Monthly Advisory & Support Services

Core (Compliance Essentials)

Strategic (Proactive Advisory & Planning)

Premier (Integrated Tax Accounting, Strategy & Executive Level Support)

Core (Compliance Essentials) Strategic (Proactive Advisory & Planning) Premier (Integrated Tax Accounting, Strategy & Executive Level Support)

What are Monthly Support Engagements?

Monthly Support is a high-touch, year-round CPA relationship built for clients who want more than an annual tax filing.

We stay actively involved throughout the year—reviewing activity as it happens, anticipating issues before they escalate, and providing timely guidance when decisions matter most. Instead of re-starting the conversation each tax season, we build continuity, clarity, and trust over time.

The result is faster answers, fewer surprises, and a CPA team that truly knows your financial picture—not just your prior-year return.

Black background with large dark green stylized letters S and C intertwined, and smaller ampersand symbol in dark green between them.

How This Benefits You

  • The team doesnʼt change. Weʼre structured to stay with you for the long haul — built to support your family, your entities, and your legacy for the next generation and beyond.

  • When accounting, tax strategy, and compilations are handled in-house, each service builds on the next—making the entire process faster, more accurate, and more efficient. This integrated approach reduces internal friction, avoids the inefficiencies of à la carte work, and allows us to deliver greater value through a streamlined, bundled engagement.

  • You know when to expect reports, updates, and check-ins, with stable, relationship-based billing that isn’t driven by how often we speak. Ongoing planning meetings keep us aligned and focused on long-term outcomes.

    Clean books and consistent billing mean fewer questions, smoother filings, and no unexpected fees.

  • Ongoing review keeps small issues from snowballing and ensures your accounts stay on track and up to date.

  • Outsourcing accounting and tax work frees up meaningful time that can be redirected toward running and growing your business. Our proactive model lets you focus on leadership—not managing service hours.

  • Clean books, organized records, and formal compilations make lending faster and more reliable, giving you confidence when pursuing financing or real estate investments.

What’s Included

  • Monthly Accounting Review

    We regularly review your financial activity to ensure accuracy, consistency, and clarity—catching issues early and keeping your books decision-ready.

  • Annual Tax Return Preparation

    Your tax returns are prepared with precision and reviewed through a strategic lens to ensure accuracy, compliance, and alignment with your broader plan.

  • IRS / FTB Notice Handling

    If a tax notice arises, we handle communication and resolution on your behalf—so you’re not navigating the IRS or FTB alone.

  • Annual Year-End Tax Strategy Meeting

    We meet before year-end to proactively evaluate income, deductions, and planning opportunities while there’s still time to act.

  • Quarterly KPI & Strategy Meetings

    Quarterly check-ins focused on key financial metrics, trends, and strategy—keeping you informed and aligned throughout the year.

  • Monthly Bank Reconciliations & Payroll Assistance

    We reconcile accounts monthly and assist with payroll coordination to ensure clean records and accurate reporting.

  • Planning & Coordination with Attorneys and Wealth Advisors / Real Estate Investment Analysis

    We collaborate with your legal and advisory team to align tax strategy across entities, investments, and major financial decisions—especially in real estate.

  • Custom Outlook Calendar for Deadlines

    A personalized calendar keeps key tax, filing, and compliance deadlines visible and organized—so nothing gets missed.

  • Long-Term Tax Strategy for Estate Planning

    We help structure long-range tax strategies that support wealth preservation, succession planning, and multi-generational goals.

  • Annual Compilation

    We prepare a formal compilation of your financial statements, providing a clear, organized snapshot of your financial position.

  • Ongoing Tax Payment Processing

    We assist with calculating and coordinating tax payments to ensure accuracy, timeliness, and cash-flow awareness.

  • Full-Scale Bookkeeping & Controller Services

    Hands-on accounting support that goes beyond data entry—providing oversight, structure, and financial clarity at a controller level.

  • Multi-Entity Consolidation & “Whole Picture” Summary Worksheet

    We consolidate activity across entities into a single, easy-to-understand summary that shows how everything fits together.

  • Ongoing Entity Compliance Filings & Maintenance

    We manage recurring entity filings and compliance requirements to keep everything current, accurate, and in good standing.

Service Tiers

Choose the level of support that matches your needs.

Features
Core
Strategic
Premier
Ideal For
Clients who just need reliable bookkeeping and smooth tax filings.
Established businesses that need proactive tax and financial insight.
High-net-worth families, investors, and multi-entity clients.
Monthly Accounting Review
✓
✓
✓
Annual Tax Return Preparation
✓
✓
✓
IRS / FTB Notice Handling
✓
✓
✓
Annual Year-End Tax Strategy Meeting
—
✓
✓
Quarterly KPI & Strategy Meetings
—
✓
✓
Monthly Bank Reconciliations & Payroll Assistance
—
✓
✓
Custom Outlook Calendar for Deadlines
—
✓
✓
Annual Compilation
—
✓
✓
Ongoing Tax Payment Processing
—
✓
✓
Planning & Coordination with Attorneys and Wealth Advisors
—
—
✓
Real Estate Investment Analysis
—
—
✓
Long-Term Tax Strategy for Estate Planning
—
—
✓
Full-Scale Bookkeeping & Controller Services
—
—
✓
Multi-Entity Consolidation + “Whole Picture” Summary Worksheet
—
—
✓
Ongoing Entity Compliance Filings & Maintenance
—
—
✓
Response Time
4 business days
2 business days
24 hours (partner access)