Skip to the main content.

Small Business Accounting Packages

To put you in control of your business.

Essential

Accounting

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

Quarterly Advisory & Planning

ADVISORY

Tax Advisory | Strategic Planning & Tax Optimization (QUARTERLY)

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

Monthly Advisory & Planning

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!

 

Let's Talk