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“linkedin-header-icon” CPAs and Advisors

Comprehensive Business Solutions

OUR BUSINESS PACKAGES COME IN ALL
SHAPES AND SIZES.

OUR SOLUTIONS ARE ADAPTED TO THE SIZE OF YOUR AMBITIONS.

Our clients tell us that the Comprehensive Business Solutions (CBS) we offer give them the much-needed time to run the business, grow the business—and actually enjoy the business.

That’s because they’ve left their accounting, taxes and compliance to us, for only one flat monthly fee that includes:

  • Regular financial reporting
  • Advice for financial decisions
  • A personal financial team
  • Customized packages
  • Fixed monthly pricing

The CBS Team:

You are assigned a dedicated Engagement Team consisting of:

  • A partner who plans the strategy and overall performance of the Team
  • A manager who is highly experienced and credentialed in your industry, to ensure all deliverables occur smoothly and on a timely basis
  • A staff that ensures consistent communications occur between you and the Team

FEATURES AND PACKAGES

SILVER GOLD PLATINUM
Business and/or Personal Tax Returns yes yes yes
Bookkeeping on QuickBooks® Online or Desktop yes yes yes
Payroll on QuickBooks yes yes yes
Phone calls (up to 15 minutes) yes yes yes
Internal Financial Statements yes yes yes
1099 Preparation and Submission yes yes yes
Tax Notices and Correspondence yes yes yes
State and Local Filings (Sales, Property and City Taxes) yes yes yes
Secretary of State Filings yes yes
Annual Benchmarking (KPI) yes yes
Corporate Minutes Service yes yes
Annual Compiled Financials (without disclosures) yes yes
Quarterly Financial Health Analysis (FHA) yes yes
Financial Planning Consultations (as needed) yes
Annual Advisory Consultation yes
Virtual CFO Service: Bill Payment and Accounts Payable yes
Virtual CFO Service: Invoicing and Accounts Receivable yes

Some services may be substituted for other, more relevant services.

EXPLANATION OF SERVICES

Annual Advisory Consultation

Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.

Annual Benchmarking

An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.

Annual Compiled Financials (without disclosures)

Please refer to the Certified Financial Statements page on this website for a detailed explanation of what is included in a Compilation.

Corporate Minutes Service

Annually delivered through a third-party service, this is an invaluable risk management necessity for a small business.

Financial Planning Consultations (as needed)

Objective consultations to discuss how your financial complexities relate to your future and your options.

Internal Financial Statements

Prepared monthly from your data without disclosures.

1099 Forms

Annual preparation and submission.

Quarterly Financial Health Analysis (FHA)

Financial metrics delivered in person or online;
we discuss our thoughts and observations about your business and its financials.

Secretary of State Filings

As needed for corporations and LLCs.

State and Local Filings (Sales, Property, and City Taxes)

As needed per your operating jurisdictions.

Tax Notices and Correspondence

Our firm reviews and responds to any notices you get from the taxing authorities. This includes reconciling discrepancies in records of income and expense reporting as well as helping you interpret the law and what remedies may exist.

Virtual CFO Service: Accounts Payable

We act as your company’s A/P function, integrating seamlessly with your internal needs and cash flow, using automated approval processes through Bill.com.

Virtual CFO Service: Accounts Receivable

We act as your company’s CFO—or Controller—billing your customers per your requirements and monitoring cash flow activity and reporting to you on a continual basis, based on your preferences.

comprehensive business solutions

Contact Us

A member of the INAA Group, a worldwide association of independent accounting firms.

The Accountancy
330 North Brand Blvd.
Suite 200
Glendale, CA 91203
E info@TheAccountancyCPAs.com
P 818 547 5701    F 818 547 5708

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Blog
Contact
Leadership
Team
Community
Tax Services
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Certified Financial Statements
Advisory Services
Business Solutions
Entertainment
Real Estate + Construction
Healthcare
Professional Practices
Nonprofit Organizations
INAA logo   A member of the INAA Group, a worldwide association of independent accounting firms.