to produce clean, up-to-date financials
QBO/Dext training sessions
Financial Statement Review Session (FSS) | Review/discuss original financial statements vs Kaizen-produced statements
($) = Optional Add-On