Service Packages and Pricing That Scales with Your Business
Our service packages are structured to help entrepreneurial businesses thrive. Business owners need the help of experienced professionals that care about their business and its impact on their lives, not just who do tax compliance and bookkeeping.
We act as your business's financial partner, your key advisors as well as your compliance and back-office team. Our service packages free up the owner from the mundane and provides you with clear insights for higher growth, profits and cash flow to scale your business.
Our pricing is weekly since we are member of your team, a strategic partner and not simply another vendor providing services.
Forward-Looking Service Packages
Our CPA services are forward-looking, comprehensive, and address ALL your needs. These are delivered with white-glove attentiveness and friendly, honest, and frequent communication.
| SIGNATURE | PREMIUM | EXECUTIVE | |
|---|---|---|---|
| Average | Average | Average | |
| $150/Week | $300/Week | $750/Week | |
| Typical Client Revenue Size | $300k to $1Million * | $1Million - $5Million | $5Million - $25Million |
| Typical Client Employee Size | 0 - 10 employees | 11 - 25 Employees | 25+ Employees |
| Service Description | Proactive | Proactive PLUS | Strategic |
| General Ledger Review & Close | Quarterly | Monthly | Monthly |
| Financial Statements | Y | Y | Y |
| Scheduled Meetings | Quarterly | Monthly | Monthly |
| Online Support | Y | Y | Y |
| Financial Performance & Management Reports | Annually | Quarterly | Monthly |
| Tax Planning/Projections | Annually | Quarterly | Quarterly |
| Estimated Tax Payments | Y | Y | Y |
| Company-Wide KPIs | N | Y | Y |
| Twelve Month Forecasting | N | Y | Y |
| Banking & Lending Relationship Support | N | Y | Y |
| Strategic Review & Planning | N | Annually | Quarterly |
| Annual Budget Preparation | N | N | Y |
| Human Resources Consulting | N | N | Y |
| Incentive Plan Development | N | N | Y |
| Individual Tax Prepartion | Optional | Optional | Optional |
| Business Tax Preparation | Optional | Optional | Optional |
NEED DAY TO DAY HELP?
| 1099 Preparation & Assistance | Optional | Optional | Optional |
| Payroll Tax Support | Optional | Optional | Optional |
| Sales Tax Services | Optional | Optional | Optional |
| Paying Bills | Optional | Optional | Optional |
| Full Bookkeeping | Optional | Optional | Optional |
WHAT IS YOUR COMPANY'S GROWTH STAGE?
| Number of Employees | Annual Sales | Description | Service Package |
| 1 - 10 | $300k - $1M | Emerging Business | SIGNATURE |
| 11 - 25 | $1M - $5M | Growing Company | PREMIUM |
| 26 - Higher | $5M - $25M | Mature Company | EXECUTIVE |
* If your revenues are less than $300K, our year-end tax preparation package may be the best fit. Please contact us for more information.
Emerging Business
Our SIGNATURE package is the best value for an Emerging Business. As a small business owner, you have a lot on your plate. We free you up by overseeing and managing your back office and compliance. We provide proactive advice and insights for higher growth, profits, cash flow and to help you lay a strong foundation for the future growth of your business. Our emerging business clients see our team as their financial and tax allies, helping them with the “here and now” while taking a forward-looking approach to building a stronger future.
Growing Company
Our PREMIUM service package is perfect for Growing Companies. Our team will help you with operational information to help you spot growth opportunities. Partner with professionals that understand what your business needs to grow and thrive, work with your banking relationships, and move your business towards your key goals. You can relax since you have a team that is overseeing and optimizing your financial infrastructure together with forward- thinking planning and forecasting.
Mature Company
Our EXECUTIVE service package is for organizations who want to benefit from the financial insights of an experienced and seasoned “C” level executive at a fraction of the cost. Your team at Straight Talk, led by our CFO executive will be your virtual accounting and tax department. They will help take your organization to the next level with day-to-day support, provide sound financial and operational information to better manage your growing employee and client base, build short- and long-term budgets and forecasts, and give you advice at the strategic and tactical level.
At Straight Talk CPAs, we offer virtual CPA and CFO services dedicated to boosting your business profits and minimizing taxes. Our tailored approach is perfect for businesses and individuals seeking personalized guidance from a reliable CPA partner.
Phone: (732) 566-3660
Our Services