Childcare solutions

All-Inclusive Packages

Our all- inclusive packages are built to meet the unique financial needs of childcare providers —no guesswork, no piecemeal services.

01    Foundations

Our entry tier service includes:


  • Categorizing transactions
  • Reconciling bank accounts/credit cards
  • Producing monthly financials
  • 72-Hour turnaround on email inquiries


                       —Starting at $550/month



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02    Focus

 

Our mid-level tier service includes everything in the Foundations tier plus:


  • Quarterly strategy calls
  • Quarterly Income Projections
  • Budget creation
  • 5 hours per year of IRS notice and audit support
  • 48-Hour turnaround on email inquiries


         —Starting at $850/month




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03  Thrive

 

Our premium tier service includes everything in the Focus tier plus:


  • Monthly strategy calls
  • Monthly income projections
  • Monthly cash flow projections
  • Proactive tax planning
  • Designated accounting representation available
  • 10 hours per year of IRS notice and audit support
  • 10 hours per year of out-of-scope requests
  • 24-Hour turnaround on email inquiries
  • Personal 1040 level tax planning for owner
  • Quarterly estimated tax payment calculations
  • Business tax return preparation and filing
  • Owner tax return preparation and filing
  • Bill payment and payroll available
  • Weekly review calls available



   —Starting at $2,000/month


 

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