Year-Round Support & Proactive Tax Reduction
Essentials
Our base plan includes essential accounting services like bookkeeping, tax, & payroll.
Starting at
$749/mo.
Best for:
- Businesses growing beyond the sole proprietor stage who want to optimize profit & tax savings
Includes:
- Bookkeeping
- Tax preparation & electronic filing
- Payroll services powered by ADP
- Proactive tax-reduction strategies
- Monthly tax strategy & financial review meeting
Optimization
Includes everything in our base plan plus CFO-level guidance to help your business grow and thrive.
Starting at
$1499/mo.
Best for:
- Proven business concepts that are starting to feel traction
Includes:
- Everything in the 'Essentials' plan PLUS...
- Monthly "How Much Should I Pay Myself?" report1
- Budgeting & forecasting
- Profit and cash flow target-setting
- Monthly scorecard & action plan
- Monthly strategic planning session
Full Service
Full-service, outsourced accounting. Our team takes it off your plate, and we handle it all.
Starting at
$2499/mo.
Best for:
- Businesses seeking an alternative to hiring in-house accounting staff
Includes:
- Everything in our 'Optimization' plan PLUS...
- 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 accounting@yourcompany.com email address.
"Incline Accounting is very professional, responsive and personable! Highly recommend!"
~ Brian C.