Atlanta, Georgia · Serving clients in person and virtually
770-856-1170info@taxgeaks.com
Accounting plans
A plan for every stage of your business
Customized accounting plans with expert financial support. Each plan is quoted in a written proposal with a flat monthly fee.
Start Up
For new businesses laying their financial foundation.
- ✓ Annual budget preparation
- ✓ Financial statement preparation
- ✓ Payroll management
- ✓ Bank account reconciliation, operating and trust
- ✓ Credit card reconciliation
- ✓ Accounts payable
Growth
For businesses expanding their operations.
- Everything in Start Up, plus:
- ✓ Cash flow projections
- ✓ Accounts receivable
- ✓ Advanced solutions for growing businesses
Mature
For established businesses focused on optimization.
- Everything in Growth, plus:
- ✓ Three-way trust reconciliation
- ✓ Comprehensive support for mature businesses
Small business plans
Launch with START. Grow with SCALE.
START
One-time feeEvery essential step to open your business, with compliance and planning from the outset.
- ✓ Business structure and entity formation
- ✓ EIN and government registration
- ✓ Licenses and permits
- ✓ Tax strategy and initial filings
- ✓ Sales and use tax setup
SCALE
Recurring feeAn accounting system built for your business, maintained as it grows.
- ✓ Accounting system setup and maintenance
- ✓ Budget and cash flow planning and review
- ✓ Bookkeeping and financial management
- ✓ Strategic quarterly consultations
How to get your proposal
- 1ConsultationWe review your business, your records and the deadlines that apply.
- 2Written proposalYou receive the scope of services and a flat monthly fee.
- 3Engagement letterYou sign the engagement letter, and we confirm the start date.
- 4Secure onboardingDocuments move through our secure client portal, never through email.
See what our clients say about working with Tax Geaks.
Read Our Google ReviewsSpeak with our team.
Schedule a consultation, or call 770-856-1170. Virtual appointments are available six days a week.