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Service Bundles

Save Money and Get More by Bundling

Our service bundles save you money and deliver more value by combining accounting services at a discounted price.


Includes the two essential accounting services (bookkeeping & tax preparation) that every small business needs.

Starting at


Best for:

  • Businesses growing beyond the sole proprietor stage who want to optimize profit & tax savings


  • Bookkeeping
  • Tax preparation & electronic filing
  • Tax reduction strategies


Everything in the Essentials bundle plus CFO-level guidance to help optimize profitability & cash flow.

Starting at


Best for:

  • Proven business concepts that are starting to feel traction


  • Everything in the 'Essentials' bundle PLUS...
  • Bookkeeping
  • Proactive year-round tax planning
  • Monthly "How Much Should I Pay Myself?" report1
  • Payroll setup & maintenance (processing not included)
  • Tax reduction planning
  • Monthly meeting
  • Budgeting & forecasting
  • Profit and cash flow target-setting
  • Monthly scorecard & action plan

Full Service

This is the "we do it all for you" bundle. Our team handles all the accounting & finance needs for your business.

Starting at


Best for:

  • Businesses seeking an alternative to hiring in-house accounting staff


  • Everything in our 'Optimization' bundle PLUS...
  • Bookkeeping
  • Accounts Payable (Bill Pay)
  • Sales Tax Filing
  • Implementation of Internal Controls & Procedures2
  • Detailed cash flow management
  • Direct Virtual CFO access w/ ASAP responses to voicemail, text, & email
  • White-labeled communication with vendors, customers, & employees3
  • Exit strategy planning for business owner(s)
  • All this for about half the cost of hiring just one staff accountant!

1'How Much Should I Pay Myself' Report
This report will analyze your income, expenses, and profit and recommend appropriate allocations for Owner Draw/Profit Distributions and Retained Earnings ("rainy day fund") to ensure you grow a financially healthy business.

2Internal Controls & Procedures
Includes implementation of strong internal controls for Accounts Payable and Payroll as well as 'Segregation of Duties' which is a best practice to ensure multiple eyes are on every transaction for loss-prevention purposes. (Most embezzlement happens when one person handles multiple/all financial functions in a company.)

3White-Labeled Communication
Communications are sent/received from an email address.

"Incline Accounting is very professional, responsive and personable! Highly recommend!"

~ Brian C.