Small Business Accounting Packages
To put you in control of your business.
Essential
ADVISORY
Tax Advisory | Strategic Planning & Tax Optimization (ANNUAL)
Email & Phone Support
Business Advisory | Comprehensive Guidance for Business Growth
Profit First Advisory
TAX
Business Entity Federal Income Tax Return Prep & Filing
Business Entity State(s) Income Tax Return Prep & Filing
Audit Protection
Prepare/File Forms 1099 (up to 3)
Prepare and File Sales Tax Return
MANAGEMENT REPORTING
Financial Statement Preparation (ANNUAL)
Custom Reporting | Required reporting specific to parent companies, franchises, coaching programs
ACCOUNTING
Reconcile of Bank & Credit Card Accounts (MONTHLY)
Validate General Ledger Accuracy
Maintain Fixes Asset Schedules and Loan Amortization
Full accrual accounting
Bill pay processing
TECH STACK
Payroll Service powered by YPD
Accounting Software (QBO)
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
Plus
ADVISORY
Tax Advisory | Strategic Planning & Tax Optimization (3 PER YEAR)
Email & Phone Support
Business Advisory | Comprehensive Guidance for Business Growth
Profit First Advisory ($)
TAX
Business Entity Federal Income Tax Return Prep & Filing
Business Entity State(s) Income Tax Return Prep & Filing
Audit Protection
Prepare and File Forms 1099
Prepare and File Sales Tax Return
MANAGEMENT REPORTING
Financial Statement Preparation (MONTHLY)
Custom Reporting | Required reporting specific to parent companies, franchises, coaching programs ($)
ACCOUNTING
Reconcile Bank & Credit Card Accounts (MONTHLY)
Validate General Ledger Accuracy
Maintain Fixes Asset Schedules and Loan Amortization
Full accrual accounting
Bill pay processing
TECH STACK
Payroll Service powered by YPD
Accounting Software (QBO)
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
Premier
ADVISORY
Tax Advisory | Strategic Planning & Tax Optimization (MONTHLY)
Email & Phone Support
Business Advisory | Comprehensive Guidance for Business Growth
Profit First Advisory ($)
TAX
Business Entity Federal Income Tax Return Prep & Filing
Business Entity State(s) Income Tax Return Prep & Filing
Audit Protection
Prepare and File Forms 1099
Prepare and File Sales Tax Return
MANAGEMENT REPORTING
Financial Statement Preparation (MONTHLY)
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 Fixes Asset Schedules and Loan Amortization
Full accrual accounting
Bill pay processing
TECH STACK
Payroll Service powered by YPD
Accounting Software (QBO)
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
Are you ready to build the business
you've always wanted?
Schedule an introductory meeting today!