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Monthly Service Plans

Year-Round Support & Proactive Tax Reduction

Working together year-round lets us proactively identify and advise you on money-saving tax strategies long before taxes are due. It also means you get access to our team and expertise throughout the year, not just at tax time!

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
  • 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.