Premier Business Partners Program

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“Invested in Redefining Success” 

  • Helping you grow your business by Increasing profits, Reducing tax liabilities, Increasing sales and Reducing your stress!

  • Allowing you to focus on what makes your business great while we manage your back-office

 Your Books Basic




Monthly reconcile: bank accounts
 &    loan balances
 &    electronic transactions
Prepare payroll
Initiate payroll tax payments to IRS and state
Prepare payroll tax returns
Electronic employee access to paystubs
Free direct deposit
Electronic employer access to pay records
Prepare W-2 and all year-end payroll compliance
  Accounts Payable
Process bills and vendor payments
Process any employee expense reports
Track and prepare 1099’s for contractors
Electronic access to vendor payment system
Prepare sales tax returns
Reconcile credit card expenses and receipts
  Tax Preparation
Individual return (up to 2 states included)
Business return (up to 2 states included)
Complimentary Covers You Like a Blanket IRS protection plan
Monthly financial statements
Assist with preparing budgets and then tracking
Tax planning
Quarterly Financial and tax stewardship video/in office meetings to review key performance measures and progress towards goals
Monthly video/in office meetings to emphasis accountability and progress towards becoming better
Complimentary access for two towards any seminars provided to public
Monthly – Invested in Redefining Success coaching materials
  Software/Tools Provided in the Package
QuickBooks Online
Electronic Bill Payment System
Electronic Payroll System
Financial Dashboard
  Virtual CFO
Assist with banking/lending relationships
Assistance with hiring/firing decisions
Customizable reporting – as needed
Cash flow forecasting and reporting
Trend analysis of key business measurements
Baseline technology audit

Email Us for More Information About how the Premier Business Program could help you and your business