Partnership for Modern Business Owners

What do you need?
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The road to success is easier to navigate with a map in hand.

Strategic tax planning shows you the best path to your goals.

Relief

I need to run a more efficient solo business.

Help

I need support to manage my small business.

Guidance

I need guidance to take my business to the next level.

Good accounting is your baseline

It’s not just necessary for good compliance – it’s the only tool that can tell you what direction to take.

Good accounting is important no matter what stage your business is in.

How We Help

Relieve me

You shouldn’t be stuck in the weeds when it comes to business management. Leave the headache behind with our Relieve Me package.

At this level, we manage your baseline accounting and compliance filings, so that you start being forward-looking on taxes and focus on the parts of your business that you truly love.

This Includes:

Monthly baseline accounting and QBO maintenance

Monthly PNL & BS delivery

Business Tax Return preparation for federal and 1 state (*additional states can be included for an added fee)

Compliance filings (1099s, Property Tax, etc)

A yearly, complimentary tax planning session

Help me

Your brand is growing fast and it’s time for you to delegate so that you can focus your energy where it can provide the highest value.

With the Help Me package, you get an accounting partner to elevate your company with formal processes, professional customer and vendor interface, as well as robust, outsourced back office services.

This Includes:

All Relieve Me services

Outsource your back office with 2 of the following:

The feeling of having a separate department for the accounts payable, so you don’t have to have all the conversations about money with clients and vendors

  • Receipt Management
  • Bill Pay
  • Light AR
  • Payroll Processing

Guide me

You’re working with outside coaches and professionals to get the education and support you need to scale your business, but you don’t need to hire an in-house CFO yet.

With our Guide Me package, you get someone in your corner who knows as much about your business as you. Your advisor is there as a partner to provide you with the information you need to make decisions and track company performance.

This Includes:

All Relieve Me Services AND all 4 back-office services offered in Help Me

Two complimentary tax planning sessions

Monthly/Quarterly financial statement review meetings

Cash Flow Projections

Budgeting and Capacity Planning

Profit margin analysis

Start getting the support you deserve

Fill in a short form to book a meeting with the Encurio team